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Procore

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

Objective

To add an existing user to one or more projects in the Company level Directory tool.

Things to Consider

  • Required User Permissions
  • Before adding an existing user to all of the projects in your company's Procore account, ensure that an appropriate project permissions template is available. See Manage Project Permissions Templates.
  • Users with the granular permissions can only add other users to projects that they belong to.
  • When added to a project, the user is automatically added to the corresponding Project Directory.
  • When adding to projects from viewing their profile:
    • You can search by project name, number or address.
    • 100 projects load per page.
    • You can select projects across multiple pages.

Steps

Add a User to Projects from Viewing their Profile

  1. Navigate to the Company level Directory tool.
  2. Click Users.
  3. Click View next to the name of the user you want to add to one or more projects.
  4. Click the Projects tab.
  5. Optional: Search for projects by project name, number, address, city, state, zip and phone number.
  6. Optional: Move the toggle to the ON icon-toggle-on.png position to only show the user's assigned projects.
  7. Mark the tickboxes for which project(s) to add the user to.
    Note: Mark the tickbox at the top to select all projects on that page.
  8. Click Save Changes.
    Note: This may take a few minutes. You can navigate away from this page and check back later.

Add a User to Projects from Editing their Profile

  1. Navigate to the Company level Directory tool.
  2. Click Users.
  3. Click Edit next to the name of the user.
  4. Locate the 'Projects [User Name] Does Not Belong To' section. 
  5. Click Add next to the project.
  6. Click Save.

See Also