Edit a User Account in the Company Directory

To edit a user's personal information in the Company Directory.

• Required User Permissions

• When you update a user profile in the Company level Directory tool, the updates are reflected in the user profile in all of your company's projects that the user has been added to.

• User accounts cannot be deleted from the Company Directory. You can, however, inactivate the user's account. See Inactivate a Batch of User Accounts in the Company Directory.

• Updating this email address may not change the user's login email address. See Can I change a person's email address in the Directory?

• Editing a user's login:

  • If your company's email domain is managed by SSO in Procore and you have 'Admin' level permissions on the Company level Directory tool, you can change the login email address for other users who belong to the same SSO domain and for other users who only have user accounts in your company's Procore account. See Can I change a person's email address in the Directory?

  • If your company's email domain is not managed by SSO in Procore, users can change their own login email address in the 'My Profile Settings' on their account as long as the new email address is not associated with another user in Procore. See Change Your Login ID Email Address for Your Procore User Account.

  • If you have the Resource Planning tool and data syncs enabled, shared fields in the Personal Information section are updated in both tools. See What People Information Syncs between the Procore Company Directory and Resource Planning?.

•  In Beta

  The Procore Directory and Resource Planning People List Integration can be enabled by an administrator in Procore Explore.

  This integration allows you to view and manage ALL Resource Planning people in both the Company Directory and the Resource Planning People List. When people sync is enabled, the two lists become a single, reliable source of truth—ensuring accurate, consistent data and eliminating redundant entry. See Edit Resource Planning Information for People.

  For the best experience, data syncing should be enabled with this feature. If it is disabled, please contact your Procore Customer Success Engineer or Point of Contact to have it turned on.

1. Navigate to the Company level Directory tool.

2. Locate the user record to modify. Then click Edit.

3. Optional: If the user is employed by or affiliated with a company already in the Company level Directory, you can update the user's personal information with the information from the company by selecting the company in the 'Company Name' drop-down menu and clicking Copy to Personal Information.

4. Continue to update the following information:

   • Personal Information* First Name. Change first name of the user.* Last Name. Change the surname of the user.* Initials. Modify the user's initials.* Email Address (Admin Only). Revise the user's email address. This is the email address that emails from Procore are sent to.
     Notes:* If the user has access to more than one company's Procore account, you may not be able to change that user's email address.* Updating this email address may not change the user's login email address. See Can I change a person's email address in the Directory?* Login. Edit the user's login information.
     Note: If your company's email domain is not managed by SSO in Procore, users can change their own login email address in the 'My Profile Settings' on their account as long as the new email address is not associated with another user in Procore. See Change Your Login ID Email Address for Your Procore User Account.* Address. If the user's office is in a location that is different from the company address, update the user's address here.* City. Type the name of the city associated with the user's address.* Country/State. Select the desired country/state from the drop-down lists.* ZIP. Enter the ZIP code in the text box.* Business Phone. Update the user's business phone number.* Business Fax. Update the user's fax number.* Cell Phone. Update the user's mobile telephone number.* Job Title. Update the user's job title.* Project Roles. Select the appropriate project role for the user from the drop-down list.* Tags/Keywords. Enter any tags and keywords as needed.* Admin Only: The following fields can only be viewed and updated by users with 'Admin' level permissions on the Company level Directory tool.* Active? A checkmark in this box indicates that the user is active.* Classification. Select a classification for the user.
     Note: This list comes from the Company level classifications. See Add a Classification.* Send This User Messages. Select Via Email or Not at All from the drop-down menu.* Notes:* If a user's 'Send This User Messages' setting is set to 'Not at All' they will receive no emails from Procore. This includes emails for password resets, invitations from Procore, or messages from distribution lists that they are added to.* If you will be designating this user as an invoice contact, always select Via Email to ensure that any invoice-related messages are sent. For details, see What is an invoice contact?* Is Employee Of [Company Name]?. Place a checkmark if the user is an employee of your company. Leave the checkmark blank if the user is employed by another business entity.* Is an Insurance Manager of [Company Name]?. If this user is also an Insurance Manager for your company, place a checkmark in this box. To learn more, see Designate an Insurance Manager for Your Procore Company.* Attachments. Click Attach File(s) or use a drag-and-drop operation to move file from a computer or network location into Procore.

5. Click Save or Save and Send Invitation to Procore.