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Procore

Bulk Add Users and Companies to a Project Directory

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 In Beta
A redesigned version of the Project Directory is currently in beta and can be enabled with Procore Explore.

Objective

To add users and companies to a project's Directory tool in bulk. 

Things to Consider

Steps

  1. Navigate to the Project level Directory tool.
  2. Click Bulk Add from Co. Directory.
    OR

    Beta  Click Add and select Bulk Add.

  3. Use the Select box to select the companies and users you want to add to the project.

    directory-bulk-add-select-box.png
  4. Review your selections and make adjustments.
    • To remove all of the users and companies in the selection table, click Clear All in the Select box.
    • To remove an individual user or company in the selection table, click the red 'X' on their row.
    • Select a permission template or select Apply Permission Template Later in the 'Permission Template' drop-down menu for each user added to the selection table.
    • Optional: Select a project role in the 'Project Role' drop-down menu for each user added to the selection table. See What are custom project roles?
    • Optional: Mark the 'Notify?' checkbox on a user's row to have the system send them an email notification to let them know they were added to the project.
  5. Scroll to the bottom of the selection table and click Add to Project.