Create New Users

  1. Navigate to the Project level Directory tool.

  2. Click Add User.
    OR

Beta Click Add and select Add User.
3. Complete the form.
Note: Additional fields configured by your company may be displayed or required. See Create New Configurable Fieldsets.

  • First Name. Enter the new user's first name.

  • Last Name. Enter the new user's last name.

  • Email Address. Enter the new user's email address. This will be the email that they use to log in to Procore. In order to add the record, the email address entry must use the proper format (e.g., jsmith@example.com).

  • Permission Template. Select a permissions template.

Beta Note: If you do not have permissions to assign permissions templates, you can only assign the default template for the project.
4. Click Save.

Add Users from the Company Directory
Add More User Information