Company Directory
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The Company Directory allows people to create, import, and store an unlimited amount of user information in Procore. Procore Admins can also invite people to join Procore as users, as well as set user access permissions to different Procore tools.
- Add and edit user information at the Company level
- Invite and re-invite people to join Procore as end users
- Grant access permissions to Procore tools and configure tool settings
- Import companies and people
Popular Tutorials (view all)
Top FAQ (view all)
- What is the maximum character length for a 'Company Name' in the Directory tool?
- What is a permissions template?
- What are configurable fieldsets and which Procore tools support them?
- What is the difference between a distribution group and distribution list in Procore?
- Which Procore tools support granular permissions?
The links below detail tasks performed in the Company Directory. Different tasks can also be performed in the Project Directory.
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Note
See Procore Imports for additional videos related to the Company Directory.Tip
To browse and search all Procore training videos, visit our video library.
Add a Company to the Company Level Directory Tool
Add a User to the Company Level Directory Tool
Create a Distribution Group in the Company Level Directory Tool
OUTDATED VIDEOS - Removed from Support Site and Certifications
Import Companies into the Company Level Directory Tool
Import Users into the Company Level Directory Tool
Admin - Create a Distribution Group
Import Users to the Directory
Admin - Add a User To the Company Directory
Admin - Import Companies into the Directory Tool
Admin - Add a Company To the Company Directory
Directory and Permission Levels
Directory Imports: Best Practices
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Add a Company to the Company Level Directory Tool
Add a User to the Company Level Directory Tool
Create a Distribution Group in the Company Level Directory Tool
OUTDATED VIDEOS - Removed from Support Site and Certifications
Import Companies into the Company Level Directory Tool
Import Users into the Company Level Directory Tool
Directory and Permission Levels
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Import Users into the Company Directory Tool
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Add a Company to the Company Level Directory Tool
Add a User to the Company Level Directory Tool
Create a Distribution Group in the Company Level Directory Tool
OUTDATED VIDEOS - Removed from Support Site and Certifications
Import Users into the Company Level Directory Tool
Import Companies into the Company Level Directory Tool
Import Users to the Directory
Directory and Permission Levels
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Admin - Add a User To the Company Directory
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Admin - Add a Company To the Company Directory
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Admin - Create a Distribution Group
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Admin - Import Companies into the Directory Tool
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Add a Company to the Company Level Directory Tool
Add a User to the Company Level Directory Tool
Create a Distribution Group in the Company Level Directory Tool
OUTDATED VIDEOS - Removed from Support Site and Certifications
Import Users into the Company Level Directory Tool
Import Companies into the Company Level Directory Tool
Directory and Permission Levels
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Add a Company to the Company Level Directory Tool
Add a User to the Company Level Directory Tool
Create a Distribution Group in the Company Level Directory Tool
OUTDATED VIDEOS - Removed from Support Site and Certifications
Import Users into the Company Level Directory Tool
Import Companies into the Company Level Directory Tool
Import Users to the Directory
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Directory and Permission Levels
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Admin - Add a User To the Company Directory
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Admin - Add a Company To the Company Directory
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Admin - Create a Distribution Group
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Admin - Import Companies into the Directory Tool
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Add a Company to the Company Level Directory Tool
Add a User to the Company Level Directory Tool
Create a Distribution Group in the Company Level Directory Tool
OUTDATED VIDEOS - Removed from Support Site and Certifications
Import Users into the Company Level Directory Tool
Import Companies into the Company Level Directory Tool
Import Users to the Directory
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Directory and Permission Levels
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Admin - Add a User To the Company Directory
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Admin - Add a Company To the Company Directory
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Admin - Create a Distribution Group
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Admin - Import Companies into the Directory Tool
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Add a Company to the Company Level Directory Tool
Add a User to the Company Level Directory Tool
Create a Distribution Group in the Company Level Directory Tool
