Search for and Filter Users in the Permissions Tool

Things to Consider

Steps

 Tip

Search terms and applied filters respect each other's parameters. For example, if you apply one or more filters before starting a search, the search results only include items applicable to the filters.

  • Search for Users

  • Filter Users

Search for Users

  1. Navigate to the company's Permissions tool.

  2. Click the User Permissions tab.

  3. Enter a keyword in the 'Search' box and press ENTER on your keyboard or click the Icon Search icon to search the following fields:

    • Name

    • Company Name

    • DBA

    • Entity Type (EIN/AIN)

    • Email Address

    • City

    • ZIP

    • Business Phone

    • Cell Phone

    • Job Title

    • Tags/Keywords

Filter Users

  1. Navigate to the company's Permissions tool.

  2. Click the User Permissions tab.

  3. Click Add Filter and select one of the following options:

    • Active

    • Company Permissions

    • Company

    • Default Project Permissions

    • Company Admin

  4. Press ESC on your keyboard to view the filtered list of users.

Beta

Company Administrators can enable the New Permissions User Interface beta in Procore Explore. (US 2 | UK)

 Tip

Search terms and applied filters respect each other's parameters. For example, if you apply one or more filters before starting a search, the search results only include items applicable to the filters.

Search for Users

  1. Navigate to the company's Permissions tool.

  2. Click the User Permissions tab.

  3. Enter a keyword in the 'Search' box and press ENTER on your keyboard to search the following fields:

    • Name

    • Company

Filter Users

  1. Navigate to the company's Permissions tool.

  2. Click the User Permissions tab.

    Tip

    Use the quick filter menus to filter by Company Admin or Status.

  3. Click the filter Icon Filter2 icon and select one of the following options:

    • Company

    • Company Admin

    • Company Permission

    • Default Project Permissions

    • Status

See Also

Loading related articles...