Add a User to Projects in Your Company's Procore Account

Things to Consider

  • Required User Permissions

  • Before adding an existing user to all of the projects in your company's Procore account, ensure that an appropriate project permissions template is available. See Create a Project Permission Template.

  • When added to a project, the user is automatically added to the corresponding Project Directory. If a project doesn't have a Directory, users will not be added to the project.

  • When adding to projects from viewing their profile:

    • You can search by project name, number, or address.

    • 100 projects load per page and you can select projects across multiple pages.

  • The 'Select All Projects' option is available for companies with fewer than 5,000 projects.

Steps

Add a User to Projects from Viewing their Profile

  1. Navigate to the Company level Directory tool.

  2. Click Users.

  3. Click View next to the name of the user you want to add to one or more projects.

  4. Click the Projects tab.

  5. Click Edit Projects or Edit Project Assignments.

  6. Optional: Search for projects by project name, number, address, city, state, zip, and phone number.

  7. Optional: Click More Filters and select filters relating to the projects. Then click Apply.

  8. Update project assignments:

    • Add to All Projects

      1. Click Add to All Projects.

      2. Select the project permission template to be applied to the selected projects.

      3. Optional: Select the Project Role.

      4. Select which projects to assign:

        • Active Projects

        • Inactive Projects

        • All Project

    • Bulk Update Project Assignments

      1. Mark the checkboxes for the projects.

      2. Click Edit.

      3. Under 'Project Assignment', select Add.

      4. Optional: Select the Project Role.

      5. Select the Project Permission Template.

      6. Click Apply.

    • Update a Single Project Assignment

      1. Click the field under the 'Project Assignment' column and select Add.

      2. Click the field under 'Project Role' column and select their Project Role.

      3. Click the the field under the 'Project Permission Template' column and select their Project Permission Template.

  9. Click Next.

  10. Review the changes, then click Save.
    Note: Click Undo to remove an unwanted change before clicking save.

Add a User to Projects from Editing their Profile

  1. Navigate to the Company level Directory tool.

  2. Click Users.

  3. Click Edit next to the name of the user.

  4. Scroll down to the Projects User Does Not Belong To section.

  5. Update project assignments:

    • Add to All Projects

      1. Scroll down to the Company Permissions Templates section.

      2. Select the permissions template you want to apply to all projects for this user.

      3. Scroll down to the Projects User Does Not Belong To section.

      4. Click Add All.

        • Procore begins adding these projects to the user. You can safely leave this page while the process finishes in the background.

        • Click Cancel to stop this process.

    • Update a Single Project Assignment

      1. Click the field under the 'Project Assignment' column and select Add.

      2. Scroll up to the Current Project Settings section.

      3. Click Change Template.

      4. Click the Template dropdown menu.

      5. Click Apply.

  6. Review the changes, then click Save or Save and Manage Projects.

 Tip

You can also add a user to future projects.

See Also

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