View User Details in the Company Level Directory Tool

• Required User Permissions

• For users that are not Directory Administrators, the project list only includes projects that both you and the user have been added to.

• Add a User Account to the Company Directory

This functionality can be enabled in Procore Explore by joining the beta for Bulk Add a User to Projects from Company Directory.

1. Navigate to the Company level Directory tool.

2. Click the Users tab.

3. Click View next to the user you want to view.

4. View the user's information.

   • Click the General tab to view the following information:

     1. General information about the user.

     2. Documents including any attachments added to the user's profile.

     3. Communication Preferences

     4. Resource Management

   • Click the Projects tab to view a list of projects the user has been added to.

     You can configure your table view. Show / Hide Steps

     1. Click the table configuration icon.

     2. Select the size of the rows.

     3. Move the toggle to the ON position for the fields you want to show in the table.

        • Name

        • Number

        • Stage

        • Project Roles

        • Permission Template

        • Address

        • Program

        • Region

        • Type

        • Project Status

     4. Configure the order the columns appear.

        1. Click the header for the column that you want to move.

        2. Drag and drop the column in the desired location.

     5. Filter

        1. Click Filters.

        2. Select to filter by the following options:
           Note: Selecting multiple values within the same filter uses OR logic. Selecting values across different filters uses AND logic.

           • Stage

           • Project Role

           • Project Permissions Template

           • Program

           • Region

           • Type

           • Project Status

        3. Click Apply.

     6. Pin columns to remain visible when you scroll.

        1. Click the vertical ellipsis on the column you want to pin.

        2. Click Pin Column.

        3. Select where to pin the column.

     7. Search

        1. Enter a project name in the search box and press ENTER/RETURN on your keyboard to search.

     8. ​​​​​​​Sort table.

        1. Click the relevant column header to sort by one of the following columns:

           • Name

           • Number

           • Stage

           • Address

           • Program

           • Region

           • Type

           • Project Status

        2. Click again to switch between ascending or descending order:

           • Ascending

           • Descending

   • Click the Change History tab to view a list of changes made to the user's profile. See View User Change History.