View User Details in the Company Level Directory Tool

• Required User Permissions

• For users that are not Directory Administrators, the project list only includes projects that both you and the user have been added to.

• 将用户账户添加到公司目录

This functionality can be enabled in Procore Explore by joining the beta for Bulk Add a User to Projects from Company Directory.

1. 导航到公司级别目录工具。

2. 点击用户标签页。

3. Click View next to the user you want to view.

4. View the user's information.

   • 点击一般标签页以查看以下信息:

     1. 有关用户的一般信息。

     2. 包含添加到用户个人资料的任何附件的文档。

     3. 通信首选项

     4. 资源管理

   • 点击项目标签页以查看已添加该用户的项目列表。你可以配置表格视图。

     1. You can configure your table view. Show / Hide Steps

        1. Click the table configuration icon.

        2. Select the size of the rows.

        3. Move the toggle to the ON position for the fields you want to show in the table.

           • Name

           • Number

           • Stage

           • Project Roles

           • Permission Template

           • Address

           • Program

           • Region

           • Type

           • Project Status

        4. Configure the order the columns appear.

           1. Click the header for the column that you want to move.

           2. Drag and drop the column in the desired location.

        5. Filter

           1. Click Filters.

           2. Select to filter by the following options:
              Note: Selecting multiple values within the same filter uses OR logic. Selecting values across different filters uses AND logic.

              • Stage

              • Project Role

              • Project Permissions Template

              • Program

              • Region

              • Type

              • Project Status

           3. Click Apply.

        6. Pin columns to remain visible when you scroll.

           1. Click the vertical ellipsis on the column you want to pin.

           2. Click Pin Column.

           3. Select where to pin the column.

        7. Search

           1. Enter a project name in the search box and press ENTER/RETURN on your keyboard to search.

        8. ​​​​​​​Sort table.

           1. Click the relevant column header to sort by one of the following columns:

              • Name

              • Number

              • Stage

              • Address

              • Program

              • Region

              • Type

              • Project Status

           2. Click again to switch between ascending or descending order:

              • Ascending

              • Descending

   • 点击变更历史记录标签页，可查看对用户个人资料所做的更改列表。请参阅查看用户变更历史记录。