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Support Home > Products > Procore > Procore User Guide > Project Level > Directory > Tutorials > Deactivate a Company in the Project Directory

Deactivate a Company in the Project Directory

Objective

To make a vendor/company record 'Inactive' in the Project Directory.

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 Permission:
    • 'Admin' level permission on the Project Directory tool.
  • Additional Information:
    • When deactivating a vendor/company record, the record is set to 'Inactive.' It is NOT deleted.
      Note: To see all of the inactive vendors/companies, click the Inactive People and Companies link in the View menu on the right pane. 
    • An 'Admin' level user can reactivate an inactive (inactivated) company at any time.
    • For ERP Integrations (e.g. Sage 300, QuickBooks), you may 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.
    • You can not inactivate a company if there is at least one active user (of that company) tied to an active project. All users of a company must either be removed from all active projects, reassigned to a different company, or inactivated before you can inactivate a company.

Steps

  1. Navigate to the project's Directory tool.
    This reveals the Project Directory page.
  2. Locate the company in the list. Then click Edit



    This places the selected record in edit mode. 
  3. Click Deactivate Company
    Note: If the Deactivate Company is grayed out and unavailable, hover your cursor over the tooltip (?) icon to view the reason. 



    A banner appears to confirm that the company was deactivated.

 

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