Create a User Account in the Project Directory

Objective

To create a new user account in Procore's Project Directory tool.

Background

In Procore, a user is someone who has a profile in Procore and can log into the Procore platform. Users can be created in either the Project or Company level Directory tools. When a user is created or added to a project Directory, they are assigned to the project and can perform actions based on their permissions.

When a user is added in the project's Directory. They are also added to the company's Directory. If the user already exists in the Company Directory, you can add them to your project's Directory instead.

Things to Consider

• Required User Permissions
• Users created in the Project level Directory tool are also automatically added to the Company level Directory tool.
• If you do not want to show the 'Is Employee' field when creating a user, you can create or edit the configurable fieldset for the Directory to hide the field. Hiding the field also removes it from the user's detail page.
• To bulk import users, you can request an import, or import users directly.
  • Request Company and People Imports.
  • Import Users & Vendors into your Project Level Directory Tool (Procore Imports).

Steps

1. Navigate to the Project level Directory tool.
2. Click Add User.
3. Complete the form.
   Note: Additional fields configured by your company may be displayed or required. See Create New Configurable Fieldsets.
   • First Name. Enter the new user's first name. 
   • Last Name. Enter the new user's last name. 
   • Email Address. Enter the new user's email address. This will be the email that they use to log in to Procore. In order to add the record, the email address entry must use the proper format (e.g., jsmith@example.com). 
   • Permission Template. Select one of these options from the drop-down list:
     Note: We recommend selecting either a global permission template or a project specific permission template. To learn more about permission templates, see Manage Project Permissions Templates. What is a Default Permission Template??
     • Apply a Permission Template Later: Select this option to define the user's permissions later. If you select this option and a permissions template is not applied, users with 'Admin' level permissions on the Project level Directory tool can adjust this user's permissions in the configuration settings pages for individual tools.
       OR
     • Global Permission Template: To provide the user with the project access permissions defined in one of your company's global permission templates, select a template under the 'Global Permission Templates' section.
       OR
     • Project Specific Permission Template: To provide the user with project access permissions defined in one of the project specific permission templates on the project, select a template under the 'Project Specific Templates' section.
4. Click Save.

Next Steps

1. Edit the user's account to provide additional information.
2. Edit a User's Default Email Notifications
3. Invite the user to your project.

See Also

• Remove Users from a Project
• Deactivate a User