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Procore

Reactivate a Batch of Companies in the Company Directory

Objective

To use the Bulk Actions > Reactivate menu in the Inactive Companies view of the Company Directory.

Background

You can use the Bulk Actions > Reactivate menu command in the Inactive Companies view of the Company Directory. This allows you to reactivate company records in Procore. 

Things to Consider

  • Required User Permission:
    • 'Admin' level permission on the Company level Directory tool.

Demo

COMING SOON!

Steps

  1. Navigate to the Company level Directory tool.
    This reveals the Company Directory page. 
  2. Click Inactive Companies
    This reveals your company's list of inactive company/vendor records. 
  3. Choose from these options:
    • To reactivate a single company, click the Reactivate button.
      OR
    • To reactivate multiple companies, place a mark in each desired checkbox. Then, choose Bulk Actions > Reactivate.
      Click OK to acknowledge the confirmation message. A GREEN banner appears to confirm that the company record was moved the Inactive Companies view. 

See Also