Perform Bulk Actions on the Project Directory
Objective
To use the options in the Bulk Actions menu in the Project Directory.
Background
The Bulk Actions menu in the Project Directory lets you remove users from a project in bulk.
Things to Consider
- Required User Permissions:
- 'Admin' level permissions to the Project level Directory tool.
OR - 'Standard' or 'Read Only' level permissions on the Project level Directory tool with the appropriate granular permissions enabled on your permissions template. See Grant Granular Permissions in a Permission Template.
- 'Admin' level permissions to the Project level Directory tool.
- Supported Views:
- The Bulk Actions menu is available in the Users, Companies, Inactive Users and Inactivate Companies views.
- Availability of each menu command depends upon the active view and number of checkbox selections (i.e., one checkbox or multiple checkboxes).
Tasks
The table below details the commands in the Bulk Actions menu for each view.
| Tab | Menu Command | Tutorial Link |
|---|---|---|
| Users | Bulk Actions > Remove from Project | Remove a Batch of User Accounts from a Project Directory |
| Bulk Actions > Invite | Invite a Batch of Users to Join a Procore Project | |
| Companies | Bulk Actions > Remove from Project | Remove a Batch of Companies from a Project Directory |
| Inactive Users | Bulk Actions > Reactivate | Reactivate a Batch of User Accounts in a Project Directory |
| Inactive Companies | Bulk Actions > Reactivate | Reactivate a Batch of Companies in a Project Directory |