Tutorials
Create and Invite Users
Manage User Information
- Add Someone as an Employee of Your Company
- Assign Project Roles from the Company Directory
- Deactivate User Accounts in the Company Directory
- Edit a User Account in the Company Directory
- Edit a User's Distribution Groups in the Company Directory
- Reactivate a Batch of User Accounts in the Company Directory
- Reactivate a User in the Company Directory
- Remove a User from Projects in Your Company's Procore Account
- Unlock a User Account in the Company Directory
Manage User Projects
Manage User Permissions
- Allow Users to Create New Projects
- Assign a Company Permissions Template to a User in the Company Directory
- Assign a Project Permissions Template to a User in the Company Directory
- Change a User's Permissions to Company Tools in the Company Directory
- Change a User's Project Permissions Template in the Company Directory
Manage Resource Planning Information
View the Directory
- Customize the Column Display in the Company Directory Tool
- Download a vCard for a User Account in the Company Directory
- Export the Company Directory to CSV or PDF
- How to Log in to Procore Web (app.procore.com)
- Respond to a 'Welcome to Procore' Email
- Search and Filter the Company Directory
- View Company Details in the Company Level Directory Tool
- View Merge Company History
- View User Change History in the Company Level Directory
- View User Details in the Company Level Directory Tool
Configure the Directory
Manage Requests to Join your Company
Manage Your Company Information
Manage Companies
- Add a Company to a Project from the Company Directory
- Add a Company to the Company Directory
- Add a User to a Company in the Company Directory
- Add Insurance to a Company Record in the Company Directory
- Add Users to a Company
- Deactivate a Batch of Companies in the Company Directory
- Deactivate a Company in the Company Directory
- Edit a Company in the Company Directory
- Merge Companies
- Reactivate a Batch of Companies in the Company Directory
- Reactivate a Company in the Company Directory
- Refresh Bid Contacts for Connected Companies in the Company Directory
- Remove Company Insurance
- Set Bidder Information at the Company Level
- Update Expiring Insurance for a Vendor in the Company Directory