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Procore (en-GB)

View User Details in the Company Level Directory Tool

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Objective

To view details for a user in the Company level Directory tool.

Things to Consider

  • Required User Permissions:

Steps

  1. Navigate to the Company level Directory tool.
  2. Click the Users tab.
  3. Click View next to the user you want to view.
     Tip
    Click Edit at the top of the user's details page to switch from viewing the user to editing the user. See Edit a User Account in the Company Directory.
    Note: This button is only shown to users with the appropriate permissions to edit users in the Company level Directory tool.
  4. Click the General tab to view the following information about the user as entered in Procore:
    • The first section in this tab includes the following information:
      • Avatar
      • Name
      • Job Title
      • Company
    • The About section includes the following information:
      • Address
      • Initials
      • Email
      • Phone Number
      • Mobile Number
      • Fax Number
      • Tags/Keywords
    • The Documents section includes any attachments added to the user's profile.
    • The Communication Preferences section includes the following information:
      • Send Messages
      • Receive Insurance Notifications
      • Distribution Groups
    • The Workforce Management section includes the following information:
      • Classification
      • Employee of [Company Name]
      • Employee ID
  5. Click the Projects tab to view a list of projects the user has been added to.
    Note: This list only includes projects that both you and the user have been added to.
    This tab includes the following information about each project:
    • Name
    • Project Roles
    • Stage
  6. Click the Change History tab to view a list of changes made to the user's profile.
    Note: This tab is only visible to users with 'Admin' level permissions on the Company level Directory tool or users with 'Read Only' or 'Standard' level permissions on the Company level Directory tool with the 'Create and Edit Users' granular permission enabled on their company permissions template.