How to Change Companies in Procore

Why Switching Between Procore Companies Matters

For professionals juggling multiple projects under different company umbrellas, the ability to seamlessly transition between accounts is invaluable. Construction managers, project coordinators, and subcontractors all benefit from this flexibility that keeps workflows organized and efficient. When you're managing projects across organizational boundaries, having immediate access to the right company profile prevents communication gaps and keeps everyone aligned.

The time savings alone make this feature worth mastering. Instead of the tedious process of logging out and back in again, you can switch contexts with just a few clicks. This seemingly small advantage compounds over time, especially during busy periods when you're coordinating multiple stakeholders across different organizational structures.

Additionally, maintaining clear separation between company data helps with compliance, financial reporting, and audit trails. Each company's information stays neatly compartmentalized while remaining accessible to authorized users, creating the perfect balance between collaboration and data governance.

Understanding Procore's Navigation System

The navigation bar serves as your command center within the Procore platform. It's thoughtfully designed to provide quick access to all your essential project management functions, including the critical "Select a Project" menu. This dropdown isn't just for choosing projects—it's also your gateway to switching between company accounts.

The interface prioritizes efficiency without sacrificing clarity. You'll find visual cues that help you identify which company context you're currently working in, preventing confusion when managing similar projects across different organizations. These subtle design elements make a significant difference during busy workdays when attention to detail matters most.

For users who work with both Project Management and Portfolio Financials toolkits, the navigation system becomes even more valuable. You can transition not just between companies but also between different functional areas within those companies, giving you comprehensive control over your digital workspace.

Desktop Company Switching Process

Changing companies through your desktop browser follows a logical, straightforward process that becomes second nature after a few uses. The developers at Procore have refined this workflow based on user feedback to ensure it feels intuitive even for those new to the platform.

When you're ready to switch companies, start by locating the "Select a Project" dropdown menu in the header of your Procore dashboard. After clicking this menu, scroll to the bottom where you'll see your current company displayed alongside a "Change" button. Clicking this button opens the Change Company window where you can search for and select your desired company.

The search functionality works progressively, filtering results as you type to quickly narrow down options. Once you select the appropriate company, Procore automatically redirects you to that company's homepage, displaying all associated projects and tools. Take a moment to verify the switch by checking project headers and dashboard information to confirm you're now working in the correct company context.

This entire process typically takes less than 10 seconds, demonstrating how Procore prioritizes efficiency in its user experience design. The smooth transition maintains your productivity momentum without interrupting your thought process or workflow.

Mobile Company Switching on iOS

The mobile experience mirrors the desktop version's simplicity while adapting to touch interfaces. Procore's iOS app brings the same powerful functionality to your smartphone or tablet, ensuring you stay connected to your projects even when away from your desk.

After launching the app and logging in, tap the menu icon (typically three horizontal lines) in the corner of your screen. This reveals your navigation options, including access to your projects list. At the bottom of this list, you'll find the "Current Company" field with a "Change" option that opens your list of accessible companies.

The mobile interface provides both search and scroll capabilities to locate your desired company. After selecting a company, the app refreshes to display that company's homepage and associated projects. Always verify the company switch by checking for the correct company logo and header information on your screen.

The iOS app maintains feature parity with the desktop version, ensuring consistent experiences regardless of which device you're using. This thoughtful design acknowledges the reality of construction management—professionals need access to their projects whether they're in the office, at a job site, or anywhere in between.

Managing Multiple Toolkits Effectively

Procore offers specialized toolkits that cater to different aspects of construction management. The Project Management toolkit focuses on operational elements like drawings, photos, and inspections, while Portfolio Financials addresses budgeting, cost tracking, and capital planning needs.

When switching companies, you might encounter a prompt asking which toolkit you want to use if the company supports multiple options. This additional step ensures you land in the right workspace for your current tasks. The choice depends entirely on what you need to accomplish—operational tasks point toward Project Management, while financial activities suggest Portfolio Financials.

