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Procore

Edit a User Account in the Project Directory

Objective

To edit a user on the project's Directory tool. 

Things to Consider

  • Required User Permission:
  • Additional Information:
    • Any edits you make will be reflected in the user's Change History tab. The change history is only visible to users with 'Admin' level permissions on the Project Directory.
    • If you want to remove a user from the Project Directory, see Remove a User from a Project
  • Limitations:

Steps

  1. Navigate to the Project level Directory tool.
  2. Navigate to the Users tab.
  3. Click Edit next to the user you want to modify.
  4. Optional: If the user is employed by or affiliated with a company already in the Project level Directory, you can update the user's personal information with the information from the company by selecting the company in the 'Company Name' drop-down menu and clicking Copy to Personal Information.
  5. Continue to update the following information:
    • First Name. Change first name of the user. 
    • Last Name. Change the surname of the user. 
    • Initials. Modify the user's initials. 
    • Company Name. Update the user's company's business name. 
    • Company Address. Edit the address entry as appropriate. 
    • Email Address. Revise the user's email address. This is the email address that emails from Procore are sent to.
      Note: Updating this email address may not change the user's login ID. See Can I change a person's email address in the Directory?
    • Address. If the user's office is in a location that is different from the company address, update the user's address here. 
    • City. Type the name of the city associated with the user's address. 
    • Country/State. Select the desired country/state from the drop-down lists. 
    • ZIP. Enter the ZIP code in the text box. 
    • Business Phone. Update the user's business phone number. 
    • Business Fax. Update the user's fax number. 
    • Cell Phone. Update the user's mobile telephone number. 
    • Job Title. Update the user's job title.
    • Project Roles. Select the appropriate project role for the user from the drop-down list.
    • Tags/Keywords. Enter any tags and keywords as needed. 
  6. Admin Only: The following fields can only be viewed and updated by users with 'Admin' level permissions on the Project level Directory tool.
    • Active? A checkmark in this box indicates that the user is active.
    • Classification. Select a classification for the user.
      Note: This list comes from the Company level classifications. See Add a Classification.
    • Send This User Messages. Select Via Email or Not at All from the drop-down menu. If you will be designating this user as an invoice contact, select Via Email to ensure that any invoice-related messages are sent. For details, see What is an invoice contact?
    • Is Employee Of [Company Name]?. Place a checkmark if the user is an employee of your company. Leave the checkmark blank if the user is employed by another business entity. 
    • Is an Insurance Manager of [Company Name]?. If this user is also an Insurance Manager for your company, place a checkmark in this box. To learn more, see Designate an Insurance Manager for Your Procore Company.
    • Attachments. Click Attach File(s) or user a drag-and-drop operation to move file from a computer or network location into Procore. 
  7. Continue editing the record as needed. For information about the available options, see Add a User Account to the Project Directory.
  8. Click Save.

See Also