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Procore

Company Directory

The Company Directory allows people to create, import and store an unlimited amount of user information in Procore. Procore Admins can also invite people to join Procore as users, as well as set user access permissions to different Procore tools.

 
 
 
 
 
 
 
 
 
 
  • Add and edit user information at the Company level
  • Invite and re-invite people to join Procore as end users
  • Grant access permissions to Procore tools and configure tool settings
  • Import companies and people

The links below detail tasks performed in the Company Directory. Different tasks can also be performed in the Project Directory

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Manage User Accounts
 Note
See Procore Imports for additional videos related to the Company Directory.
 Tip

To browse and search all Procore training videos, visit our video library.

Add a Company to the Company Level Directory Tool
 
Add a User to the Company Level Directory Tool
 
Create a Distribution Group in the Company Level Directory Tool
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Import Companies into the Company Level Directory Tool
 
Import Users into the Company Level Directory Tool
 

Admin - Create a Distribution Group

 

Import Users to the Directory

Admin - Add a User To the Company Directory

 

Admin - Import Companies into the Directory Tool

 

Admin - Add a Company To the Company Directory

 

Directory and Permission Levels

Directory Imports: Best Practices

 

Video content may not accurately reflect the current state of the system and/or it may be out of date.

Add a Company to the Company Level Directory Tool
 
Add a User to the Company Level Directory Tool
 
Create a Distribution Group in the Company Level Directory Tool
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Import Companies into the Company Level Directory Tool
 
Import Users into the Company Level Directory Tool
 

Directory and Permission Levels

 

Video content may not accurately reflect the current state of the system and/or it may be out of date.

Import Users into the Company Directory Tool

 

Video content may not accurately reflect the current state of the system and/or it may be out of date.

Add a Company to the Company Level Directory Tool
 
Add a User to the Company Level Directory Tool
 
Create a Distribution Group in the Company Level Directory Tool
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Import Users into the Company Level Directory Tool
 
Import Companies into the Company Level Directory Tool
 

Import Users to the Directory

Directory and Permission Levels

Video content may not accurately reflect the current state of the system and/or it may be out of date.

Admin - Add a User To the Company Directory

 

Video content may not accurately reflect the current state of the system and/or it may be out of date.

Admin - Add a Company To the Company Directory

 

Video content may not accurately reflect the current state of the system and/or it may be out of date.

Admin - Create a Distribution Group

 

Video content may not accurately reflect the current state of the system and/or it may be out of date.

Admin - Import Companies into the Directory Tool

 

Video content may not accurately reflect the current state of the system and/or it may be out of date.

Add a Company to the Company Level Directory Tool
 
Add a User to the Company Level Directory Tool
 
Create a Distribution Group in the Company Level Directory Tool
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Import Users into the Company Level Directory Tool
 
Import Companies into the Company Level Directory Tool
 

Directory and Permission Levels

 

Video content may not accurately reflect the current state of the system and/or it may be out of date.

Add a Company to the Company Level Directory Tool
 
Add a User to the Company Level Directory Tool
 
Create a Distribution Group in the Company Level Directory Tool
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Import Users into the Company Level Directory Tool
 
Import Companies into the Company Level Directory Tool
 

Import Users to the Directory

Video content may not accurately reflect the current state of the system and/or it may be out of date.

Directory and Permission Levels

Video content may not accurately reflect the current state of the system and/or it may be out of date.

Admin - Add a User To the Company Directory

 

Video content may not accurately reflect the current state of the system and/or it may be out of date.

Admin - Add a Company To the Company Directory

 

Video content may not accurately reflect the current state of the system and/or it may be out of date.

Admin - Create a Distribution Group

 

Video content may not accurately reflect the current state of the system and/or it may be out of date.

Admin - Import Companies into the Directory Tool

 

Video content may not accurately reflect the current state of the system and/or it may be out of date.

Add a Company to the Company Level Directory Tool
 
Add a User to the Company Level Directory Tool
 
Create a Distribution Group in the Company Level Directory Tool
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Import Users into the Company Level Directory Tool
 
Import Companies into the Company Level Directory Tool
 

Import Users to the Directory

Video content may not accurately reflect the current state of the system and/or it may be out of date.

Directory and Permission Levels

Video content may not accurately reflect the current state of the system and/or it may be out of date.

