Deactivate a Company in the Project Directory
Objective
To move a vendor/company record in the Project Directory to the project's 'Inactive Companies' list.
Background
Inactive companies are archived in the Directory tool. However, the vendor/company name will no longer appears as selections in Procore's drop-down menus and lists.
Things to Consider
- Required User Permissions
- When deactivating a company, the record is set to 'Inactive.' The record is NOT deleted.
- An 'Inactive' company record can be reactivated at any time. See Reactivate a Company in the Project Directory.
- If your company has enabled the Procore + ERP Integration:
- You might need to consolidate duplicate entries since only one Company level entry can be tied to an ERP vendor. In such cases, you may need to reassign users to the chosen company entry and inactivate the other duplicate company entries.
Prerequisites
- Users cannot be associated with a company record when it's deactivated. If there are users, you must take one of the following actions:
- Remove users from the company record.
- Reassign users to a different company.
- Deactivate users. See Deactivate a User in the Company Directory.
Steps
- Navigate to the Project level Directory tool.
- Locate the company in the list, then click Edit.
- Click Deactivate Company.