Company Directory - Tutorials

The links below detail tasks performed in the Company Directory. Different tasks can also be performed in the Project Directory. 

Manage User Accounts Add a User Account to the Company Directory Add an Existing User to Projects in Your Company's Procore Account Allow Users to Create New Projects Assign a Company Permissions Template to a User in the Company Directory Assign a Project Permissions Template to a User in the Company Directory Change a User's Permissions to Company Tools in the Company Directory Change a User's Project Permissions Template in the Company Directory Edit a User Account in the Company Directory Download a vCard for a User Account in the Company Directory Inactivate a Batch of User Accounts in the Company Directory Invite a Batch of Procore Users to Join a Company's Procore Account Invite or Re-invite a User to Procore Reactivate a Batch of User Accounts in the Company Directory Reactivate a User in the Company Directory Remove an Existing User from Projects in Your Company's Procore Account Unlock a User Account in the Company Directory View User Details in the Company Level Directory Tool Manage Collaborator Companies Add a Company to the Company Directory Add Insurance to a Company Record in the Company Directory Deactivate a Company in the Company Directory Edit a Company in the Company Directory Inactivate a Batch of Companies in the Company Directory Merge Companies Reactivate a Batch of Companies in the Company Directory Reactivate a Company in the Company Directory Refresh Bid Contacts for Connected Companies in the Company Directory Remove Company Insurance Set Bidder Information at the Company Level Update Expiring Insurance for a Vendor in the Company Directory View Company Details in the Company Level Directory Tool View Merge Company History Manage Your Company Information Designate an Insurance Manager for Your Procore Company Set Bidder Information for Your Procore Company Manage Distribution Groups Add a Distribution Group to the Company Directory Delete a Distribution Group from the Company Directory Edit a Distribution Group in the Company Directory

Configure the Project Directory Configure Advanced Settings: Company Directory Request Company and People Imports Download the Company or User Import Template Update the Company or User Import Template Send a Company or User Import Template to Procore Perform Company and People Imports (Procore Imports) General Usage Customize the Column Display in the Directory Tool Export the Company Directory to CSV or PDF How to Log in to Procore Web (app.procore.com) Respond to a 'Welcome to Procore' Email Search and Filter the Company Directory Switch Between Views in the Company Directory Perform Bulk Actions Perform Bulk Actions on the Company Directory Inactivate a Batch of Companies in the Company Directory Inactivate a Batch of User Accounts in the Company Directory Invite a Batch of Procore Users to Join a Company's Procore Account Reactivate a Batch of Companies in the Company Directory Reactivate a Batch of User Accounts in the Company Directory Reactivate a Company in the Company Directory Reactivate a User in the Company Directory