Remove Users from a Project
Objective
To remove users from the Project level Directory tool.
Background
Follow the steps below to permanently remove users from the Project Directory. Note that when you remove a user from the project they will no longer be available as a selection in any of the project's Assignee lists. However, all of the user's past activities on the will remain a permanent part of the project's historical record.
If you instead want to deactivate a user and prevent them from accessing your company's Procore account, see Deactivate a User from the Company Directory.
Things to Consider
- Required User Permissions
- If you want to remove multiple users from a project, see Remove a Batch of User Accounts from a Project Directory.
- Only the user's contact record is removed from the Project Directory.
- All of the user's past activities remain a permanent part of the project's historical record.
Prerequisites
- In order to remove a user from a project, any items on which the user is assigned on the project must be reassigned to another user or the user must complete the assigned task.
Example
For example, if a user is an 'Approver' on a submittal or the 'Assignee' on an RFI, the user must submit a reply on the submittal or the user must submit a reply to the RFI and the RFI must be 'Closed' by the RFI Manager)
Steps
Remove a Single User
- Navigate to the Project level Directory tool.
- Click the Users tab.
- Optional: Search and Filter the Project Directory
- Click Edit next to the person's name.
ORBeta Click the person's name. - Click Remove from Project.
- Click OK to confirm.
Bulk Remove Users
- Navigate to the Project level Directory tool.
- Click Users.
- Mark the checkbox next to each user that you want to remove from the project.
- Click Bulk Actions and select Remove from Project.
ORBeta Click Remove from Project. - Click Remove to confirm.