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Procore

Edit a User Account in the Company Directory

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Objective

To edit a user in the Company Directory. 

Things to Consider

  • Required User Permission:
    • 'Admin' on the Company level Directory
  • Additional Information:
    • Any edits you make will be reflected in the user's Change History tab. The change history is only visible to users with 'Admin' level permission on the Company Directory.  It is NOT visible to users who have been assigned the granular permission. 
  • Limitations:

Steps

  1. Navigate to the company's Directory tool.
  2. Locate the user record to modify. Then click Edit. 
  3. (Optional) If the user is employed by or affiliated with a company, you can update the user's personal information with the information from the company by choosing the company in the Company Name selector and clicking Copy to Personal Information.
  4. Continue to update by typing over the existing information as follows:
    • First Name. Change first name of the user. 
    • Last Name. Change the surname of the user. 
    • Initials. Modify the user's initials.
    • Email Address. Revise the user's email address.  This is the email address that emails from Procore are sent to.
      Note: Updating this email address may not change the user's login ID. See Can I change a person's email address in the Directory?
    • Address. If the user's office is in a location that is different from the company address, update the user's address here. 
    • City. Type the name of the city associated with the user's address. 
    • Country/State. Select the desired country and state from the drop-down list. 
    • ZIP. Enter the ZIP code in the text box. 
    • Business Phone. Update the user's business phone number. 
    • Business Fax. Update the user's fax number. 
    • Cell Phone. Update the user's mobile telephone number. 
    • Job Title. Update the user's job title. 
    • Tags/Keywords. Enter any tags and keywords as needed. 
    • Active? A checkmark in this box indicates that the user is active.
    • Classification. Select a classification for the user.
      Note: This list comes from the Company level classifications. See Add a Classification.
    • Send This User Messages. Select 'Via Email' or 'Not at All' from the drop-down list. 
    • Is Employee Of [Company Name]?. Place a checkmark if the user is an employee of your company. Leave the checkmark blank if the user is employed by another business entity. 
    • Is an Insurance Manager of [Company Name]?. If this user is also your company's Insurance Manager, place a checkmark in this box. To learn more, see Designate an Insurance Manager for Your Procore Company.
    • Attachments. Click Attach File(s) or user a drag-and-drop operation to move file from a computer or network location into Procore. 
  5. Continue editing the record as needed. For information about the available options, see Add a User Account to the Company Directory.
  6. Click Save. 

See Also