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Procore

Perform Bulk Actions on the Company Directory

Objective 

To use the options in the Bulk Actions menu in the Company Directory. 

Background 

The Bulk Actions menu in the Company level Directory lets you perform a variety of different actions on batches of users and companies. 

Things to Consider 

Tasks 

The table below details the commands in the Bulk Actions menu for each view.  

Tab Menu Command Tutorial Link
Users Bulk Actions > Inactivate Inactivate a Batch of Users Accounts in the Company Directory
  Bulk Actions > Invite Invite a Batch of Procore Users to Join a Company's Procore Account
Companies Bulk Actions > Inactivate Inactivate a Batch of Companies in the Company Directory
Inactive Users Bulk Actions > Reactivate Reactivate a Batch of User Accounts in the Company Directory
Inactive Companies Bulk Actions > Reactivate Reactivate a Batch of Companies in the Company Directory