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 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 (Based on Assignable Permissions Templates)' granular permission enabled on your permissions template.
OR - 'Admin' level permissions to the Company Directory.
- 'Read Only' or 'Standard' level permissions on the Company level Directory tool with the 'Create and Edit Users (Based on Assignable Permissions Templates)' granular permission enabled on your permissions template.
- To perform bulk actions on company records:
- 'Read Only' or 'Standard' level permissions on the Company level Directory tool with the 'Create and Edit Companies' granular permission enabled on your permissions template.
OR - 'Admin' level permissions to the Company Directory.
- 'Read Only' or 'Standard' level permissions on the Company level Directory tool with the 'Create and Edit Companies' granular permission enabled on your permissions template.
- To perform bulk actions on user profiles:
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 |