The system remembers your preferences to streamline future switches, though you can always change toolkits later if your focus shifts during your work session. This toolkit selection process demonstrates Procore's understanding that construction professionals wear many hats, sometimes needing to shift between operational and financial perspectives multiple times in a single day.

Troubleshooting Common Switching Issues

Even well-designed systems occasionally present challenges. Understanding how to address common issues will help you maintain productivity when unexpected situations arise during company switching.

Permission problems represent the most frequent obstacle. If you can't see the "Change" option or certain companies don't appear in your list, it likely indicates a permissions issue. Your Procore administrator needs to verify your access settings and make appropriate adjustments to resolve these situations.

Interface refresh issues can also occur, where data from your previous company context persists after switching. The following solutions typically resolve these display problems:

• Refresh your browser page or restart the mobile app
• Clear your browser cache if using the web version
• Log out completely and log back in
• Check your internet connection stability

When searching for companies, remember that even minor typos can prevent matches from appearing. Double-check your spelling or try partial name searches to improve results. If a company truly seems missing, confirm with your administrator that you've been granted the necessary access permissions.

Best Practices for Multi-Company Management

Developing good habits around company switching helps maintain organization and prevents confusion. These practices become increasingly valuable as the number of companies you access grows over time.

Create a personal reference guide listing all your company accounts and their associated projects. This simple document serves as a quick reference when you need to locate specific information or determine which company context contains particular projects. Update this guide regularly as new companies are added or project assignments change.

Standardized naming conventions dramatically improve navigation efficiency. When projects follow consistent naming patterns across companies, you can quickly identify and locate them regardless of which company context you're working in. If you have influence over naming practices, advocate for standardization to benefit everyone using the system.

Regular permission reviews ensure you maintain appropriate access as your role evolves. Schedule quarterly check-ins with your system administrator to verify that your permissions accurately reflect your current responsibilities. This proactive approach prevents frustrating situations where you suddenly discover you lack access to necessary company accounts.

Integration Considerations Across Systems

Procore frequently connects with external systems like accounting software (e.g., Sage) and Enterprise Resource Planning (ERP) systems. These integrations typically function smoothly during company switches, but awareness of potential issues helps prevent disruptions.

Data synchronization between systems requires careful monitoring, especially after switching companies. Verify that information flows correctly between Procore and integrated platforms by checking recently updated records. This verification step becomes particularly important when working with financial data that impacts budgeting and forecasting.

When multiple vendors appear across different company contexts, pay special attention to how vendor information displays after switching. Inconsistencies in vendor details can create confusion during procurement and payment processes. Address any discrepancies promptly by working with your administrator to standardize vendor information across company profiles.

The company-level Admin tool provides advanced options for maintaining data integrity across integrations. This powerful feature allows authorized users to fine-tune settings and ensure consistent information presentation. Familiarize yourself with these administrative capabilities if you frequently work across integrated systems.

Optimizing Your Multi-Company Workflow

Developing personal strategies for efficient company switching can significantly enhance your productivity. Small optimizations compound over time, creating substantial efficiency gains for frequent switchers.

Start your day by planning which company contexts you'll need to access and in what sequence. This mental roadmap reduces context-switching cognitive load and helps you batch similar tasks across companies. For example, handle all drawing reviews across multiple companies before moving on to budget approvals.

Create browser bookmarks for frequently accessed company dashboards to bypass the standard switching process when possible. While you'll still need to use the official switching method for most activities, bookmarks can provide shortcuts for quick reference checks without disrupting your current context.

Document any company-specific processes or requirements in your personal notes. Different organizations often customize Procore to match their workflows, and these variations can be confusing when switching frequently. Quick reference notes help you adapt to each company's unique approach without hesitation.

Advanced Techniques for Power Users

Experienced Procore users can leverage additional techniques to further streamline their multi-company experience. These advanced approaches build upon the foundation of basic switching skills to create truly efficient workflows.

