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Edit a User Account in the Project Directory

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Objective

To edit a user on the project's Directory tool. 

Things to Consider

  • Required User Permissions:
    • To edit active users:
      • 'Read Only' or 'Standard' level permissions on the Project level Directory tool with the 'Create and Edit Users' granular permission enabled on your permissions template.
        OR
      • 'Admin' level permissions on the Project level Directory tool.
    • To edit inactive users:
      • 'Admin' level permissions on the Project level Directory tool.
  • Additional Information:
    • When you update a user profile in the Project level Directory tool, the updates are reflected in the user profile in the Company level Directory tool and 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, which is only visible to users with 'Admin' level permissions on the Project level Directory tool.
    • If you want to remove a user from the Project Directory, see Remove a User from a Project.

Steps

  1. Navigate to the Project level Directory tool.
  2. Navigate to the Users tab.
  3. Click Edit next to the user you want to modify.
  4. Optional: If the user is employed by or affiliated with a company already in the Project level Directory, you can update the user's personal information with the information from the company by selecting the company in the 'Company Name' drop-down menu and clicking Copy to Personal Information.
  5. Continue to update the following information:
    • First Name. Change first name of the user. 
    • Last Name. Change the surname of the user. 
    • Initials. Modify the user's initials. 
    • Company Name. Update the user's company's business name. 
    • Company Address. Edit the address entry as appropriate. 
    • Admin Only. Email Address. Revise the user's email address. This is the email address that emails from Procore are sent to.
      Notes:
    • Login. This field can only be updated by users with the appropriate permissions in the Company level Directory tool. See Edit a User Account in the Company Directory.
      Note: 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.
    • 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/county from the drop-down lists. 
    • 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. 
    • Mobile Phone. Update the user's mobile telephone number. 
    • Job Title. Update the user's job title.
    • Project Roles. Select the appropriate project role for the user from the drop-down list.
    • Tags/Keywords. Enter any tags and keywords as needed. 
  6. Admin Only: The following fields can only be viewed and updated by users with 'Admin' level permissions on the Project level Directory tool.
    • 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 an Insurance Manager for your company, place a tick in this box. To learn more, see Designate an Insurance Manager for Your Procore Company.
    • Attachments. Click Attach File(s) or use a drag-and-drop operation to move file from a computer or network location into Procore. 
  7. Continue editing the record as needed. For information about the available options, see Add a User Account to the Project Directory.
  8. Click Save.