Add an Existing User to Projects in Your Company's Procore Account

Objective

To add an existing user to one or more projects in the Company level Directory tool.

Things to Consider

• Required User Permissions:
  • 'Admin' level permissions on the Company level Directory tool.
    OR
  • 'Read Only' or 'Standard' level permissions on the Company level Directory tool with the 'Create and Edit Users (Based on Assignable Permissions Templates)' granular permission enabled on your permissions template.
    Note: Users with these permissions can only add other users to projects that they have already been added to.
• Additional Information:
  • Before adding an existing user to all of the projects in your company's Procore account, ensure that an appropriate project permissions template is available. See Manage Project Permissions Templates.
  • You can search by project name, number, or address.
  • 100 projects load per page.
  • You can select projects across multiple pages.

Steps

1. Navigate to the Company level Directory tool.
2. Click Users.
3. Click View next to the name of the user you want to add to one or more projects.
4. Click the Projects tab.
5. Identify the projects you want to add the user to.
   • Search for projects by project name, number, address, city, state, zip, and phone number.
   • Move the toggle to the ON  position to only show the user's assigned projects.
6. Mark the checkboxes for which project(s) to add the user to.
   Note: Mark the checkbox at the top to select all projects on that page.
7. Click Save Changes.
   Note: This may take a few minutes. You can navigate away from this page and check back later.

See Also

• Remove an Existing User from Projects in Your Company's Procore Account
• View User Details in the Company Level Directory Tool