Remove an Existing User from Projects in Your Company's Procore Account
Objective
To remove an existing user from 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 remove other users from projects that they are a part of.
- 'Admin' level permissions on the Company level Directory tool.
- Additional Information
- You can search by project name, number, or address.
- 100 projects load per page.
- You can select projects across multiple pages.
Steps
- Navigate to the Company level Directory tool.
- Click Users.
- Click View next to the name of the user you want to add to multiple projects.
- Click the Projects tab.
- Clear the checkboxes for the projects you want to remove the user from.
- Clear the checkbox at the top to remove the user from all projects on that page.
- Move the toggle to the ON
position to only show the user's assigned projects
- Click Save Changes.
Note: This may take a few minutes. You can navigate away from this page and check back later.
In Beta
This functionality can be enabled in Procore Explore by joining the beta for Bulk Add Users to Projects – Assign users to many projects faster from the Company Directory.
- Navigate to the Company level Directory tool.
- Click Users.
- Click View next to the name of the user you want to add to one or more projects.
- Click the Projects tab.
- Click Edit.
- Optional: Search for projects by project name, number, address, city, state, zip, and phone number.
- Optional: Click More Filters and select filters relating to the projects.
- Update project assignments:
- Update a Single Project Assignment
- Click the field under the 'Project Assignment' column and select Remove.
- Bulk Update Project Assignments
- Mark the checkboxes for the projects, then click Edit.
- Under 'Project Assignment', select Remove.
- Click Apply.
- Update a Single Project Assignment
- Click Next.
- Review the changes, then click Save.
Note: Click Undo to remove an unwanted change before clicking save.