Procore Hot Tip - Add to 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. 

You can add users to Distribution Groups to make it easier e.g. Client/Consultants, CBC Team, Trade Partners (see previous Hot Tips).

You can also quickly add users (e.g. a trade partner) as part of the default distribution list for certain items.

Add Existing User to Project

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.

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

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

You can now see the users you have added.

Project Managers, Admins, and Site Managers 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.

Add New User 

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. 

Project Managers, Project Admins, QS, and Site Managers/BTMs can all do this action.

In the pop up, enter the relevant details – note that all of these details are required 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 - enter the correct details. 

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. 

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 Helpdesk, providing the following details:

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

Items marked with a * are mandatory. 

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 or +Bulk Add from Co. Directory in the main Directory page.