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Procore

View User Details in the Company Level Directory Tool

Objective

To view details for a user in the Company level Directory tool.

Things to Consider

  • Required User Permissions:

Steps

  1. Navigate to the Company level Directory tool.
  2. Click the Users tab.
  3. Click View next to the user you want to view.
  4. Click the General tab to view the following information about the user as entered in Procore:
    • The first section in this tab includes the following information:
      • Avatar
      • Name
      • Job Title
      • Company
    • The About section includes the following information:
      • Address
      • Initials
      • Email
      • Phone Number
      • Mobile Number
      • Fax Number
      • Tags/Keywords
    • The Documents section includes any attachments added to the user's profile.
    • The Communication Preferences section includes the following information:
      • Send Messages
      • Receive Insurance Notifications
      • Distribution Groups
    • The Resource Management section includes the following information:
      • Classification
      • Employee of [Company Name]
      • Employee ID
  5. Click the Projects tab to view a list of projects the user has been added to.
    Note: This list only includes projects that both you and the user have been added to.
    This tab includes the following information about each project:
    • Name
    • Project Roles
    • Stage
  6. Click the Change History tab to view a list of changes made to the user's profile.
    Note: This tab is only visible to users with 'Admin' level permissions on the Company level Directory tool or users with 'Read Only' or 'Standard' level permissions on the Company level Directory tool with the 'Create and Edit Users' granular permission enabled on their company permissions template.

 

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 .