Admin - Add a User To the Company Directory

 

Video content may not accurately reflect the current state of the system and/or it may be out of date.

Admin - Add a Company To the Company Directory

 

Video content may not accurately reflect the current state of the system and/or it may be out of date.

Admin - Create a Distribution Group

 

Video content may not accurately reflect the current state of the system and/or it may be out of date.

Admin - Import Companies into the Directory Tool

 

Video content may not accurately reflect the current state of the system and/or it may be out of date.

Add a Company to the Company Level Directory Tool
 
Add a User to the Company Level Directory Tool
 
Create a Distribution Group in the Company Level Directory Tool
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Import Users into the Company Level Directory Tool
 
Import Companies into the Company Level Directory Tool
 

Import Users to the Directory

Video content may not accurately reflect the current state of the system and/or it may be out of date.

Directory and Permission Levels

Video content may not accurately reflect the current state of the system and/or it may be out of date.

Admin - Add a User To the Company Directory

 

Video content may not accurately reflect the current state of the system and/or it may be out of date.

Admin - Add a Company To the Company Directory

 

Video content may not accurately reflect the current state of the system and/or it may be out of date.

Admin - Create a Distribution Group

 

Video content may not accurately reflect the current state of the system and/or it may be out of date.

Admin - Import Companies into the Directory Tool

 

Video content may not accurately reflect the current state of the system and/or it may be out of date.

Add a Company to the Company Level Directory Tool
 
Add a User to the Company Level Directory Tool
 
Create a Distribution Group in the Company Level Directory Tool
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Import Users into the Company Level Directory Tool
 
Import Companies into the Company Level Directory Tool
 

Import Users to the Directory

Video content may not accurately reflect the current state of the system and/or it may be out of date.

Directory and Permission Levels

Video content may not accurately reflect the current state of the system and/or it may be out of date.

Admin - Add a User To the Company Directory

 

Video content may not accurately reflect the current state of the system and/or it may be out of date.

Admin - Add a Company To the Company Directory

 

Video content may not accurately reflect the current state of the system and/or it may be out of date.

Admin - Create a Distribution Group

 

Video content may not accurately reflect the current state of the system and/or it may be out of date.

Admin - Import Companies into the Directory Tool

 

Video content may not accurately reflect the current state of the system and/or it may be out of date.

Add a Company to the Company Level Directory Tool
 
Add a User to the Company Level Directory Tool
 
Create a Distribution Group in the Company Level Directory Tool
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Import Users into the Company Level Directory Tool
 
Import Companies into the Company Level Directory Tool
 

Directory and Permission Levels

 

Video content may not accurately reflect the current state of the system and/or it may be out of date.

Import Users into the Company Directory Tool

 

Video content may not accurately reflect the current state of the system and/or it may be out of date.

Add a Company to the Company Level Directory Tool
 
Add a User to the Company Level Directory Tool
 
Create a Distribution Group in the Company Level Directory Tool
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Import Companies into the Company Level Directory Tool
 
Import Users into the Company Level Directory Tool
 

Admin - Create a Distribution Group

 

Import Users to the Directory

Admin - Add a User To the Company Directory

 

Admin - Import Companies into the Directory Tool

 

Admin - Add a Company To the Company Directory

 

Directory and Permission Levels

Directory Imports: Best Practices

 

Video content may not accurately reflect the current state of the system and/or it may be out of date.

Company Level Directory

or
or


Manage Project Permissions Templates
Manage 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 Directory
Add a Company to the...


Add a Distribution Group to the Company Directory
Add a Distribution Gr...


Add Insurance to a Company in the Company Directory
Add Insurance to a Co...


Set Tenderer Information at the Company Level
Set Tenderer Informatio...


Designate an Insurance Manager for Your Procore Company
Designate an Insuranc...


Add a User Account to the Company Directory
Add a User Account to...


Invite a Batch of Procore Users to Join a Company's Procore Account
Invite a Batch of Pro...


Download the Company or User Import Template
Download the Company...


Update the Company or User Import Template
Update the Company or...


Send a Completed Company or User Import Template to Procore
Send a Completed Comp...
With the Procore Imports Application (Recommended)
With the Procore Impo...
Without the Procore Imports Application
Without the Procore I...


Manage Company Permissions Templates
Manage Company Permis...


Download the Procore Imports Application
Download the Procore...


