Add Users to Project Directory

Directory 

The Directory tool in Procore is critical to use and keep up to date  as this ensures all communications are sent to the correct people 

Add users to the project by opening the project Directory and clicking +Bulk Add from Co. Directory in the right-hand tab

Search the company or users name in the dropdown list, and click to add – you can add as many people as you need

When you have selected all the users you need, check their permission template is correct – if not, select the correct template from the dropdown list

Select if you want the user to get an invitation email, and click Add to Project

The main templates you will need to select will be the Principal/Client Team, Project Consultants, and Trade Partner

You can now see the users you have added in the main Directory page

You can update or edit the users detail by clicking Edit next to their name

• Scroll to the bottom of the users information page and select the items you want the user to be on the default distribution list for, then click Save

Note that only Estimators, Site Managers, Admins, Project Managers, QS, and H&S Coordinators have permissions for this

If the user you want to add to the project Directory is not in the dropdown list, but you can see their company name, go to the main Directory page and click +Add User 

In the pop up, enter the relevant details – note that all of these details are mandatory so the user must provide you with their first and last name, email, and contact number

Do not mark any of these as N/A

Click Add

Clicking Add will take you to the users information page

Scroll to the bottom of the users information page and click Save & Send Notification 

Note that only Estimators, Site Managers, Admins, Project Managers, QS, and H&S Coordinators have permissions for this

If the user and the company name aren’t in the dropdown list to add, you will need to contact the Group Construction Systems Administrator (GCSA), or create a Helpdesk ticket, providing the following details:

• Company Name
• New user First Name and Surname 
• Job title
• Email address 
• Contact mobile number 

Once the systems team has set up the company in Procore, you will be notified – now you can add a user by clicking +Add User in the main Directory page