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Add a User to Projects in Your Company's Procore Account

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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 Create a Project Permission Template.

  • When added to a project, the user is automatically added to the corresponding Project Directory. If a project doesn't have a Directory, users will not be added to the project.

  • When adding to projects from viewing their profile:

    • You can search by project name, number or address.

    • 100 projects load per page and you can select projects across multiple pages.

Steps

  • From User View

  • From User Edit

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 projects 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.

 In Beta

Company Administrators can enable the Bulk Add a User to Projects from Company Directory in Procore Explore. The beta allows you to add users to projects, assign project roles and update project permissions templates in bulk.

  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. Click Edit Projects.

  6. Optional: Search for projects by project name, number, address, city, state, zip and phone number.

  7. Optional: Click More Filters and select filters relating to the projects.

  8. Update project assignments:

    • Add to All Projects

      1. Click Add to All Projects.

      2. Select the project permission template to be applied to the selected projects.

      3. Optional: Select the Project Role.

      4. Select which projects to assign:

        • Active Projects

        • Inactive Projects

        • All Project

    • Bulk Update Project Assignments

      1. Mark the tickboxes for the projects.

      2. Click Edit.

      3. Under 'Project Assignment', select Add.

      4. Optional: Select the Project Role.

      5. Select the Project Permission Template.

      6. Click Apply.

    • Update a Single Project Assignment

      1. Click the field under the 'Project Assignment' column and select Add.

      2. Click the field under 'Project Role' column and select their Project Role.

      3. Click the the field under the 'Project Permission Template' column and select their Project Permission Template.

  9. Click Next.

  10. Review the changes, then click Save.
    Note: Click Undo to remove an unwanted change before clicking save.

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] Does Not Belong To' section.

  5. Click Add next to each project.

  6. Click Save.

 In Beta

Company Administrators can enable the Bulk Add a User to Projects from Company Directory in Procore Explore. The beta allows you to add users to projects, assign project roles and update project permissions templates in bulk.

  1. Navigate to the Company level Directory tool.

  2. Click Users.

  3. Click Edit next to the name of the user.

  4. Optional: Update any profile information.

  5. Scroll down to the bottom of the page and click Save and Manage Projects.

  6. Optional: Search for projects by project name, number, address, city, state, zip and phone number.

  7. Optional: Click More Filters and select filters relating to the projects.

  8. Update project assignments:

    • Add to All Projects

      1. Click Add to All Projects.

      2. Select the project permission template to be applied to the selected projects.

      3. Optional: Select the Project Role.

      4. Select which projects to assign:

        • Active Projects

        • Inactive Projects

        • All Projects

    • Bulk Update Project Assignments

      1. Mark the tickboxes for the projects.

      2. Click Edit.

      3. Under 'Project Assignment', select Add.

      4. Optional: Select the Project Role.

      5. Select the Project Permission Template.

      6. Click Apply.

    • Update a Single Project Assignment

      1. Click the field under the 'Project Assignment' column and select Add.

      2. Click the field under 'Project Role' column and select their Project Role.

      3. Click the the field under the 'Project Permission Template' column and select their Project Permission Template.

  9. Click Next.

  10. Review the changes, then click Save.
    Note: Click Undo or Back to remove an unwanted change before clicking save.

 Tip

You can also add a user to future projects.

See Also