Prepare Users and Vendors for Import
Prepare Users and Ven...


Import Users and Vendors into your Company Level Directory Tool
Import Users and Vend...


START
START


END
END
LEGEND
LEGEND
Outside Directory tool
Outside Directory tool
Optional Step
Optional Step

 

Company Directory

Learn which user permissions are required to take the described actions in this tool.

 Important

Some actions that impact this tool are done in other Procore tools. See the User Permissions Matrix for the full list of actions taken in all other tools.

Permissions

   The action is available on Procore's Web, iOS, and/or Android application. Click to view the tutorial.

icon-mindtouch-table-check.png Users can take the action with this permission level.

icon-mindtouch-table-check.png Users can take the action with this permission level AND one or more granular permissions.

What granular permissions are available for the Company level Directory tool?

 Important
A user who is granted 'Admin' level permissions on the Company level Directory tool is automatically granted 'Admin' permissions across all Project level and Company level tools.
Action None Read Only Standard Admin Notes

Accept or Deny a User's Request to Join Your Company

 Web

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Add a Company to the Company Directory

 Web

 

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  • Create and Edit Companies

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  • Create and Edit Companies
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Add a Distribution Group to the Company Directory

 Web

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Add a User Account to the Company Directory

 Web

 

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  • Create and Edit Users (Based on Assignable Permissions Templates)

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  • Create and Edit Users (Based on Assignable Permissions Templates)
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Users with granular permissions have the following limitations:

Add an Existing User to Projects in Your Company's Procore Account

 Web

 

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  • Create and Edit Users (Based on Assignable Permissions Templates)

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  • Create and Edit Users (Based on Assignable Permissions Templates)
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Users with granular permissions can only add other users to projects that they have already been added to.

Add Insurance for a Vendor in the Company Directory

 Web

 

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  • Create and Edit Companies

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  • Create and Edit Companies
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Allow Users to Create New Projects

 Web

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Assign a Company Permission Template to a User in the Company Directory

 Web

 

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  • Create and Edit Users (Based on Assignable Permissions Templates)

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  • Create and Edit Users (Based on Assignable Permissions Templates)
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Users with granular permissions have the following limitations:

  • Can only assign users to assignable company permissions templates
  • Can only assign users to projects that they are a part of.
  • Cannot change permissions for Company Admins. The 'Company Permissions' section will be hidden for those users.

Assign a Default Project Permissions Template to a User in the Company Directory

 Web

 

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  • Create and Edit Users (Based on Assignable Permissions Templates)

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  • Create and Edit Users (Based on Assignable Permissions Templates)
icon-mindtouch-table-check.png Users with granular permissions can only assign users to assignable default project permissions templates

Assign a Project Permissions Template to a User in the Company Directory

 Web

 

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  • Create and Edit Users (Based on Assignable Permissions Templates)

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  • Create and Edit Users (Based on Assignable Permissions Templates)
icon-mindtouch-table-check.png

Users with granular permissions have the following limitations:

  • Must also have 'Read Only' permissions or higher on the Project level Directory tool with the 'Manage Permission Templates (Assignable Only)' granular permission.
  • Can only update another user's project permissions template for projects that they have already been added to.
  • Can only assign global or project specific permissions templates that are designated as assignable permissions templates for their own project permissions template. 

Change a User's Permissions to Company Tools in the Company Directory

 Web

 

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  • Create and Edit Users (Based on Assignable Permissions Templates)

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  • Create and Edit Users (Based on Assignable Permissions Templates)
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Users with granular permissions can only grant access to Company tools by assigning users to assignable company permissions templates

Change a User's Project Permissions Template in the Company Directory

 Web

 

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  • Create and Edit Users (Based on Assignable Permissions Templates)

icon-mindtouch-table-check.png

  • Create and Edit Users (Based on Assignable Permissions Templates)
icon-mindtouch-table-check.png

Users with granular permissions have the following limitations:

  • Can only update another user's project permissions template for projects that they have already been added to.
  • Can only assign global or project specific permissions templates that are designated as assignable permissions templates for their own project permissions template. 
  • Cannot change permissions for Company Admins. The 'Company Permissions' section will be hidden for those users.

