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Can a person be associated with multiple vendor/company records in the Company Level Directory Tool?

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Answer

No. Within a single organization's Company level Directory tool, each person with a user profile is uniquely identified in that organization's Procore account by their email address (see Add a User to the Company Directory). Additionally, each person in that organization's Company level Directory tool can be associated with only one (1) vendor/company record. For example, if your organization is a general contractor, and you have a list of subcontractors that you want to add to your organization's Procore account (a.k.a., Procore company account), each employee of that subcontractor can only be associated with one (1) vendor/company record in your organization's Procore company account. 

EXAMPLE

Jack Smith from ABC Concrete is a subcontractor. He performs work with two different general contractors. Each general contractor has their own instance of a Procore company account (i.e., Gold General Contractors and Silver General Contractors). Each general contractor must also create a company profile for ABC Concrete and a user profile for Jack Smith in their company's Directory tool. Within each company's Directory tool, Jack can only be associated with one (1) vendor/company record (i.e., ABC Concrete). In this scenario, Jack Smith may use the same email to log into each general contractor's Procore account. However, within each individual general contractor's Procore company account, Jack Smith can only have one (1) email address to use to login to that organization's Procore instance. 

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Last modified
09:08, 28 Apr 2017

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