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Procore (en-CA)

Remove a Batch of User Accounts from a Project Directory

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Objective

To use the Bulk Actions > Remove from Project menu in the Users view of the Project Directory.

Background

You can use the Bulk Actions > Remove from Project menu command in the Users view of the Project Directory. This allows you to remove a group of users from a project, so they can no longer gain access to the project. 

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the Project level Directory tool.
      OR
    • 'Standard' or 'Read Only' level permissions on the Project level Directory tool with the 'Remove User from a Project' granular permission enabled on your permissions template.

Steps

  1. Navigate to the Project level Directory tool.
  2. Click Users.
  3. Mark the checkbox next to each user that you want to remove from the project.
  4. Click Bulk Actions and select Remove from Project.
  5. In the 'Remove User(s) from Project' window, click Remove to remove the users from the project or click Cancel to keep them on the project.
    A green banner displays to confirm that the users were removed.