Perform Bulk Actions on the Company Directory
Objective
To use the options in the Bulk Actions menu in the Company Directory.
Background
The Bulk Actions menu in the Company Directory lets you perform a variety of different actions on batches of users and companies.
Things to Consider
- Required User Permissions:
- 'Admin' level permissions to the Company Directory.
- Supported Views:
- The Bulk Actions menu is available in the Users, Companies, Inactive Users, and Inactivate Companies tabs of the Company Directory.
- Availability of each menu command depends upon the active view and number of checkbox selections (i.e., one checkbox or multiple checkboxes).
Tasks
The table below details the commands in the Bulk Actions menu for each view.
| Tab | Menu Command | Tutorial Link |
|---|---|---|
| Users | Bulk Actions > Inactivate | Inactivate a Batch of Users Accounts in the Company Directory |
| Bulk Actions > Invite | Invite a Batch of Procore Users to Join a Company's Procore Account | |
| Companies | Bulk Actions > Inactivate | Inactivate a Batch of Companies in the Company Directory |
| Bulk Actions > Select as Main Office 1 | Select a Company's Main Office and Group its Locations | |
| Inactive Users | Bulk Actions > Reactivate | Reactivate a Batch of User Accounts in the Company Directory |
| Inactive Companies | Bulk Actions > Reactivate | Reactivate a Batch of Companies in the Company Directory |
1 The Select as Main Office command is available in the Bulk Actions menu. However, the menu command will only appears when a single checkbox is selected. You cannot apply this commands to multiple companies as a bulk action.