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Procore

Add a User Account to the Project Directory

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 In Beta
A redesigned version of the Project Directory is currently in beta and can be enabled with Procore Explore.

Objective

To add a user to a project's Directory from the company's Directory.

Background

In Procore, a user is someone who has a profile in Procore and can log into the Procore platform. When a user is added to a project's Directory, they are assigned to the project and can perform actions based on their permissions.

If a user already exists in the company's Directory, they can be added to the project's Directory. If the user does not yet exist, you can create a user in the Project Directory.

Depending on your permissions, you can add from the Add User option or the Bulk Add option.

Things to Consider

Steps

Add a User from the Company Directory from Add User Button

  1. Navigate to the Project level Directory tool.
  2. Click Add User.
    OR

    Beta Click Add and select Add User.

  3. Enter the user's first or last name to perform a search.
    OR

    Beta  Enter the user's first name, last name, or email address to perform a search.

  4. Select the user.
  5. Assign a Project Permissions Template.
    Note: We recommend selecting either a global permission template or a project specific permission template. To learn more about permission templates, see Manage Project Permissions Templates.
    • Apply a Permission Template Later: Select this option to define the user's permissions later. If you select this option and a permissions template is not applied, users with 'Admin' level permissions on the Project level Directory tool can adjust this user's permissions in the configuration settings pages for individual tools.
      OR
    • Global Permission Template: To provide the user with the project access permissions defined in one of your company's global permission templates, select a template under the 'Global Permission Templates' section.
      OR
    • Project Specific Permission Template: To provide the user with project access permissions defined in one of the project specific permission templates on the project, select a template under the 'Project Specific Templates' section.
  6. Click Save.

Add a User from the Company Directory from Bulk Add Button

  1. Navigate to the Project level Directory tool.
  2. Click Bulk Add from Co. Directory.
    OR

    Beta Click Add and select Bulk Add.

  3. Use the Select box to select the companies and users you want to add to the project.

    directory-bulk-add-select-box.png
  4. Review your selections and make adjustments.
    • To remove all of the users and companies in the selection table, click Clear All in the Select box.
    • To remove an individual user or company in the selection table, click the red 'X' on their row.
    • Select a permission template or select Apply Permission Template Later in the 'Permission Template' drop-down menu for each user added to the selection table.
    • Optional: Select a project role in the 'Project Role' drop-down menu for each user added to the selection table. See What are custom project roles?
    • Optional: Mark the 'Notify?' checkbox on a user's row to have the system send them an email notification to let them know they were added to the project.
  5. Scroll to the bottom of the selection table and click Add to Project.

See Also