View User Details in the Company Level Directory Tool
Things to Consider
For non-Admin users, the project list only includes projects that both you and the user have been added to.
Prerequisites
Steps
Navigate to the Company level Directory tool.
Click the Users tab.
Click View next to the user you want to view.
Tip
Click Edit at the top of the company's details page to switch from viewing the company to editing the company. See Edit a Company in the Company Directory.
Click the General tab to view the following information:
General information about the user.
Documents including any attachments added to the user's profile.
Communication Preferences
Resource Management
Click the Projects tab to view a list of projects the user has been added to. You can configure your table view.
Configure field visibility.
Click the table configuration
icon.Select the size of the rows.
Move the toggle to the ON
position for the fields you want to show in the table.Click the X to save your changes.
Configure the order the columns appear.
Click the header for the column that you want to move.
Drag and drop the column in the desired location.
Pin columns to remain visible when you scroll.
Click the vertical ellipsis
on the column you want to pin.Click Pin Column.
Select where to pin the column.
Note: To unpin the column, repeat these steps and click No Pin.
Show Assigned Projects
Move the toggle ON
only show projects the user is assigned to.
Sort table by project number.
Click the Project Number header once to sort by ascending number.
Click the Project Number header a second time to sort by descending number.
Click the Project Number header a third time to return to the default where the list is sorted by Project Name.
Click the Change History tab to view a list of changes made to the user's profile. See View User Change History.
In Beta
This functionality can be enabled in Procore Explore by joining the beta for Bulk Add a User to Projects from Company Directory.
Navigate to the Company level Directory tool.
Click the Users tab.
Click View next to the user you want to view.
Click the General tab to view the following information:
General information about the user.
Documents including any attachments added to the user's profile.
Communication Preferences
Resource Management
Click the Projects tab to view a list of projects the user has been added to. You can configure your table view.
Configure Field Visibility
Click the table configuration
icon.Select the size of the rows.
Move the toggle to the ON
position for the fields you want to show in the table.Name
Number
Stage
Project Roles
Permission Template
Address
Program
Region
Type
Project Status
Configure the order the columns appear.
Click the header for the column that you want to move.
Drag and drop the column in the desired location.
Filter
Click Filters.
Select to filter by the following options:
Note: Selecting multiple values within the same filter uses OR logic. Selecting values across different filters uses AND logic.Stage
Project Role
Project Permissions Template
Program
Region
Type
Project Status
Pin columns to remain visible when you scroll.
Click the vertical ellipsis
on the column you want to pin.Click Pin Column.
Select where to pin the column.
Search
Enter a project name in the search box and press ENTER/RETURN on your keyboard to search.
Sort table.
Click the relevant column header to sort by one of the following columns:
Name
Number
Stage
Address
Program
Region
Type
Project Status
Click again to switch between ascending or descending order:
Ascending
Descending