Remove an Existing User from Projects in Your Company's Procore Account
Objective
To remove an existing user from one or more projects in the Company level Directory tool.
Things to Consider
- Required User Permissions:
- 'Admin' level permissions on the Company level Directory tool.
OR - 'Read Only' or 'Standard' level permissions on the Company level Directory tool with the 'Create and Edit Users (Based on Assignable Permissions Templates)' granular permission enabled on your permissions template.
Note: Users with these permissions can only remove other users from projects that they are a part of.
- 'Admin' level permissions on the Company level Directory tool.
- Additional Information
- You can search by project name, number or address.
- 100 projects load per page.
- You can select projects across multiple pages.
Steps
- Navigate to the Company level Directory tool.
- Click Users.
- Click View next to the name of the user you want to add to multiple projects.
- Click the Projects tab.
- Clear the checkboxes for the projects you want to remove the user from.
- Clear the checkbox at the top to remove the user from all projects on that page.
- Move the toggle to the ON position to only show the user's assigned projects
- Click Save Changes.
Note: This may take a few minutes. You can navigate away from this page and check back later.