Add a User to Projects in Your Company's Procore Account

• Required User Permissions

• 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. If a project doesn't have a Directory, users will not be added to the project.

• When adding to projects from viewing their profile:

  • You can search by project name, number, or address.

  • 100 projects load per page and you can select projects across multiple pages.

• Beta - The 'Select All Projects' option is available for companies with fewer than 5,000 projects.

• From User View

• From User Edit

Add a User to Projects from Viewing their Profile

1. Navigate to the Company level Directory tool.

2. Click Users.

3. Click View next to the name of the user you want to add to one or more projects.

4. Click the Projects tab.

5. Optional: Search for projects by project name, number, address, city, state, zip, and phone number.

6. Optional: Move the toggle to the ON position to only show the user's assigned projects.

7. Mark the checkboxes for which projects to add the user to.
   Note: Mark the checkbox at the top to select all projects on that page.

8. Click Save Changes.
   Note: This may take a few minutes. You can navigate away from this page and check back later.

Add a User to Projects from Editing their Profile

1. Navigate to the Company level Directory tool.

2. Click Users.

3. Click Edit next to the name of the user.

4. Locate the 'Projects [User] Does Not Belong To' section.

5. Click Add next to each project.

6. Click Save.