Tutorials
- Accept or Deny a User's Request to Join Your Company
- Add a Classification
- Add a Company to a Project from the Company Directory
- Add a Company to the Company Directory
- Add a Distribution Group to the Company Directory
- Add a User Account to the Company Directory
- Add a User to Future Projects in Your Company Directory
- Add a User to Projects in Your Company's Procore Account
- Add Insurance to a Company Record in the Company Directory
- Add Someone as an Employee of Your Company
- Allow Users to Create New Projects
- Apply Configurable Fieldsets to 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
- Configure Advanced Settings: Company Directory
- Copy a Configurable Fieldset
- Create New Configurable Fieldsets
- Customize the Column Display in the Company Directory Tool
- Deactivate a Company in the Company Directory
- Deactivate User Accounts in the Company Directory
- Delete a Distribution Group from the Company Directory
- Delete Configurable Fieldsets
- Designate an Insurance Manager for Your Procore Company
- Download a vCard for a User Account in the Company Directory
- Download the Company or User Import Template
- Edit a Company in the Company Directory
- Edit a Contact in the Company Directory
- Edit a Distribution Group in the Company Directory
- Edit a User Account in the Company Directory
- Edit a User's Distribution Groups in the Company Directory
- Edit Configurable Fieldsets
- Export the Company Directory to CSV or PDF
- How to Log in to Procore Web (app.procore.com)
- Inactivate a Contact in the Company Directory
- Invite or Re-invite a User to Procore
- Invite Users and Collaborators to Your Company's Procore Account
- Merge Companies
- Reactivate a Company in the Company Directory
- Reactivate a Contact in the Company Directory
- Reactivate a User in the Company Directory
- Refresh Bid Contacts for Connected Companies in the Company Directory
- Remove a User from Projects in Your Company's Procore Account
- Remove Company Insurance
- Remove Configurable Fieldsets from Projects
- Respond to a 'Welcome to Procore' Email
- Search and Filter the Company Directory
- Send a Completed Company or User Import Template to Procore
- Set Bidder Information at the Company Level
- Set Bidder Information for Your Procore Company
- Unlock a User Account in the Company Directory
- Update Expiring Insurance for a Vendor in the Company Directory
- Update the Company or User Import Template
- View Company Details in the Company Level Directory Tool
- View Merge Company History
- View User Change History in the Company Level Directory
- View User Details in the Company Level Directory Tool