Search for and Filter Users in Your Free Procore Account
Objective
To search for and filter users on the Team page of your free Procore account.
Things to Consider
- Required User Permissions:
- 'Member' level permissions or higher for the Procore Construction Network account.
Steps
- Log in to your free Procore account.
- Click the Team page.
- See the steps below for the following actions:
Search for Users
- Click the search bar.
- Enter a search term (name, email address, or phone number).
Results are automatically shown. - If you want to clear the search, click the x icon.
Filter Users
- Click Filter.
- Select one or more of the following filters:
- Status: Mark the checkbox next to Active or Inactive to filter by team members who are active or deactivated in the Team.
- Role: Click the drop-down menu and select a role to filter by.
- Permissions: Click the drop-down menu and select a permission level to filter by.
- If you want to remove filters:
- Click the x icon next to the filter, or click Clear All to clear all filters.
- To close the Filter panel, click Filter.