在公司目录中编辑用户账户

需要考虑的事项

步骤

  1. 导航到公司级别目录工具。

  2. 找到要修改的用户记录。然后点击编辑。

  3. 可选:如果用户受雇于或隶属于公司级别目录中的公司，则可以通过在"公司名称"下拉菜单中选择公司并点击复制，使用该公司的信息更新用户的个人信息个人信息。

  4. Update the user's Personal Information. Show/Hide Fields

    • First Name. The user's first name.

    • Last Name. The users' last name.

    • Initials. The user's initials.

    • Email Address (Admin Only). The email address where the user receives Procore notifications.
      Notes:

    • Login. Edit the user's login information. This is the specific email address that receives security-related communications, such as password resets.

    • Address. The user's address.

    • City. The city associated with the user's address.

    • Country/State. The state associated with the user's address.

    • ZIP. The ZIP code associated with the user's address.

    • Business Phone. The user's business phone number.

    • Business Fax. The user's fax number.

    • Cell Phone. The user's mobile phone number.

    • Job Title. The user's job title.

    • Tags/Keywords. Any tags and keywords for the user.

    • Admin Only: The following fields can only be viewed and updated by users with 'Admin' level permissions on the Company level Directory tool.

      • Active? A checkmark indicates that the user is active.

      • Classification. A classification for the user. See Add a Classification.

      • Send This User Messages. Users can receive messages from Procore 'Via Email' or 'Not at All'.
        Notes:

        • Setting this to ‘Not at All’ stops all Procore emails, including password resets, invitations, and distribution list messages.

        • If you will be designating this user as an invoice contact, always select 'Via Email' to ensure that any invoice-related messages are sent.

      • Is Employee Of [Company Name]?. A checkmark indicates that the user is an employee of your company.

      • Is an Insurance Manager of [Company Name]? A checkmark indicates that the user is an for your company.

      • Attachments.

        1. Click Attach File(s) or use a drag-and-drop to select a file on your computer and attach it to the user's record.

  5. 保存信息:

    • Optional: Mark the checkbox to send an invitation.

    • 点击保存或保存并管理项目。

提示

要编辑目录中的资源计划字段，请参阅编辑人员的资源计划信息。

See Also

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