Edit a User Account in the Project Directory
Objective
To edit a user on the project's Directory tool.
Things to Consider
- Required User Permission:
- Additional Information:
- Any edits you make will be reflected in the user's Change History tab. The change history is only visible to users with 'Admin' level permissions on the Project Directory.
- If you want to remove a user from the Project Directory, see Remove a User from a Project.
- Limitations:
- If a user who has access to more than one Procore company account has logged into Procore, you may not be able to change that user's email address. To learn more, see Can I change a person's email address in the Directory?
Steps
- Navigate to the Project level Directory tool.
- Navigate to the Users tab.
- Click Edit next to the user you want to modify.
- 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.
- 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.
- Email Address. Revise the user's email address. This is the email address that emails from Procore are sent to.
Note: Updating this email address may not change the user's login ID. See Can I change a person's email address in the Directory? - 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.
- Cell 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.
- 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 list.
- 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 user a drag-and-drop operation to move file from a computer or network location into Procore.
- Continue editing the record as needed. For information about the available options, see Add a User Account to the Project Directory.
- Click Save.