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Workflow Diagrams

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Manage Project Permissions Templates
Manage Project Permis...
Do you want to use Procore Imports to add users and companies to your Company level Directory?
Do you want to use Procore Impo...


Add a Company to the Company Directory
Add a Company to the...


Add a Distribution Group to the Company Directory
Add a Distribution Gr...


Add Insurance to a Company in the Company Directory
Add Insurance to a Co...


Set Bidder Information at the Company Level
Set Bidder Informatio...


Designate an Insurance Manager for Your Procore Company
Designate an Insuranc...


Add a User Account to the Company Directory
Add a User Account to...


Invite a Batch of Procore Users to Join a Company's Procore Account
Invite a Batch of Pro...


Download the Company or User Import Template
Download the Company...


Update the Company or User Import Template
Update the Company or...


Send a Completed Company or User Import Template to Procore
Send a Completed Comp...
With the Procore Imports Application (Recommended)
With the Procore Impo...
Without the Procore Imports Application
Without the Procore I...


Manage Company Permissions Templates
Manage Company Permis...


Download the Procore Imports Application
Download the Procore...


Prepare Users & Vendors for Import
Prepare Users & Vendo...


Import Users & Vendors into your Company Level Directory Tool
Import Users & Vendor...


START
START


END
END
LEGEND
LEGEND
Outside Directory tool
Outside Directory tool
Optional Step
Optional Step