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Procore

Edit a Person in the Project Directory

 

Objective

To edit a person to the project's Directory tool. 

Things to Consider

  • Required User Permission:
    • To add people or to edit people in the Users and Inactive Users tabs, 'Admin' level permission on the project's Directory tool.
      OR
    • To add people or to edit people in the Users tab as a user with 'Standard' or 'Read Only' level permission to the project's Directory tool, the  'Create and Edit Users' granular permission must be enabled on the permission template associated with your user account on the project. See Grant Granular Permissions in a Permission Template.
  • Additional Information:
    • Any edits you make will be reflected in the person's Change History tab.
    • If you want to remove a person from the Project Directory, see  Remove a User from a Project
  • Limitations:
    • If a person who has access to more than one (1) Procore company account has logged into Procore, you will not be able to change that person's email address. To learn more, see Can I change a person's email address in the Directory?
    • The Inactive Users tab is only visible and available to users with 'Admin' level permission. 

Demo

edit-user-project-directory.gif

Steps

  1. Navigate to the project's Directory tool.
    This reveals the Project Directory page. 
  2. Click the Users tab.
    Note: If you are a user with 'Admin' level permission to the DIrectory, you can also edit records listed on the Inactive Users tab.
    This reveals a list of users added to the project.
  3. Locate the person in the list. Then click Edit
    This opens the profile in edit mode. 
  4. Modify the user's profile information as needed.
    Notes:
  5. Click Save or Save & Send Notification.

See Also

 

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