Add a User Account to the Company Directory

Objective

To add a user to the Company Directory. 

Background 

In Procore, a user is a person who has a profile set up in a Procore Directory. Procore identifies unique users by their login email address. Because of this, the same login email address can't be used for more than one user profile in a company's Directory.

Users can be added to a company's Procore account in the Company level Directory tool or in the Project level Directory tool. This tutorial explains how to add users in the Company level Directory tool.

Things to Consider

• Required User Permissions
• Required fields are managed in the configurable fieldset for the Directory.
  • If you do not want to show the 'Is Employee' field when creating a user, 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.
• Users cannot be deleted but can be inactivated. See Deactivate User Accounts in the Company Directory.
• For assigning user permissions:
  • Users with the granular permissions can only assign other users assignable permissions templates.
  • Only global permission templates for projects can be selected when adding a user in the Company level Directory. However, you can assign a project specific permission template after creation, by editing the user's account. See Assign a Project Permissions Template to a User in the Company Directory.

Steps

1. Navigate to the Company level Directory tool.
2. Click Add User.
3. Complete the form:
   1. First Name. Enter the new user's first name. 
   2. Last Name. Enter the new user's last name. 
   3. Email Address. Enter the new user's email address. 
   4. Project Permissions Template (Default). Select the user's permission template, or to apply one later.
   5. Company Permissions Template. Select the user's permission template, or to apply one later.
   6. Company. Select the user's company.
   7. Is Employee: Select whether the user is an employee of your company.

       PROCORE SUPPORT: INTERNAL NOTES

      Customers who upgraded from free Procore account that have selected their company in the 'Company' field will have 'Is Employee' marked as 'yes' and will not editable.

      ​​​​
       
4. Click Create.

Next Steps

• Add a User to a Company
• Edit a User Account in the Company Directory
• Assign a Company Permissions Template
• Assign a Project Permissions Template
• Edit a User's Distribution Groups
• Add Users to Projects
• Add Users to Future Projects
• Add People to Resource Planning

See Also

• Deactivate a User
• Manage Project Permissions Templates
• Add a User Account to the Project Directory