OUTDATED VIDEOS - Removed from Support Site and Certifications
Import Users into the Company Level Directory Tool
Import Companies into the Company Level Directory Tool
Import Users to the Directory
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Directory and Permission Levels
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Admin - Add a User To the Company Directory
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Admin - Add a Company To the Company Directory
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Admin - Create a Distribution Group
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Admin - Import Companies into the Directory Tool
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Add a Company to the Company Level Directory Tool
Add a User to the Company Level Directory Tool
Create a Distribution Group in the Company Level Directory Tool
OUTDATED VIDEOS - Removed from Support Site and Certifications
Import Users into the Company Level Directory Tool
Import Companies into the Company Level Directory Tool
Import Users to the Directory
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Directory and Permission Levels
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Admin - Add a User To the Company Directory
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Admin - Add a Company To the Company Directory
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Admin - Create a Distribution Group
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Admin - Import Companies into the Directory Tool
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Add a Company to the Company Level Directory Tool
Add a User to the Company Level Directory Tool
Create a Distribution Group in the Company Level Directory Tool
OUTDATED VIDEOS - Removed from Support Site and Certifications
Import Users into the Company Level Directory Tool
Import Companies into the Company Level Directory Tool
Directory and Permission Levels
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Import Users into the Company Directory Tool
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Add a Company to the Company Level Directory Tool
Add a User to the Company Level Directory Tool
Create a Distribution Group in the Company Level Directory Tool
OUTDATED VIDEOS - Removed from Support Site and Certifications
Import Companies into the Company Level Directory Tool
Import Users into the Company Level Directory Tool
Admin - Create a Distribution Group
Import Users to the Directory
Admin - Add a User To the Company Directory
Admin - Import Companies into the Directory Tool
Admin - Add a Company To the Company Directory
Directory and Permission Levels
Directory Imports: Best Practices
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
- Can I add personal avatars or profile photos for other users?
- Can I change a person's email address in the Directory?
- Can I provide users with 'Read Only' level permissions with limited access to update information in Procore?
- Can I receive weather delay alerts by phone or email?
- Can a person be associated with multiple vendor/company records in the Company Level Directory Tool?
- How can I troubleshoot an issue with the Procore Web Application?
- How do I add an avatar or profile photo to Procore?
- How do I revoke project access for a Procore user?
- How do I use Tags/Keywords in Procore?
- How do I verify an Australian Business Number (ABN)?
- I thought I added a user, but now I can't find that person. What happened?
- What are configurable fieldsets and which Procore tools support them?
- What are role-based permissions?
- What are the default permission levels in Procore?
- What are the default project permissions templates in Procore?
- What are the default statuses for insurance in Procore?
- What fields are searched in the Directory tool?
- What fieldset configurations are recommended for configurable fieldsets?
- What granular permissions are available for the Company level Directory tool?
- What granular permissions are available for the Project level Directory tool?
- What happens if I have duplicate company records in Procore's Company Directory?
- What happens when companies and users are added from the Procore Construction Network to the Company Directory?
- What is a 'contact' in Procore and which project tools support the concept?
- What is a company admin?
- What is a permissions template?
- What is an advanced search symbol in Procore?
- What is an assignable permissions template?
- What is the difference between 'Field Productivity' and 'Workforce Management'?
- What is the difference between a distribution group and distribution list in Procore?
- What is the difference between accepting a Procore Invitation and creating a Free Procore Company Account?
- What is the maximum character length for a 'Company Name' in the Directory tool?
- What standard trades are available in Procore?
- Which Microsoft Excel file versions can be attached to items in Procore?
- Which Procore tools support 'Classifications'?
- Which Procore tools support granular permissions?
- Which fields in the Directory tool can be configured as required, optional or hidden?
- Which insurance fields in a Procore company sync with Sage 300 CRE vendors?
- Who can see users listed in a Project Directory?
- Who receives notification emails when a vendor's insurance expires?
Company Directory
Learn which user permissions are required to take the described actions in this tool.
Important
Some actions that impact this tool are done in other Procore tools. See the User Permissions Matrix for the full list of actions taken in all other tools.
