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Perform Bulk Actions on the Company Directory

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Objective 

To use the options in the Bulk Actions menu in the Company Directory. 

Background 

The Bulk Actions menu in the Company level Directory lets you perform a variety of different actions on batches of users and companies. 

Things to Consider 

  • Required User Permissions:
    • To perform bulk actions on user profiles:
      • 'Read Only' or 'Standard' level permissions on the Company level Directory tool with the 'Create and Edit Users' granular permission enabled on your permissions template.
        OR
      • 'Admin' level permissions to the Company Directory.
    • To perform bulk actions on company records:

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
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

 

If you would like to learn more about Procore's directory software and how it can help your business, please visit our construction contact directory tool product page .