Inactivate a Batch of Companies in the Company Directory

Objective

To use the Bulk Actions > Inactivate menu in the Companies view of the Company Directory.

Background

You can use the Bulk Actions > Inactivate menu command in the Companies view of the Company Directory. This allows you to inactivate company records in Procore. 

Things to Consider

• Required User Permissions:
  • 'Read Only' or 'Standard' level permissions on the Company level Directory tool with the 'Create and Edit Companies' granular permission enabled on your permissions template.
    OR
  • 'Admin' level permissions on the Company level Directory tool.
• Additional Information:
  • Inactivating a company record does NOT inactivate users associated with that company.

Steps

1. Navigate to the Company level Directory tool.
2. Click Companies. 
3. Mark the checkbox next to each company that you want to inactivate.
4. Click Bulk Actions and select Inactivate.
5. In the 'Inactivate Companies' window, review the list of companies. Click the X next to a company's name to remove it from the list.
6. Click Inactivate.
   A GREEN banner displays to confirm that the company record was moved to 'Inactive Companies'. 

Next Steps

• Use Bulk Actions > Reactivate on Inactive Companies in the Company Directory

See Also

• Perform Bulk Actions on the Company Directory