Edit a User Account in the Company Directory
Objective
To edit a user in the Company Directory.
Things to Consider
- Required User Permissions:
- 'Read Only' or 'Standard' level permissions on the Company level Directory tool with the 'Create and Edit Users' granular permission enabled on your permissions template.
OR - 'Admin' level permissions on the Company level Directory tool.
- 'Read Only' or 'Standard' level permissions on the Company level Directory tool with the 'Create and Edit Users' granular permission enabled on your permissions template.
- Additional Information:
- When you update a user profile in the Company level Directory tool, the updates are reflected in the user profile in all of your company's projects that the user has been added to.
- Any edits you make will be reflected in the user's Change History tab.
- User accounts cannot be deleted from the Company Directory. You can, however, inactivate the user's account. See Inactivate a Batch of User Accounts in the Company Directory.
Steps
- Navigate to the Company level Directory tool.
- Locate the user record to modify. Then click Edit.
- Follow the steps below for each task you want to complete.
- Save the User Record
Update the User's 'Personal Information'
- Update the information in the following fields as needed:
- First Name. Change first name of the user.
- Last Name. Change the surname of the user.
- Initials. Change the user's initials.
- Admin Only. Email Address. Change the user's email address. This is the email address that emails from Procore are sent to.
Notes:- If the user has access to more than one company's Procore account, you may not be able to change that user's email address.
- Updating this email address may not change the user's login email address. See Can I change a person's email address in the Directory?
- Admin Only. Login. Change the user's login email address. This is the email address that they use to log in to Procore.
Notes:- If your company's email domain is managed by SSO in Procore and you have 'Admin' level permissions on the Company level Directory tool, you can change the login email address for other users who belong to the same SSO domain and for other users who only have user accounts in your company's Procore account. See Can I change a person's email address in the Directory?
- If your company's email domain is not managed by SSO in Procore, users can change their own login email address in the 'My Profile Settings' on their account as long as the new email address is not associated with another user in Procore. See Change Your Login ID Email Address for Your Procore User Account.
- Optional: If the user is employed by or affiliated with a company already in your directory, you can update the following fields under 'Personal Information' with the information from the company by choosing the company in the Company Name selector and clicking Copy to Personal Information:
- Address
- City
- Country/County
- Postcode
- Business Phone
- Business Fax
- If the user is not affiliated with a company already in your directory, update the following fields as needed:
- Address. If the user's office is in a location that is different from the company address, update the user's address here.
- City. Type the name of the city associated with the user's address.
- Country/County. Select the desired country and county from the drop-down list.
- Postcode. Enter the postcode in the text box.
- Business Phone. Update the user's business phone number.
- Business Fax. Update the user's fax number.
- Update the following fields as needed:
- Cell Phone. Update the user's mobile telephone number.
- Job Title. Update the user's job title.
- Tags/Keywords. Enter any tags and keywords as needed.
- Active? A tick in this box indicates that the user is active.
- Classification. Select a classification for the user.
Note: This list comes from the Company level classifications. See Add a Classification. - Send This User Messages. Select Via Email or Not at All from the drop-down menu. If you will be designating this user as an payment application contact, select Via Email to ensure that any payment application-related messages are sent. For details, see What is a payment application contact?
- Is Employee Of [Company Name]
? . Place a tick if the user is an employee of your company. Leave the tick blank if the user is employed by another business entity. - Is an Insurance Manager of [Company Name]?
. If this user is also your company's Insurance Manager, place a tick in this box. To learn more, see Designate an Insurance Manager for Your Procore Company. - Attachments. Click Attach File(s) or user a drag-and-drop operation to move file from a computer or network location into Procore.
Update the User's Company Permissions
Add the User to Company Distribution Groups
If your company has created any distribution groups, the will appear in this table. Place a tick in the desired boxes to add the user to that group. If the table is blank, you must first create distribution groups. See Add a Distribution Group to the Company Directory.