How to Change Companies on Procore

Understanding Multi-Company Access

If you work with multiple Procore company accounts, you may find yourself needing to alternate between these accounts frequently. This could be because you serve as an administrator for more than one company, are a consultant managing several accounts, or simply have overlapping projects under different organizations. Regardless of the reason, knowing how to change companies on Procore can save you time and ensure you access the right set of project data when you need it.

Procore's architecture is built to support users across multiple companies by embedding several account accessibility features into the system. In a typical company account setup, users in Procore can only view the projects and data relevant to that company. However, in many cases, users have permission to access more than one company account. Instead of logging out and logging in again with another set of credentials, Procore's navigation menu includes an option that directly allows you to change companies within the same session.

This streamlined switching process helps users manage their work more efficiently. Rather than juggling multiple web browsers or user sessions, you can simply click a few buttons in the navigation bar and seamlessly move into a different company's workspace. The design of the navigation bar in Procore is highly intuitive, ensuring that even new users can learn the method quickly.

Desktop Switching Process

The process for switching companies on your desktop is straightforward and user-friendly. Once you understand the basic navigation elements, you'll be able to move between company accounts with minimal effort.

Begin by logging into your Procore account on your desktop web browser. Once logged in, you will notice the navigation bar at the top of the page. This bar contains several important items, including the "Select a Project" menu. Click on the "Select a Project" menu to access not only projects but also the company account you are currently using.

At the bottom of this menu, locate the area labeled "Current Company." Next to the "Current Company" label, you will find a button or link simply labelled "Change." Click on this option to open up a text field or a list that allows you to enter or select a different company name.

After clicking "Change," a prompt will ask you to type the name of the company you wish to access. As you type, Procore will filter your list based on your input. From the list that appears, select the company you want. Once you click the company's name, Procore will automatically direct you to that company's homepage, including all the projects and assets associated with it.

Mobile App Navigation

For professionals who need to access Procore on the go, the mobile application offers similar functionality with a slightly different interface. The iOS version maintains the core switching capability while adapting to the mobile screen format.

Start by opening the Procore app on your iOS device. The app presents you with a clean interface similar to the desktop application but optimized for touch interaction. At the top of the screen, you will find a combined "Project and Company Selector" menu. Tap on this menu to reveal the different options available to you.

Inside the selector menu, look for the "Company" option. Tapping on "Company" will display a list of all companies that you have permission to access. This list might include current clients, partner organizations, or different divisions within your own company structure.

Scroll through the list and tap on the company you want to switch to. In some cases, you might also see checkboxes that let you filter which company projects appear on your search results. Once you have made your selection, tap on "Apply" to enforce the filter. The application will update, showing you projects related to the selected company, thereby confirming the switch.

Effective Multi-Company Management

Now that you understand the mechanics of changing companies in Procore, implementing some best practices will enhance your experience and prevent common issues. These strategies will help you maintain organization across multiple company accounts.

Before attempting to switch companies, double-check that your user account has the appropriate access permissions. Only those users who have been granted rights to view additional companies will see them in the navigation menu or the mobile app. If you don't see a company that you expect, reach out to your administrator to ensure that your permissions are set correctly.

For companies that operate in multiple divisions, consistency is key. Setting up similar project templates and configurations across all of your company accounts can help reduce confusion. This consistency means that when you switch from one company to another, the layout, terminology, and structure of settings remain essentially the same.

Procore allows you to maintain a directory of all companies and vendors. Ensure that your directories are organized and up to date. When merging companies or updating company details, follow the provided steps carefully to avoid any data loss or errors. Consistent maintenance of directories will save time when switching between companies within a project.

If you are in charge of managing access for multiple users, document the process of how to change companies on Procore. Create a simple guide similar to this blog post and share it with your team members. This practice not only saves time but also minimizes the confusion that new team members might experience.

Troubleshooting Common Challenges

Even with a well-designed system like Procore, occasional issues may arise when switching between company accounts. Understanding these common problems and their solutions will help you maintain productivity without interruption.

If you type in a company name and nothing appears on the list, you likely lack the proper permission to view that company account. Contact your company's Procore administrator to modify your access. Sometimes, the company might not be fully set up in the system, so verifying with your IT or support team is beneficial.

