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Is there a way to bulk replace an approver, submitter or reviewer on a project's submittals?

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Question

A person on our project team has recently left the project. However, that person was assigned as approver on more than 100 project submittals. Is there a way to replace that person with a new approver in bulk? 

Answer

Yes. If your project has only a few submittals assigned to this person, we recommend changing the approver name by manually removing the existing approver and then adding the new one. See Remove a Submitter or Approver from the Submittal Workflow and Add a Submitter and Approvers to the Submittal Workflow.

If you need to replace an approver, submitter or reviewer on a large number submittals, a user with 'Admin' level permissions on the project's Submittals tool can submit a request to support@procore.com. 

Procore will need the following information in your request:

  • Company Name. The name of your company's Procore account. 
  • Project ID. The ID number of the project(s) in which a person needs to be replaced. See How do I find the project ID?
  • Current Approver. The name of the person who needs to be replaced. 
  • New Approver. The name of the replacement person. 
 Note

To maintain data integrity, users will only be replaced in workflows they have not yet responded to during a bulk replace action performed by Procore Support.

Removal of a user who has already responded to a workflow must be performed manually on each individual submittal where their response has already been recorded. See Remove a Submitter or Approver from the Submittal Workflow.

See Also