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

Popular Tutorials (view all)

Top FAQ (view all)

Quick Links

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

Note

See Procore Imports for additional videos related to the Company Directory.

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OUTDATED VIDEOS - Removed from Support Site and Certifications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

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OUTDATED VIDEOS - Removed from Support Site and Certifications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

Import Users into the Company Directory Tool

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OUTDATED VIDEOS - Removed from Support Site and Certifications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

Admin - Add a User To the Company Directory

Admin - Add a Company To the Company Directory

Admin - Create a Distribution Group

Admin - Import Companies into the Directory Tool

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

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

Admin - Add a User To the Company Directory

Admin - Add a Company To the Company Directory

Admin - Create a Distribution Group

Admin - Import Companies into the Directory Tool

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

Admin - Add a User To the Company Directory

Admin - Add a Company To the Company Directory

Admin - Create a Distribution Group

Admin - Import Companies into the Directory Tool

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

Admin - Add a User To the Company Directory

Admin - Add a Company To the Company Directory

Admin - Create a Distribution Group

Admin - Import Companies into the Directory Tool

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

Admin - Add a User To the Company Directory

Admin - Add a Company To the Company Directory

Admin - Create a Distribution Group

Admin - Import Companies into the Directory Tool

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

Import Users into the Company Directory Tool

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

Company Directory

Important

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	Read Only	Standard	Notes
Accept or Deny a User's Request to Join Your Company Web
Add a Company to the Company Directory Web	Create and Edit Companies	Create and Edit Companies
Add a Distribution Group to the Company Directory Web
Add a User Account to the Company Directory Web	Create and Edit Users (Based on Assignable Permissions Templates)	Create and Edit Users (Based on Assignable Permissions Templates)	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.
Add an Existing User to Projects in Your Company's Procore Account Web	Create and Edit Users (Based on Assignable Permissions Templates)	Create and Edit Users (Based on Assignable Permissions Templates)	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	Create and Edit Companies	Create and Edit Companies
Allow Users to Create New Projects Web
Assign a Company Permission Template to a User in the Company Directory Web	Create and Edit Users (Based on Assignable Permissions Templates)	Create and Edit Users (Based on Assignable Permissions Templates)	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	Create and Edit Users (Based on Assignable Permissions Templates)	Create and Edit Users (Based on Assignable Permissions Templates)	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	Create and Edit Users (Based on Assignable Permissions Templates)	Create and Edit Users (Based on Assignable Permissions Templates)	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	Create and Edit Users (Based on Assignable Permissions Templates)	Create and Edit Users (Based on Assignable Permissions Templates)	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	Create and Edit Users (Based on Assignable Permissions Templates)	Create and Edit Users (Based on Assignable Permissions Templates)	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
Customise the Column Display in the Directory Tool Web
Deactivate a Company in the Company Directory Web
Delete a Distribution Group from the Company Directory Web
Designate an Insurance Manager for Your Procore Company Web	Create and Edit Users (Based on Assignable Permissions Templates)	Create and Edit Users (Based on Assignable Permissions Templates)
Download a vCard for a User Account in the Company Directory Web
Download a Company or User Import Template Web
Edit a Company in the Company Directory Web	Create and Edit Companies	Create and Edit Companies
Edit a Contact in the Company Directory Web	Create and Edit Users (Based on Assignable Permissions Templates)	Create and Edit Users (Based on Assignable Permissions Templates)
Edit a Distribution Group in the Company Directory Web
Edit a User Account in the Company Directory Web	Create and Edit Users (Based on Assignable Permissions Templates)	Create and Edit Users (Based on Assignable Permissions Templates)	Users with granular permissions have the following limitations: Can only assign users to assignable company permissions templates. Cannot change permissions for Company Admins. The 'Company Permissions' section will be hidden for those users.
Export the Company Directory to CSV or PDF Web
Inactivate a Batch of Companies in the Company Directory Web	Create and Edit Companies	Create and Edit Companies
Inactivate a Batch of User Accounts in the Company Directory Web	Create and Edit Users (Based on Assignable Permissions Templates)	Create and Edit Users (Based on Assignable Permissions Templates)
Inactivate a Contact in the Company Directory Web	Create and Edit Users (Based on Assignable Permissions Templates)	Create and Edit Users (Based on Assignable Permissions Templates)
Inactivate a Company in the Company Directory Web	Create and Edit Companies	Create and Edit Companies
Invite a Batch of Procore Users to Join a Company's Procore Account Web	Create and Edit Users (Based on Assignable Permissions Templates)	Create and Edit Users (Based on Assignable Permissions Templates)
Invite or Re-invite a User to Procore Web	Create and Edit Users (Based on Assignable Permissions Templates)	Create and Edit Users (Based on Assignable Permissions Templates)
Merge Companies Web
Reactivate a Batch of Companies in the Company Directory Web	Create and Edit Companies	Create and Edit Companies
Reactivate a Batch of User Accounts in the Company Directory Web	Create and Edit Users (Based on Assignable Permissions Templates)	Create and Edit Users (Based on Assignable Permissions Templates)
Reactivate a Contact in the Company Directory Web	Create and Edit Users (Based on Assignable Permissions Templates)	Create and Edit Users (Based on Assignable Permissions Templates)
Reactivate a Company in the Company Directory Web	Create and Edit Companies	Create and Edit Companies
Reactivate a User in the Company Directory Web	Create and Edit Users (Based on Assignable Permissions Templates)	Create and Edit Users (Based on Assignable Permissions Templates)
Refresh Tender Contacts for Connected Companies in the Company Directory Web	Create and Edit Companies	Create and Edit Companies
Remove an Existing User from Projects in Your Company's Procore Account Web	Create and Edit Users (Based on Assignable Permissions Templates)	Create and Edit Users (Based on Assignable Permissions Templates)	Users with granular permissions can only remove other users from projects that they are a part of.
Remove Company Insurance Web	Create and Edit Companies	Create and Edit Companies
Request Company and People Imports Web
Respond to a 'Welcome to Procore' Email Web
Search and Filter the Company Directory Web
Send a Company or User Import Template to Procore Web
Send a Procore Company to ERP Integrations for Accounting Acceptance Web
Set Tenderer Information at the Company Level Web	Create and Edit Companies	Create and Edit Companies
Switch Between Views in the Company Directory Web
Update Expiring Insurance for a Vendor in the Company Directory Web	Create and Edit Companies	Create and Edit Companies
View Company Details in the Company Level Directory Tool Web	Create and Edit Companies OR View Company Detail	Create and Edit Companies OR View Company Detail
View Merge Company History Web
View User Details in the Company Level Directory Tool Web	Create and Edit Users (Based on Assignable Permissions Templates) OR View User Detail	Create and Edit Users (Based on Assignable Permissions Templates) OR View User Detail