After changing the company, if the projects do not refresh properly, try these solutions:

1. Log out of your Procore account completely and then log back in with your credentials.
2. Clear your browser cache if you are using the desktop web application to remove any stored data that might be causing conflicts.
3. Ensure your mobile app is updated to the latest version available in your device's app store.
4. Check your internet connection to make sure it's stable and not causing synchronization issues.

Occasionally, you might experience errors that indicate a conflict with your user role within a company. This can happen when there are duplicate records or inconsistency between company-level permissions and project-level permissions. In such cases, contacting Procore support or your internal administrator to mark duplicate logins as inactive can help resolve the problem.

If you encounter difficulties when changing companies on your iOS device, make sure that the app is fully updated via the App Store. Close and reopen the app if needed, as sometimes network issues can cause delayed updates in the company list.

Administrator Best Practices

For Procore administrators who manage multiple active users across different companies, implementing strategic approaches can streamline operations and prevent common issues. These advanced tips will help maintain system integrity while supporting efficient user workflows.

Regularly audit your company directories to ensure that all records are current. Duplicate or inactive users should be marked appropriately, and any companies that are no longer needed can be merged or archived following Procore's guidelines. This practice not only helps with navigation but also with overall data hygiene.

Procore provides options to handle bulk changes in the directory, saving significant time compared to individual updates. When you need to make changes across multiple user records, consider these powerful features:

• Bulk user management: Apply changes to multiple users simultaneously when updating permissions or company access.
• Directory cleanup tools: Identify and resolve duplicate entries that might cause confusion during company switching.
• Permission templates: Create standardized permission sets that can be applied consistently across companies.
• Access reports: Generate reports showing which users have access to which companies for regular auditing.

Running periodic training sessions on how to use Procore effectively can eliminate many common issues before they arise. Encourage users to join Procore community groups and take advantage of webinars, certification courses, and support articles. Building an internal knowledge base that outlines procedures such as changing companies on Procore is an excellent way to empower your team.

When integrating Procore with other systems such as Enterprise Resource Planning (ERP) solutions, make sure that your data mappings and vendor/company naming conventions are consistent. In some cases, the integration might require data corrections on either the source system or within Procore. Document any workarounds used so that future data migrations go smoothly.

Real-World Applications

Understanding how the company switching feature applies to actual construction scenarios helps illustrate its practical value. These examples demonstrate how different professionals leverage this functionality to improve their workflow efficiency.

A general contractor who oversees several construction projects for different clients can benefit tremendously from efficient company switching. Each client is represented as a separate company account in Procore, containing specific project details, documentation, and communication records. Rather than juggling multiple browsers or performing frequent logins and logouts, the contractor can quickly switch between companies to monitor project progress, adjust schedules, or manage budgets.

This seamless switching helps maintain efficiency and minimizes the risk of errors caused by working in the wrong company workspace. The contractor can respond to client inquiries more promptly by accessing the correct information within seconds. Additionally, when meetings with different clients occur back-to-back, the ability to switch companies quickly ensures that the right data is always at hand.

A construction consultant might be responsible for coordinating with several subcontractors and vendors across diverse projects. When these vendors appear in different company records in Procore, having the ability to change companies with just a few clicks avoids confusion. Instead of manually searching for the vendor across various accounts, the consultant can quickly move from one company context to another.

This capability provides access to all relevant contact information, insurance certificates, and contract details in one unified interface. The consultant can maintain better relationships with vendors by having immediate access to their history and current status across multiple projects. This comprehensive view also helps identify potential issues before they escalate into serious problems.

Benefits of Seamless Switching

The ability to change companies on Procore delivers multiple advantages that directly impact productivity and data management. These benefits extend beyond simple convenience to create meaningful improvements in workflow efficiency.

Enhanced user efficiency stands out as a primary advantage. Users spend less time navigating between unneeded screens or logging in to different sessions, thereby increasing overall productivity. This time-saving feature becomes particularly valuable during busy construction seasons when every minute counts toward meeting project deadlines.

Centralized access to information creates a more cohesive work environment. The central banking of projects, documents, and communications across multiple companies means that important information is available when needed, regardless of which company's account is being used. This centralization reduces the risk of missing critical updates or working with outdated information.

