Add an Existing User to Projects in Your Company's Procore Account
Objective
To add an existing user to one or more projects in the Company level Directory tool.
Things to Consider
- Required User Permissions:
- 'Read Only' or 'Standard' level permissions on the Company level Directory tool with the 'Create and Edit Users' granular permission enabled on your permissions template.
OR - 'Admin' level permissions on the Company level Directory tool.
- 'Read Only' or 'Standard' level permissions on the Company level Directory tool with the 'Create and Edit Users' granular permission enabled on your permissions template.
- Additional Information:
- Users with the 'Create and Edit Users' granular permission on the Company level Directory tool can only add other users to projects that they have already been added to.
- Before adding an existing user to all of the projects in your company's Procore account, ensure that an appropriate project permissions template is available. See Manage Project Permissions Templates.
- Adding users to projects in the Company level Directory can be done in two different ways. You can Add a User to One or More Projects or Add a User to All Projects.
Steps
Add a User to One or More Projects
- Navigate to the Company level Directory tool.
- Click Users.
- Click Edit next to the name of the user you want to add to one or more projects.
- Scroll to 'Projects [User Name] Does Not Belong To' under 'Project Settings'.
- Locate the project you want to add the user to.
- Click Add at the end of the project's row.
Add a User to All Projects
Important
This option only exists when your company account has fewer than 2,000 active projects. Reach out to your Procore point of contact for more information.- Navigate to the Company level Directory tool.
- Click Users.
- Click Edit next to the name of the user you want to add to all projects.
- Scroll to 'Project Settings'.
- Optional (Admin Only): Select the user's 'Default Permission Template' for new projects. See Assign a Project Permissions Template to a User in the Company Directory.
- Scroll to 'Projects [User Name] Does Not Belong To' and click Add All.
Note: As the system adds the user to the projects, the table in the 'Current Project Settings' is updated with each project.- Click Cancel to stop adding the user to the projects. Click Add All to resume adding the user to the projects.
- When the action is complete, 'Complete' displays next to 'Add All'.
Click OK in the confirmation window to refresh the page.