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Procore

Bulk Add Users and Companies to a Project Directory

Objective

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

Things to Consider

  • Required User Permission:
    • To bulk add users from the Company Directory:
      • 'Admin' level permissions on the project's Directory tool.
        OR
      • 'Read Only' or 'Standard' level permissions with the 'Add from Company Directory (Assignable Permission Templates Only)' granular permission enabled on your permission template.
        Note: This granular permission does NOT grant you the permissions to change another user's assigned permission template or to edit the user's information after you initially add them to the Project Directory.
  • Additional Information:
    • You can only use the 'Bulk Add' option to add users and companies to a project that currently exist in the Company level directory.
    • The 'Bulk Add' option is especially useful for setting up new projects in Procore, to quickly add existing users and companies.

Demo

bulk-add-from-co-directory.gif

Steps

  1. Navigate to the project's Directory tool.
  2. Click Bulk Add from Co. Directory.
  3. Use the Select box to add users or companies to a selection table that displays on the page for your review.
    • Add All Users and Companies from the Company Directory. To bulk add all of the users and companies from the Company Directory to the project, click Select All. This adds all of the records from the Company Directory to the selection table.
    • Add Companies. To add a company, start typing the company's name in the Select box. Click the company's name to add it to the selection table. Repeat to add as many companies as you want.
      Note: Any users associated with this company's record in the Company Directory will be added to the selection table automatically. You can remove a user from the selection table by clicking the red 'X' on their row.
    • Add Users. To add a user, start typing the user's name in the Select box. Click the user's name to add it to the selection table. Repeat to add as many users as you want.
      Note: Any companies associated with the users you add will be added to the Project Directory automatically.
  4. Review the selection table.
    • 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.
    A banner displays to confirm that the system is adding your selections to the Project Directory.

See Also

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