Whether using a desktop or mobile device, the experience remains consistent, making the learning curve minimal for new users. This consistency across platforms allows team members to work effectively from any location—whether in the office, at a job site, or while traveling between locations. The familiar interface reduces training time and supports faster adoption of the platform throughout the organization.

Better data management emerges as another significant benefit. Administrators can ensure data consistency, especially in systems that merge vendor and project records. This leads to fewer data errors and simplified reporting across multiple company accounts. The improved data integrity supports more accurate forecasting and resource allocation across projects.

Advanced Integration Strategies

As organizations grow more complex, the integration between Procore and other business systems becomes increasingly important. Proper integration ensures that company switching remains smooth even when external data sources are involved.

When connecting Procore with accounting systems like Sage, QuickBooks, or other financial platforms, maintaining consistent company identifiers becomes crucial. These identifiers ensure that financial data flows correctly between systems even when users switch between different company accounts in Procore. Regular validation checks help identify any mismatches before they cause reporting errors.

Document management integration requires special attention when working across multiple companies. Consider these integration considerations:

1. Establish naming conventions that include company identifiers to prevent confusion when documents are exported or shared.
2. Configure document access permissions that align with company-level permissions to maintain proper security boundaries.
3. Implement version control protocols that track which company made specific document changes for better accountability.
4. Create automated workflows that respect company boundaries while still allowing necessary cross-company collaboration.

Customer Relationship Management (CRM) system integration can enhance the value of company switching by providing additional context about client relationships. When properly configured, switching to a different company in Procore can automatically surface relevant client history, communication records, and relationship notes from the CRM. This comprehensive view helps maintain consistent client service across all interactions.

For organizations using Building Information Modeling (BIM) tools alongside Procore, company switching should maintain the connection to the appropriate model files. Establishing clear linkages between company accounts and their associated BIM models prevents confusion and ensures that design decisions are made using the correct reference materials. Regular synchronization checks help maintain these connections as projects evolve.

Training New Users Effectively

Bringing new team members up to speed on Procore's company switching functionality requires a thoughtful approach. A well-designed training program helps users become comfortable with this feature quickly.

Create a simple onboarding checklist that includes practicing company switching as one of the first skills to master. This prioritization helps new users understand the platform's structure and prevents confusion about which company context they're working in. Include screenshots or short video demonstrations that show the exact steps for both desktop and mobile platforms.

Pair new users with experienced mentors who can demonstrate company switching in real-world scenarios. This buddy system provides contextual learning that helps reinforce the technical steps with practical applications. The mentor can share personal tips and shortcuts that might not be documented in official training materials.

Develop scenario-based exercises that require users to switch between companies to complete specific tasks. These practical exercises help build muscle memory for the switching process while also demonstrating its value in daily work. For example, ask users to locate specific documents across different company accounts or update similar information in multiple companies.

Schedule follow-up check-ins after initial training to address any questions or difficulties users might be experiencing with company switching. These check-ins provide opportunities to share advanced tips and ensure that users are following best practices. They also help identify any common issues that might warrant updates to training materials or system configurations.

Mastering Procore Company Switching

The ability to change companies efficiently in Procore represents a significant advantage for construction professionals who work across multiple organizations or projects. By understanding the process thoroughly and implementing best practices, you can maximize productivity while maintaining data integrity.

The company switching feature in Procore demonstrates the platform's commitment to supporting complex organizational structures in the construction industry. Whether you're a project manager juggling multiple client accounts, a consultant working with various partners, or an administrator overseeing a diverse portfolio, this functionality adapts to your needs. The thoughtful design makes navigation intuitive while preserving proper data boundaries between different company contexts.

Remember that mastering this feature is about more than just knowing which buttons to click—it's about developing a workflow that leverages company switching to enhance your overall efficiency. Take time to organize your approach, establish consistent practices across companies, and train your team thoroughly. These investments will pay dividends through smoother operations and fewer data management headaches as your projects progress.

As construction technology continues to evolve, features like company switching will become even more seamless and powerful. Stay engaged with the Procore community, participate in training opportunities, and provide feedback to help shape future improvements. Your experience as a user helps drive the ongoing development of tools that make construction management more efficient and effective for everyone involved.