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Edit a User Account in the Company Directory

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Objective

To edit a user in the Company Directory. 

Things to Consider

Steps

  1. Navigate to the Company level Directory tool.
  2. Locate the user record to modify. Then click Edit.
  3. Follow the steps below for each task you want to complete.
  4. Save the User Record

Update the User's 'Personal Information'

  • Update the user's 'Personal Information' as needed.
    Notes:
    • Only Admins can update a user's 'Email Address'.
    • Only Admins can update a user's 'Login'.
      • If your company's email domain is managed by SSO in Procore and you have 'Admin' level permissions on the Company level Directory tool, you can change the login email address for other users who belong to the same SSO domain and for other users who only have user accounts in your company's Procore account. See Can I change a person's email address in the Directory?
      • If your company's email domain is not managed by SSO in Procore, users can change their own login email address in the 'My Profile Settings' on their account as long as the new email address is not associated with another user in Procore. See Change Your Login ID Email Address for Your Procore User Account.
    • If the user is employed by or affiliated with a company already in your directory, you can update the following fields under 'Personal Information' with the information from the company by choosing the company in the Company Name selector and clicking Copy to Personal Information.

Update the User's Company Permissions

  1. Scroll to the 'Company Permissions Templates' section.
  2. Select a company permissions template from the drop-down menu (recommended) or select Do Not Apply a  Permission Template.
    Note: Users with the granular permission can only grant permissions to company tools by assigning users to an assignable permissions template.
  3. If you do not want to apply a company permissions template, click the button under the permission level you want to provide for each tool you want the user to have access to.
    Notes:
    • Only company Directory Admins can grant permissions this way.
    • Procore's default setting provides users with 'Read Only' permission to the Portfolio tool, which allows the user to view all of the projects they have been added to.
 Note
To make the user a Company Administrator, select 'Admin' permissions for the Company level Directory tool. This gives them 'Admin' level permissions for all Company level tools and Project level tools for projects that they are added to.


directory-company-permissions-templates.png

Add the User to Company Distribution Groups

If your company has created any distribution groups, the will appear in this table. Place a checkmark in the desired boxes to add the user to that group. If the table is blank, you must first create distribution groups. See Add a Distribution Group to the Company Directory. 

Update the User's 'New Project Settings'

  1. Scroll to New Project Settings.
    cdir-project-settings.png 
    • Click Select Default Template to select a default project permissions template for the user.
      Note: Users with the granular permissions can only assign other users assignable permissions templates.
    • Mark the checkbox to Add [User] to All New Projects.
      Note: This task can only be completed by users with 'Admin' level permissions on the Company level Directory tool.
    • Mark the checkbox to Allow [User Name] to Create New Projects. 
      Note: This task can only be completed by users with 'Admin' level permissions on the Company level Directory tool.
  2. Continue and Update the User's Current Project Settings.

Update the User's 'Current Project Settings'

  1. Scroll to 'Current Project Settings'.
  2. Scroll to 'Projects [User Name] Does Not Belong To'. 
    • To add the user to a project, click Add next to a project.
      Notes:
      • Users with the granular permissions can only add other users to projects that they belong to.
      • When added to a project, the user is automatically added to the corresponding Project Directory.
  3. Continue with Save the User's Record.

Save the User Record

Depending on whether the account is new or existing, click one of the following buttons:

  • Click Save and Send Invitation when:
    • You want to invite the new user to join your project. 
    • The user has NOT previously logged into Procore. 
       
  • Click Save & Send Notification when:
    • You want to notify an existing user of a change. 
    • The user has previously logged into Procore. 
       
  • Click Save when:
    • You want to save the new user account.
    • You are NOT ready to send the user an invitation to join Procore. 

You can also re-invite a user at a later time. See Invite or Re-invite a User to Procore.