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Procore

Manage Project Team Roles from the Project Overview

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Limited RElease

This feature is currently available to new customers in Australia, Canada, United Kingdom, United States and New Zealand. Users in other regions can access the Project Home.

Existing Procore customers in the United States can sign up for the beta and try out the new Project Overview.

Objective

To view the details of a project from the Project Overview.

Background

The Project Overview gives users access to important project information in one place.

You can manage who is assigned to project roles so that anyone accessing your project can see that information.

Things to Consider

Prerequisites

Steps

  1. Click Project Tools and select Home to navigate to the Project Overview.
  2. Click the name of the project and click the Team tab.
    OR
    Click the vertical ellipsis (⋮) and select Project Team.
  3. Click the Team tab.
  4. Click Edit Team.
  5. For each of the roles, choose a user from the drop-down menu. You can choose multiple users.
  6. To clear a user, click the 'x' next to their name.