Configure Advanced Settings: Company Directory

 Web

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Customise the Column Display in the Directory Tool

 Web

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Deactivate a Company in the Company Directory

 Web

      icon-mindtouch-table-check.png  

Delete a Distribution Group from the Company Directory

 Web

      icon-mindtouch-table-check.png  

Designate an Insurance Manager for Your Procore Company

 Web

 

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  • Create and Edit Users (Based on Assignable Permissions Templates)

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  • Create and Edit Users (Based on Assignable Permissions Templates)
icon-mindtouch-table-check.png  

Download a vCard for a User Account in the Company Directory

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Download a Company or User Import Template

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Edit a Company in the Company Directory

 Web

 

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  • Create and Edit Companies

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  • Create and Edit Companies
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Edit a Contact in the Company Directory

 Web

 

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  • Create and Edit Users (Based on Assignable Permissions Templates)

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  • Create and Edit Users (Based on Assignable Permissions Templates)
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Edit a Distribution Group in the Company Directory

 Web

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Edit a User Account in the Company Directory

 Web

 

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  • Create and Edit Users (Based on Assignable Permissions Templates)

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  • Create and Edit Users (Based on Assignable Permissions Templates)
icon-mindtouch-table-check.png

Users with granular permissions have the following limitations:

Export the Company Directory to CSV or PDF

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Inactivate a Batch of Companies in the Company Directory

 Web

 

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  • Create and Edit Companies

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  • Create and Edit Companies
icon-mindtouch-table-check.png  

Inactivate a Batch of User Accounts in the Company Directory

 Web

 

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  • Create and Edit Users (Based on Assignable Permissions Templates)

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  • Create and Edit Users (Based on Assignable Permissions Templates)
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Inactivate a Contact in the Company Directory

 Web

 

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  • Create and Edit Users (Based on Assignable Permissions Templates)

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  • Create and Edit Users (Based on Assignable Permissions Templates)
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Inactivate a Company in the Company Directory

 Web

 

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  • Create and Edit Companies

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  • Create and Edit Companies
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Invite a Batch of Procore Users to Join a Company's Procore Account

 Web

 

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  • Create and Edit Users (Based on Assignable Permissions Templates)

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  • Create and Edit Users (Based on Assignable Permissions Templates)
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Invite or Re-invite a User to Procore

 Web

 

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  • Create and Edit Users (Based on Assignable Permissions Templates)

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  • Create and Edit Users (Based on Assignable Permissions Templates)
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Merge Companies

 Web

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Reactivate a Batch of Companies in the Company Directory

 Web

 

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  • Create and Edit Companies

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  • Create and Edit Companies
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Reactivate a Batch of User Accounts in the Company Directory

 Web

 

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  • Create and Edit Users (Based on Assignable Permissions Templates)

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  • Create and Edit Users (Based on Assignable Permissions Templates)
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Reactivate a Contact in the Company Directory

 Web

 

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  • Create and Edit Users (Based on Assignable Permissions Templates)

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  • Create and Edit Users (Based on Assignable Permissions Templates)
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Reactivate a Company in the Company Directory

 Web

 

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  • Create and Edit Companies

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  • Create and Edit Companies
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Reactivate a User in the Company Directory

 Web

 

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  • Create and Edit Users (Based on Assignable Permissions Templates)

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  • Create and Edit Users (Based on Assignable Permissions Templates)
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Refresh Tender Contacts for Connected Companies in the Company Directory

 Web

 

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  • Create and Edit Companies

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  • Create and Edit Companies
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Remove an Existing User from Projects in Your Company's Procore Account

 Web

 

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  • Create and Edit Users (Based on Assignable Permissions Templates)

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  • Create and Edit Users (Based on Assignable Permissions Templates)
icon-mindtouch-table-check.png Users with granular permissions can only remove other users from projects that they are a part of.

Remove Company Insurance

 Web

 

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  • Create and Edit Companies

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  • Create and Edit Companies
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Request Company and People Imports

 Web

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Respond to a 'Welcome to Procore' Email

 Web

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Search and Filter the Company Directory

 Web

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Send a Company or User Import Template to Procore

 Web

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Send a Procore Company to ERP Integrations for Accounting Acceptance

 Web

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Set Tenderer Information at the Company Level

 Web

 

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  • Create and Edit Companies

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  • Create and Edit Companies
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Switch Between Views in the Company Directory

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Update Expiring Insurance for a Vendor in the Company Directory

 Web

 

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  • Create and Edit Companies

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  • Create and Edit Companies
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View Company Details in the Company Level Directory Tool

 Web

 

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  • Create and Edit Companies
    OR
  • View Company Detail

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  • Create and Edit Companies
    OR
  • View Company Detail
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View Merge Company History

 Web

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View User Details in the Company Level Directory Tool

 Web

 

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  • Create and Edit Users (Based on Assignable Permissions Templates)
    OR
  • View User Detail

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  • Create and Edit Users (Based on Assignable Permissions Templates)
    OR
  • View User Detail
icon-mindtouch-table-check.png  

 

Below are the notable changes to the Company level Directory tool.

