Directory (Project Level)
Procore's Project level Directory tool stores all of your project-specific contact information. Contacts can be employees, project team members, or other business entities, such as subcontractors or vendors. A user assigned "Admin' level permissions to this tool can add a contact strictly so their information is available for use in Procore or they can invite contacts to join Procore and log into the system as an end user.
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How-to articles describe steps for completing an end-user task. To add a new how-to article, follow these steps:
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See Company Level: Directory for additional documentation.
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The following table highlights which user permissions are required to perform the described user action.
Important! A user who is granted 'Admin' level permissions to the project's Directory tool is also automatically granted 'Admin' permissions across all of the project's tools.
- Denotes an action that is supported in Procore's iOS and/or Android mobile application.
|Add a Company to the Project Directory||1|
|Add a New Distribution Group|
|Add a Person to the Project Directory||1|
|Add an Insurance Certificate and Manger to Your Project or Company|
|Allow a Standard User to Add a Person to the Project Directory||1|
|Assign a Permission Template to a Project User|
|Bulk Add People and Companies to a Project from the Company Directory||1|
|Change a Project User's Permission Template|
|Change Your Email Address in Procore|
|Change a User's Permissions|
|Configure a Project Team|
|Configure Advanced Settings: Directory|
|Deactivate a Company|
|Delete a Distribution Group|
|Download vCard for a Person|
|Edit a Company or Person in the Project Directory|
|Edit a Distribution Group|
|Enable Schedule Notifications|
|Enable Weather Delay Alerts by Phone or Email||1|
|Export the Project Directory to CSV or PDF|
|Forward Contact Information by Email|
|Import Users into the Project Directory||2|
|Import Vendors into the Project Directory||2|
|Invite or Reinvite a Person to a Project|
|Reactivate a Company|
|Reactivate a User|
|Remove a Company from a Project|
|Remove a User from a Project|
|Remove Project Insurance|
|Save Contact to Phone on a Mobile Device|
|Search and Filter the Project Directory|
|Set Bidder Information at the Project Level|
|Set up a Project Directory|
|View the Project Directory|
1 Before a user with 'Standard' level permissions to the project's Directory tool can add a person/company to the Project Directory, a user with 'Admin' level permissions to the Company and Project level Directory must delegate authority to the user following these steps: Allow a Standard User to Add a Person to the Project Directory.
2 Users with 'Admin' level permissions to the project's Directory tool can submit a request to have data imported into the Directory. A Procore representative will perform the import action for the requestor.
The following table highlights which user permissions are typically granted to a user based on their job role on a project. A user's permissions for a specific tool are granted on a per project basis. To learn how to create permission templates that you can apply to groups of users based on their job role, see Manage Permission Templates.
|Owner / Construction Manager|
Below are the notable changes to the Project level Directory tool.
Updated the Bulk Add from Company page in the Project Directory. For details, see Bulk Add People and Companies to a Project from the Company Directory.
Updated permissions in Procore so that now, users with 'Standard' level permission to the Directory cannot create a new vendor from the Directory's Contact Edit page. Note that users with 'Admin' permission to the Directory tool will still be permitted to create new company/vendor records by adding new information in the 'Company Information' fields on the Contact Edit page.
Updated the Project Directory tool to added a '(None)' option in the 'Project Permission Templates' drop-down list on the Edit Contact Information page.
Updated the contact Edit page in the Project Directory so that when a user selects the 'Do Not Apply a Permission Template' option from the 'Project Permission Templates' menu, the system now hides the informational banner saying that permissions are not editable. It also enables the radio buttons used to set the user's permissions for Procore tools on the project. See Add Person to Project Directory.
Updated the Project level Directory tool so that the 'Project Roles' drop-down list (which appears on the create/edit person pages) now lists the role selections in the same order that the selections appear in the 'Project Roles' page under 'Administrative Settings' in the Company level Admin tool.
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