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Procore

Inactivate a Batch of Companies in the Company Directory

Objective

To bulk inactivate companies in the Company Directory.

Things to Consider

Steps

  1. Navigate to the Company level Directory tool.
  2. Click Companies
  3. Mark the checkbox next to each company that you want to inactivate.
  4. Click Bulk Actions and select Inactivate.
  5. In the 'Inactivate Companies' window, review the list of companies. Click the X next to a company's name to remove it from the list.
  6. Click Inactivate.
    A GREEN banner displays to confirm that the company record was moved to 'Inactive Companies'.