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Procore

Remove Users from a Project

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 In Beta
A redesigned version of the Project Directory is currently in beta and can be enabled with Procore Explore.

Objective

To remove users from the Project level Directory tool. 

Background

Follow the steps below to permanently remove users from the Project Directory. Note that when you remove a user from the project they will no longer be available as a selection in any of the project's Assignee lists. However, all of the user's past activities on the will remain a permanent part of the project's historical record.

If you instead want to deactivate a user and prevent them from accessing your company's Procore account, see Deactivate a User from the Company Directory.

Things to Consider

Prerequisites

  • In order to remove a user from a project, any items on which the user is assigned on the project must be reassigned to another user or the user must complete the assigned task.
    Example
    For example, if a user is an 'Approver' on a submittal or the 'Assignee' on an RFI, the user must submit a reply on the submittal or the user must submit a reply to the RFI and the RFI must be 'Closed' by the RFI Manager)

Steps

Remove a Single User

  1. Navigate to the Project level Directory tool.
  2. Click the Users tab.
  3. Optional: Search and Filter the Project Directory
  4. Click Edit next to the person's name.
    OR

    Beta  Click the person's name.

  5. Click Remove from Project.
  6. Click OK to confirm.

Bulk Remove Users

  1. Navigate to the Project level Directory tool.
  2. Click Users.
  3. Mark the checkbox next to each user that you want to remove from the project.
  4. Click Bulk Actions and select Remove from Project.
    OR

    Beta  Click Remove from Project.

  5. Click Remove to confirm.

See Also