Deactivate a Company in the Project Directory

测试版

重新设计的项目目录版本目前处于测试阶段,可以通过以下方式启用Procore 探索

Things to Consider

  • Required User Permissions

  • Inactive companies no longer appears as selections in Procore's drop-down menus and lists.

  • Inactive companies are archived in the Directory tool and can be reactivate at any time.

  • If your company has enabled the Procore + ERP Integration:

    • You might need to consolidate duplicate entries since only one Company level entry can be tied to an ERP vendor. In such cases, you may need to reassign users to the chosen company entry and inactivate the other duplicate company entries.

Prerequisites

Steps

  1. Navigate to the Project level Directory tool.

  2. Locate the company in the list, then click Edit.
    OR
    Beta Feature Click the company's name.

  3. Click Deactivate Company.

See Also

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