Tutorials

Manage User Accounts

• Add a User Account to the Project Directory
• Bulk Add Users and Companies to a Project Directory
• Download a Card for a User Account in the Project Directory
• Configure Schedule Notification Emails
• Edit a User Account in the Project Directory
• Enable Weather Delay Alerts for a User's Phone or Email
• Invite a Batch of Users to Join a Procore Project
• Invite or Reinvite a User to Join a Procore Project
• Reactivate a Batch of User Accounts in a Project Directory
• Reactivate a Single User Account in the Project Directory
• Remove a Batch of User Accounts from a Project Directory
• Remove a Single User Account from a Project

Manage Permissions & Permission Templates

• Assign a Project Permissions Template to a User in the Project Directory
• Change a User's Permissions in the Project Directory
• Create a Project Specific Permissions Template from the Project Directory

Manage Companies

• Add a Company to the Project Directory
• Add Project Insurance to a Company Record in the Project Directory 
• Deactivate a Company in the Project Directory
• Edit a Company in the Project Directory
• Reactivate a Batch of Companies in a Project Directory
• Remove a Batch of Companies from a Project Directory
• Remove a Company Record from a Project Directory
• Remove Project Insurance from a Company in the Project Directory
• Set Tenderer Information for a Company in the Project Directory

Manage Distribution Groups

• Add a Distribution Group to the Project Directory
• Delete a Distribution Group from the Project Directory
• Edit a Distribution Group in the Project Directory

Configure the Project Directory

• Configure Advanced Settings: Project Directory
• Set up a Project Directory
• Request Company and People Imports
  • Download the Company or User Import Template
  • Update the Company or User Import Template
  • Send a Company or User Import Template to Procore
• Perform Company and People Imports (Procore Imports)

General Usage

• Customize the Column Display in the Directory Tool
• Export the Project Directory to CSV or PDF
• Search and Filter the Project Directory
• Switch Between Views in the Project Directory
• View the Project Directory

Perform Bulk Actions

• Perform Bulk Actions on the Project Directory
  • Invite a Batch of Users to Join a Procore Project
  • Reactivate a Batch of Companies in a Project Directory
  • Remove a Batch of Companies in a Project Directory
  • Reactivate a Batch of User Accounts in a Project Directory
  • Remove a Batch of User Accounts from a Project Directory

ERP Integrations

• Send a Procore Company to ERP Integrations for Accounting Acceptance