Recent Changes

APPROVE OR DECLINE REQUESTS TO JOIN YOUR COMPANY (12/03/2024) 

When people create a Procore account, they can request to join their company if it already has an account in Procore. Company Admins for the company receive an email notification. They can log in to Procore and accept or decline the request. See Accept or Deny a User's Request to Join Your Company.

Manage Tender Contacts for a Connected Company (05/03/2024)

You can add tender contacts from your Directory to a connected company. See Set Tenderer Information at the Company Level.

Retry or Cancel when Merging Companies (15/02/2024)

Users merging companies can now cancel the merge or retry the merge if they get an error. See Merge Companies.

New 'Additional Insured' Field for Companies (14/02/2024)

When adding insurance information for companies in your Directory, a new 'Additional Insured' field is available. Add a free-text entry about any additional insured entities for the Certificate of Insurance (COI). See Add Insurance to a Company Record in the Company Directory.

Refresh Tender Contacts for Connected Companies (04/12/2023)

You can now refresh tender contacts for connected companies in the Company Directory. This allows you to see the current tender contacts as set by the connected company. See Refresh Tender Contacts for Connected Companies in the Company Directory.

Inactivate Connected Users (18/10/2023)

You can now inactivate users and tender contacts from a connected company in your company's Directory. This also allows you to inactivate a connected company. See Inactivate a User in the Company Directory and Inactivate a Company in the Company Directory.

Configurable Employee Field When Creating New Users (10/18/2023)

When creating a new user, you can update the 'Is Employee' field to indicate if the user is an employee of your company. By default, users are not marked as employees, making it easy to add collaborators. If you do not want to show this field, you can create or edit the configurable fieldset for the Directory to hide the field. Hiding the field also removes it from the user's detail page. Read the Announcement for more details.

New Fields when Creating a User (02/10/2023)

New fields have been added when creating a user in the Project and Company level Directories. You now need to select whether the user is an employee of your company and select the company the user belongs to. This will ensure better data accuracy in your directory. See Add a User Account to the Project Directory and Add a User Account to the Company Directory.

Merge Connected Companies (19/07/2023)

It is now possible to merge connected companies that are added from the Procore Construction Network and companies created locally in your Company level Directory. See Merge Companies and How are duplicate companies handled between the Directory tool and Procore Construction Network?

Assignable Default Project Permissions Templates (11/07/2023)

Assignable default project permissions templates are now available in the Company level Directory. This allows users with granular permission to 'Create and Edit Users (Based on Assignable Permissions Templates)' in the Company level Directory to assign other users selected Default Project Permissions Templates when adding or editing users. Previously only Directory Admins could do this task. Read more in the Announcement and see tutorials to Add User Accounts to the Company Directory and Edit Default Project Permissions in the Company Directory.

Assignable Company Permissions Templates (13/06/2023)

Assignable permissions templates are now available for the Company level Directory, allowing users with granular permission to 'Create and Edit Users' in the Company level Directory to assign other users an assignable Company level permission template and grant access to Company level tools. Read more in the Announcement and see tutorials to Assign a Company Permissions Template to a User in the Company Directory and Change a User's Permissions to Company Tools in the Company Directory.

New Views and Filters when Managing Projects for a User (23/05/2023)

When editing a user's projects, you can configure the projects table show specific fields, rearrange and pin columns or apply a filter to only show the user's assigned projects. To learn how, see View User Details in the Company Directory, Add an Existing User to Projects and Remove an Existing User from Projects.

Easily Manage Users Access to Projects (06/04/2023)

Directory Admins and users with granular permissions to Create and Edit Users can now easily edit which projects a user belongs to. Read the Announcement or Add an Existing User to Projects in Your Company's Procore Account to learn more.