Assign Project Roles from the Company Directory

Objective

To assign people project roles from the Company level Directory tool.

Things to Consider

• Required User Permissions
• Users must be added to the project to assign them a role.

Steps

1. Navigate to the Company level Directory tool.
2. Click Users.
3. Click View next to the name of the user.
4. Click the Projects tab.
5. Click Edit Projects.
6. Update Project Roles
   1. Update a Single Project Role
      1. In the Project Role column, select the project role.
   2. Bulk Update Project Roles
      1. Mark the checkboxes for the projects where you want to edit the role.
      2. Click Edit.
      3. Select the project role that will apply to all selected projects.
      4. Click Apply.
7. Click Next.
8. Click Save to confirm.

See Also

• Add a User to Existing Projects
• Remove an Existing User from Projects in Your Company's Procore Account
• View User Details in the Company Level Directory Tool