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Assign Project Roles from the Company Directory

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Beta

Company Administrators can enable the Bulk Add a User to Projects from Company Directory beta in Procore Explore.

You can assign Project Roles to a user for many projects from the Company level Directory tool.

Tip

You can also bulk assign project roles from the Workflows tool.

Things to Consider

Steps

  1. Navigate to the Company level Directory tool.

  2. Click Users.

  3. Click View next to the name of the user.

  4. Click the Projects tab.

  5. Click Edit Projects.

  6. Update Project Roles.

    • Bulk Update Project Roles

      1. Mark the checkboxes for the projects where you want to edit the role.

      2. Click Edit.

      3. Select the project role that will apply to all selected projects.

      4. Click Apply.

      5. Click Next.

      6. Click Save to confirm.

    • Update a Single Project Role

      1. In the Project Role column, select the project role.

    • Add User to All Projects and Assign the Role

      1. Click Add to All Projects.

      2. Select the project permission template to be applied to the selected projects.

      3. Select the Project Role.

      4. Select which projects to assign:

        • Active Projects

        • Inactive Projects

        • All Projects

      5. Click Next.

      6. Click Save to confirm.

See Also