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Procore

Use Bulk Actions > Inactivate for Companies in the Company Directory

Objective

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

Background

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

Things to Consider

  • Required User Permission:
    • 'Admin' level permission on the Company level Directory tool.
  • Additional Information:
    • Inactivating a company record does NOT inactivate users associated with that company. 

Demo

bulk-inactivate-companies.gif

Steps

  1. Navigate to the Company level Directory tool.
    This reveals the Company Directory page. 
  2. Click Companies
    This reveals your company's list of active company/vendor records. 
  3. Choose from these options:
    • To make one company inactive, mark the checkbox next to the desired company name.
      OR
    • To make multiple companies inactive, place a mark in each desired checkbox. 
  4. Choose Bulk Actions > Inactivate.
    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