Workflow Last updated Save as PDF Workflow Diagrams Click a box below to view the related tutorial. ORORManage Project Permissions TemplatesManage Project Permis...Do you want to use Procore Imports to add users and companies to your Company level Directory?Do you want to use Procore Impo...Add a Company to the Company DirectoryAdd a Company to the...Add a Distribution Group to the Company DirectoryAdd a Distribution Gr...Add Insurance to a Company in the Company DirectoryAdd Insurance to a Co...Set Bidder Information at the Company LevelSet Bidder Informatio...Designate an Insurance Manager for Your Procore CompanyDesignate an Insuranc...Add a User Account to the Company DirectoryAdd a User Account to...Invite a Batch of Procore Users to Join a Company's Procore AccountInvite a Batch of Pro...Download the Company or User Import TemplateDownload the Company...Update the Company or User Import TemplateUpdate the Company or...Send a Completed Company or User Import Template to ProcoreSend a Completed Comp...With the Procore Imports Application (Recommended)With the Procore Impo...Without the Procore Imports ApplicationWithout the Procore I...Manage Company Permissions TemplatesManage Company Permis...Download the Procore Imports ApplicationDownload the Procore...Prepare Users & Vendors for ImportPrepare Users & Vendo...Import Users & Vendors into your Company Level Directory ToolImport Users & Vendor...STARTSTARTENDENDLEGENDLEGENDOutside Directory toolOutside Directory toolOptional StepOptional Step