Search for and Filter Users in Your Free Procore Account (iOS)

Limited Release

The Team tool is currently only available to users in the United States who have a free Procore account via the Procore Construction Network.

Things to Consider

  • To have a free Procore account, become a part of the Procore Construction Network (PCN).

  • To add a user in the Team tool, their email domain must match your company's email domain.

  • Required User Permissions:

    • 'System Administrator' permissions on the Procore Construction Network account.

Steps

  1. Navigate to the Team tool using the Procore app on an iOS mobile device.
    Note: Find the 'Team' tool on any of your app's main pages: Sidebar screen, Home screen, or Project Overview screen.

  2. See the steps below for the following actions:

    • Search for Users

    • Filter Users

SEARCH FOR USERS

  1. Click the search bar.

  2. Enter a search term (name, email address, or phone number).
    Results are automatically shown.

  3. If you want to clear the search, click the x icon.

FILTER USERS

  1. Select one or more of the following filters:

    • Sort: Choose Name Ascending or Name Descending, depending on whether you want the names listed in alphabetical or reverse alphabetical order. .

    • Status: Select Active or Inactive to filter by team members who are active or deactivated in the Team.

    • Role: Select a job role to filter by.

    • Permissions: Select a permission level to filter by.

  2. If you want to remove filters choose one of these options:

    • Click the Clear All filter button to clear all filters. You may have to scroll left on the filter options to see the 'Clear All' button.

    • Click on an applied filter button and then click Reset.

See Also

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