Permissions

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Company Directory

The following table highlights which user permissions are required to perform the described user action.

Important

A user who is granted 'Admin' permissions on the Company level Directory tool is automatically granted 'Admin' permissions across all Project level tools and all Company level tools.

Task	None	Read Only	Standard
Add a Company to the Company Directory		+	+
Add a Distribution Group to the Company Directory
Add a User Account to the Company Directory		+	+
Add an Existing User to Projects in Your Company's Procore Account		+	+
Add Insurance for a Vendor in the Company Directory		+	+
Allow Users to Create New Projects
Assign a Project Permissions Template to a User in the Company Directory		+	+
Change a User's Permissions to Company Tools in the Company Directory
Change a User's Project Permissions Template in the Company Directory		+	+
Configure Advanced Settings: Company Directory
Customise the Column Display in the Directory Tool
Deactivate a Company in the Company Directory
Delete a Distribution Group from the Company Directory
Designate an Insurance Manager for Your Procore Company		+	+
Download a vCard for a User Account in the Company Directory
Download a Company or User Import Template			¹
Edit a Company in the Company Directory		+	+
Edit a Contact in the Company Directory		+	+
Edit a Distribution Group in the Company Directory
Edit a User Account in the Company Directory		+	+
Export the Company Directory to CSV or PDF
Inactivate a Batch of Companies in the Company Directory		+	+
Inactivate a Batch of User Accounts in the Company Directory		+	+
Inactivate a Contact in the Company Directory		+	+
Inactivate a Company in the Company Directory		+	+
Invite a Batch of Procore Users to Join a Company's Procore Account		+	+
Invite or Re-invite a User to Procore		+	+
Register in to Procore Web
Merge Companies
Perform Bulk Actions on the Company Directory		+	+
Reactivate a Batch of Companies in the Company Directory		+	+
Reactivate a Batch of User Accounts in the Company Directory		+	+
Reactivate a Contact in the Company Directory		+	+
Reactivate a Company in the Company Directory		+	+
Reactivate a User in the Company Directory		+	+
Remove an Existing User from Projects in Your Company's Procore Account		+	+
Remove Company Insurance		+	+
Request Company and People Imports			¹
Respond to a 'Welcome to Procore' Email
Search and Filter the Company Directory
Send a Company or User Import Template to Procore			¹
Send a Procore Company to ERP Integrations for Accounting Acceptance
Set Tenderer Information at the Company Level		+	+
Switch Between Views in the Company Directory
Update Expiring Insurance for a Vendor in the Company Directory		+	+
Update the Company or User Import Template	Requires Microsoft Excel ²
View Company Details in the Company Level Directory Tool		+	+
View User Details in the Company Level Directory Tool		+	+

¹ A user with 'Standard' level permission must also be granted the 'Request Company and People Imports' granular permission. See Grant Granular Permissions in a Project Permissions Template and Request Company and User Imports.

² The template is designed for use with Microsoft Excel. Although not recommended, you may be able to use a spreadsheet program that is compatible with the XLSX format. A user with 'Admin' level permission or a user with 'Standard' level permission plus the 'Request Company and People Imports' granular permission can download the template from the Procore web application. See Download the Company or User Import Template.