Permissions
| | The action is available on Procore's Web, iOS, and/or Android application. Click to view the tutorial.
Users can take the action with this permission level.
Users can take this action with this permission level AND one or more additional requirements, like granular permissions.
What granular permissions are available for the Company level Directory tool?
Important
A user who is granted 'Admin' level permissions on the Company level Directory tool is automatically granted 'Admin' permissions across all Project level and Company level tools.Action | None | Read Only | Standard | Admin | Notes |
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Accept or Deny a User's Request to Join Your Company |
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Add a Company to the Company Directory |
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Add a Distribution Group to the Company Directory |
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Add a User Account to the Company Directory |
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Users with granular permissions have the following limitations:
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Add an Existing User to Projects in Your Company's Procore Account |
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Users with granular permissions can only add other users to projects that they have already been added to. |
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Add Insurance for a Vendor in the Company Directory |
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Allow Users to Create New Projects |
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Assign a Company Permission Template to a User in the Company Directory |
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Users with granular permissions have the following limitations:
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Assign a Default Project Permissions Template to a User in the Company Directory |
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Users with granular permissions can only assign users to assignable default project permissions templates. | ||
Assign a Project Permissions Template to a User in the Company Directory |
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Users with granular permissions have the following limitations:
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Change a User's Permissions to Company Tools in the Company Directory |
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Users with granular permissions can only grant access to Company tools by assigning users to assignable company permissions templates. |
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Change a User's Project Permissions Template in the Company Directory |
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Users with granular permissions have the following limitations:
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Configure Advanced Settings: Company Directory |
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Customize the Column Display in the Directory Tool |
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Deactivate a Company in the Company Directory |
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Delete a Distribution Group from the Company Directory |
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Designate an Insurance Manager for Your Procore Company |
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Download a vCard for a User Account in the Company Directory |
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Download a Company or User Import Template |
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Edit a Company in the Company Directory |
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Edit a Contact in the Company Directory |
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Edit a Distribution Group in the Company Directory |
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Edit a User Account in the Company Directory |
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Users with granular permissions have the following limitations:
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Export the Company Directory to CSV or PDF |
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Inactivate a Batch of Companies in the Company Directory |
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Inactivate a Batch of User Accounts in the Company Directory |
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Inactivate a Contact in the Company Directory |
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Inactivate a Company in the Company Directory |
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Invite a Batch of Procore Users to Join a Company's Procore Account |
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Invite or Re-invite a User to Procore |
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Merge Companies |
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Reactivate a Batch of Companies in the Company Directory |
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Reactivate a Batch of User Accounts in the Company Directory |
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Reactivate a Contact in the Company Directory |
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Reactivate a Company in the Company Directory |
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Reactivate a User in the Company Directory |
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Refresh Tender Contacts for Connected Companies in the Company Directory |
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Remove an Existing User from Projects in Your Company's Procore Account |
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Users with granular permissions can only remove other users from projects that they are a part of. | ||
Remove Company Insurance |
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Request Company and People Imports |
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Respond to a 'Welcome to Procore' Email |
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Search and Filter the Company Directory |
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Send a Company or User Import Template to Procore |
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Send a Procore Company to ERP Integrations for Accounting Acceptance |
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Set Tenderer Information at the Company Level |
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Switch Between Views in the Company Directory |
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Update Expiring Insurance for a Vendor in the Company Directory |
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View Company Details in the Company Level Directory Tool |
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View Merge Company History |
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View User Details in the Company Level Directory Tool |
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Below are the notable changes to the Company level Directory tool.
Recent Changes
Save Companies from the Procore Construction Network to your Directory (14/05/2024)
When adding companies to your Company Directory, you can save businesses listed on the Procore Construction Network instead of creating them manually. By saving these connected companies, we are making it easier for you to connect with businesses already in Procore so you can use new collaboration features as they become available. See Add a Company to the Company Directory.
