Add a User to Future Projects in Your Company Directory
Background
Some users will work on all of your projects. You can update users to be automatically added to all newly created projects in your company's account.
Things to Consider
Before adding an existing user to all of the projects in your company's Procore account, ensure that an appropriate project permissions template is available. See Create a Project Permission Template.
When added to a project, the user is automatically added to the corresponding Project Directory.
Steps
From User View
From User Edit
Add a User to Future Projects from Viewing their Profile
测试版
此功能可以是在 Procore Explore 中启用加入从公司目录将用户批量添加到项目的测试版。
导航到公司级别目录工具。
点击用户。
点击要添加到未来项目的用户旁边的查看。
点击项目标签页。
点击垂直省略号
并选择管理未来项目。选择用户的"默认项目权限模板"。
移动切换开关
"将用户添加到 [公司] 的所有新项目"开启。点击保存。
Add a User to Projects from Editing their Profile
Navigate to the Company level Directory tool.
Click Users.
Click Edit next to the user.
Locate the 'New Project Settings' section.
Mark the checkbox to 'Add [user] to all new projects in [company]'.
Click Save.
测试版
此功能可以是在 Procore Explore 中启用加入从公司目录将用户批量添加到项目的测试版。
导航到公司级别目录工具。
点击用户。
点击要添加到未来项目的用户旁边的查看。
点击项目标签页。
点击垂直省略号
并选择管理未来项目。选择用户的"默认项目权限模板"。
移动切换开关
"将用户添加到 [公司] 的所有新项目"开启。点击保存。