Manage Project Team Roles from the Project Overview

Company Administrators can enable the Project Overview beta in Procore Explore. (US 2 | UK)

Note: The Project Overview is generally available for customers who joined Procore after May 2024.

Things to Consider

You must create project roles in the company's Admin tool. See Add Custom Project Roles.
The users you assign to roles must be listed in the Project Directory tool. See Add a Company to the Project Directory and Add a User Account to the Project Directory.

Navigate to the Project Overview.
- Navigate to the project's Home to be redirected to the Project Overview.
- Click Menu and select Project Overview.
In the 'Project Team' section, click the vertical ellipsis and select Edit Project Team.
- Assign User Roles
  1. For each of the roles, select a user from the drop-down menu. You can choose multiple users.
- Remove Users from Roles
  1. To clear a user, click the 'x' next to their name.
Changes are automatically saved.