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Procore

Add a User Account to the Project Directory

  1. Last updated
    Mar 28, 2025
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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.

Things to Consider

Steps

  1. Navigate to the Project level Directory tool.
  2. Click Add User.
  3. Enter the user's first or last name 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.

See Also