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Procore

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 Reactivate 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.

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