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

Recent Changes

Save Companies from the Procore Construction Network to your Directory (14/05/2024)

When adding companies to your Company Directory, you can save businesses listed on the Procore Construction Network instead of creating them manually. By saving these connected companies, we are making it easier for you to connect with businesses already in Procore so you can use new collaboration features as they become available. See Add a Company to the Company Directory.

Save Companies from the Procore Construction Network to your Directory (08/04/2024)

When adding companies to your Company Directory, you can save businesses listed on the Procore Construction Network instead of creating them manually. By saving these connected companies, we are making it easier for you to connect with businesses already in Procore so you can use new collaboration features as they become available. See Add a Company to the Company Directory.

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.

Company Directory

Manage User Accounts

Manage Collaborator Companies

Manage Your Company Information

Manage Distribution Groups

Configure the Project Directory

General Usage

Perform Bulk Actions

Note

Tip

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

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

Import Users into the Company Directory Tool

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

Admin - Add a User To the Company Directory

Admin - Add a Company To the Company Directory

Admin - Create a Distribution Group

Admin - Import Companies into the Directory Tool

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

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

Admin - Add a User To the Company Directory

Admin - Add a Company To the Company Directory

Admin - Create a Distribution Group

Admin - Import Companies into the Directory Tool

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

Admin - Add a User To the Company Directory

Admin - Add a Company To the Company Directory

Admin - Create a Distribution Group

Admin - Import Companies into the Directory Tool

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