How to Add a User to the Project Level Directory Tool (Procore Web)

Role

PCs, PAs and CAs

Objective

To add a user to the Project level Directory tool.

Steps

1. Navigate to the project's Directory tool.

2.     Click Add User.

3. Recommended: Search Procore to see if the user already exists as follows:

   • Complete this data entry:

     

     
     
   1. First Name. Enter the new user's first name. 
   2. *Last Name. Enter the new user's last name. 
   3. *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). 
   4. *Permission Template. Select one of these options from the drop-down list. (e.g., if adding a user MSA architect select Architect/Engineer-External). 

5.     Click Add.

A green banner displays to confirm the user was added to the project and you are redirected to their profile in the Project level Directory where you can update their company information, personal information and other project settings as described below.

6. select " Save and Send Invitation To Procore"

Refer to the coordinating manual for further details regarding the Directory tool, see link below.

Operations Coordinating Manual