Keyboard shortcuts accelerate navigation throughout Procore, including the company switching process. The following shortcuts prove particularly valuable for frequent switchers:

• Use browser search (Ctrl+F/Cmd+F) within the company selection window to quickly locate specific company names
• Leverage browser tab management to maintain multiple company contexts simultaneously
• Utilize browser profiles to create dedicated environments for different company groups

Regular data audits ensure your view remains accurate across all company contexts. Schedule monthly reviews of critical information like project timelines, budget allocations, and team assignments. These audits help identify any synchronization issues before they impact project delivery or financial reporting.

Cross-training team members on proper company switching procedures creates organizational resilience. When multiple people understand how to navigate between companies correctly, knowledge sharing improves and dependency on specific individuals decreases. This shared capability becomes especially valuable during vacation periods or unexpected absences.

Real-World Multi-Company Scenarios

Understanding how company switching applies to common construction management situations helps contextualize its value. These practical examples demonstrate how this feature addresses real challenges faced by industry professionals.

Consider a project manager overseeing similar residential developments for two different builders. In the morning, they need to review updated architectural drawings for Company A's project, then approve change orders for Company B's similar development in the afternoon. Without efficient company switching, this manager would waste valuable time logging in and out repeatedly throughout the day.

The company switching feature allows them to maintain mental continuity between these similar projects while keeping each company's data appropriately separated. They can apply lessons learned from one project to another without confusion about which organizational context they're working within.

Another common scenario involves financial professionals who need to compare budget performance across multiple organizations. The ability to quickly switch between company contexts allows for efficient comparative analysis without exporting data to external systems. This capability supports better decision-making through direct, contextual comparisons within the familiar Procore interface.

Maintaining Security While Switching

Security remains paramount even when prioritizing efficiency. Procore's company switching feature incorporates several safeguards to protect sensitive information while enabling productive workflows.

Each company switch triggers appropriate permission checks to ensure you only access authorized information. These permission boundaries prevent accidental data exposure while allowing legitimate cross-company collaboration. The system maintains detailed access logs that document when and how users move between company contexts.

When working in public or shared spaces, exercise additional caution during company switches. The following security practices help protect sensitive information:

• Verify no unauthorized viewers can see your screen during company transitions
• Lock your device when stepping away, even briefly
• Avoid using "remember me" options on shared computers
• Review the company header after switching to confirm you're in the correct context

Regular security audits by your IT team help identify any potential vulnerabilities in multi-company access patterns. Participate fully in these reviews and implement recommended changes promptly to maintain appropriate data protection across all company contexts.

Maximizing Your Procore Experience

The company switching feature represents just one aspect of Procore's comprehensive construction management platform. Understanding how this capability integrates with other features helps you extract maximum value from the system.

Explore how company switching complements Procore's reporting capabilities. The ability to generate similar reports across different company contexts supports comparative analysis and performance benchmarking. This cross-company perspective often reveals insights that remain hidden when examining organizations in isolation.

The notification system works intelligently across company boundaries, ensuring you receive appropriate alerts regardless of which context you're currently viewing. Configure your notification preferences to balance comprehensive awareness with focused productivity. This customization prevents notification overload while keeping you informed of critical developments.

Procore's mobile capabilities extend the company switching feature beyond the office, enabling responsive management from any location. This mobility proves particularly valuable for executives and managers who oversee projects across multiple organizations and physical locations. The consistent experience between desktop and mobile interfaces ensures smooth transitions as you move between devices throughout your workday.

Streamline Your Procore Company Management Today

The ability to efficiently navigate between company contexts in Procore transforms how construction professionals manage multi-organizational responsibilities. This seemingly simple feature delivers profound productivity benefits by eliminating unnecessary friction from complex workflows.

The techniques and best practices outlined in this guide provide a foundation for mastering company switching in both desktop and mobile environments. Start by implementing the basic switching process, then gradually incorporate advanced strategies as your comfort level increases. Pay particular attention to permission management and data verification to ensure smooth transitions between company contexts.

Remember that efficient company switching contributes to better project outcomes by ensuring the right information reaches the right people at the right time. When team members can move confidently between organizational contexts, communication improves and projects progress more smoothly. Take time to share these techniques with colleagues to create a more capable team that leverages Procore's full potential across all your company relationships.