Edit a User Account in the Project Directory

General Fields:

• First Name. Change first name of the user.

• Last Name. Change the surname of the user.

• Initials. Modify the user's initials.

• Company Name. Update the user's company's business name.

• Company Address. Edit the address entry as appropriate.

• Admin Only. Email Address. 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.

• Login. This field can only be updated by users with the appropriate permissions in the Company level Directory tool. This is also the specific email address that receives security-related communications (e.g., password resets).
  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.

Users with 'Admin' level permissions can update the following fields:

• Active? A checkmark in this box indicates that the user is active.

• Classification. Select a classification for the user. 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.

• 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.