Save Companies from the Procore Construction Network to your Directory (08/04/2024)
When adding companies to your Company Directory, you can save businesses listed on the Procore Construction Network instead of creating them manually. By saving these connected companies, we are making it easier for you to connect with businesses already in Procore so you can use new collaboration features as they become available. See Add a Company to the Company Directory.
APPROVE OR DECLINE REQUESTS TO JOIN YOUR COMPANY (12/03/2024)
When people create a Procore account, they can request to join their company if it already has an account in Procore. Company Admins for the company receive an email notification. They can log in to Procore and accept or decline the request. See Accept or Deny a User's Request to Join Your Company.
Manage Bid Contacts for a Connected Company (03/05/2024)
You can add bid contacts from your Directory to a connected company. See Set Bidder Information at the Company Level.
Retry or Cancel when Merging Companies (15/02/2024)
Users merging companies can now cancel the merge, or retry the merge if they get an error. See Merge Companies.
New 'Additional Insured' Field for Companies (14/02/2024)
When adding insurance information for companies in your Directory, a new 'Additional Insured' field is available. Add a free-text entry about any additional insured entities for the Certificate of Insurance (COI). See Add Insurance to a Company Record in the Company Directory.
Refresh Tender Contacts for Connected Companies (04/12/2023)
You can now refresh bid contacts for connected companies in the Company Directory. This allows you to see the current bid contacts as set by the connected company. See Refresh Bid Contacts for Connected Companies in the Company Directory.
Inactivate Connected Users (18/10/2023)
You can now inactivate users and tender contacts from a connected company in your company's Directory. This also allows you to inactivate a connected company. See Inactivate a User in the Company Directory and Inactivate a Company in the Company Directory.
Configurable Employee Field When Creating New Users (10/18/2023)
When creating a new user, you can update the 'Is Employee' field to indicate if the user is an employee of your company. By default, users are not marked as employees, making it easy to add collaborators. If you do not want to show this field, you can create or edit the configurable fieldset for the Directory to hide the field. Hiding the field also removes it from the user's detail page. Read the Announcement for more details.
New Fields when Creating a User (02/10/2023)
New fields have been added when creating a user in the Project and Company level Directories. You now need to select whether the user is an employee of your company, and select the company the user belongs to. This will ensure better data accuracy in your directory. See Add a User Account to the Project Directory and Add a User Account to the Company Directory.
Merge Connected Companies (19/07/2023)
It is now possible to merge connected companies that are added from the Procore Construction Network and companies created locally in your Company level Directory. See Merge Companies and How are duplicate companies handled between the Directory tool and Procore Construction Network?
Assignable Default Project Permissions Templates (11/07/2023)
Assignable default project permissions templates are now available in the Company level Directory. This allows users with granular permission to 'Create and Edit Users (Based on Assignable Permissions Templates)' in the Company level Directory to assign other users selected Default Project Permissions Templates when adding or editing users. Previously only Directory Admins could do this task. Read more in the Announcement and see tutorials to Add User Accounts to the Company Directory and Edit Default Project Permissions in the Company Directory.
Assignable Company Permissions Templates (13/06/2023)
Assignable permissions templates are now available for the Company level Directory, allowing users with granular permission to 'Create and Edit Users' in the Company level Directory to assign other users an assignable Company level permission template and grant access to Company level tools. Read more in the Announcement and see tutorials to Assign a Company Permissions Template to a User in the Company Directory and Change a User's Permissions to Company Tools in the Company Directory.
New Views and Filters when Managing Projects for a User (23/05/2023)
When editing a user's projects, you can configure the projects table show specific fields, rearrange and pin columns, or apply a filter to only show the user's assigned projects. To learn how, see View User Details in the Company Directory, Add an Existing User to Projects, and Remove an Existing User from Projects.
Easily Manage Users Access to Projects (06/04/2023)
Directory Admins and users with granular permissions to Create and Edit Users can now easily edit which projects a user belongs to. Read the Announcement or Add an Existing User to Projects in Your Company's Procore Account to learn more.