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Is there a way to bulk replace an approver, submitter, or reviewer on a project's submittals?

Question

A person on our project team has recently moved onto to another position. However, that person was assigned as approver more than 100 project submittals. Is there a way to replace that person with a new approver in bulk? 

Answer

Yes. If you have only a few project submittals, we recommend changing the approver name by manually by removing the existing approver and then adding the new one. See Remove a Submitter or Approver from the Submittal Workflow and Add a Submitter and Approvers to the Submittal Workflow.

If you have a large number of submittals and need to replace an approver, submitter, or reviewer on a large number submittals, a user with 'Admin' level permission on the Project level Submittals tool can submit a request to support@procore.com. Procore will need the following information in your request:

  • Company Name. The name of your company's Procore account. 
  • Project ID. The ID number of the project(s) to which the person needs to be replaced. See How do I find the project ID?
  • Current Approver. The name of the person who needs to replaced. 
  • New Approver. The name of the replacement person. 

See Also