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Procore

Perform Bulk Actions on the Project Directory

Objective 

To use the options in the Bulk Actions menu in the Project Directory. 

Background 

The Bulk Actions menu in the Project Directory lets you remove users from a project in bulk. 

Things to Consider 

  • Required User Permissions:
    • 'Admin' level permissions to the Project Directory.
  • Supported Views:
    • The Bulk Actions menu is available in the Users, Companies, Inactive Users, and Inactivate Companies views.
    • Availability of each menu command depends upon the active view and number of checkbox selections (i.e.,  one checkbox or multiple checkboxes).

Tasks 

The table below details the commands in the Bulk Actions menu for each view.  

Tab Menu Command Tutorial Link
Users Bulk Actions > Remove from Project Remove a Batch of User Accounts from a Project Directory
  Bulk Actions > Invite Invite a Batch of Users to Join a Procore Project
Companies Bulk Actions > Remove from Project Remove a Batch of Companies from a Project Directory
Inactive Users Bulk Actions > Reactivate Reactivate a Batch of User Accounts in a Project Directory
Inactive Companies Bulk Actions > Reactivate Reactivate a Batch of Companies in a Project Directory