A person on our project team has recently moved onto to another position. However, that person was assigned as approver more than 100 project submittals. Is there a way to replace that person with a new approver in bulk?
Yes. If you have only a few project submittals, we recommend changing the approver name by manually by removing the existing approver and then adding the new one. See Remove a Submitter or Approver from the Submittal Workflow and Add a Submitter and Approvers to the Submittal Workflow.
If you have a large number of submittals and need to replace an approver, submitter or reviewer on a large number submittals, a user with 'Admin' level permission on the Project level Submittals tool can submit a request to firstname.lastname@example.org.
Procore will need the following information in your request:
- Company Name. The name of your company's Procore account.
- Project ID. The ID number of the project(s) to which the person needs to be replaced. See How do I find the project ID?
- Current Approver. The name of the person who needs to replaced.
- New Approver. The name of the replacement person.