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Procore

Add a Person to the Project Level Directory (Android)

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Objective

To add a person to the Project Directory on an Android mobile device.

Background

In Procore, a user is a person whose contact information has been added to the Procore application. Procore uniquely identifies its users by their email address. To add a person to Procore (a.k.a., create a new user account), the minimum requirements are:

  • Last Name. This is the user's surname.
  • Email Address. This is the unique identifier for a user in Procore. A user can be a member of one or more Procore company accounts (For example, a subcontractor who is doing work for two different general contractors (i.e., Nelson General Contractors) could be added as a user to both companies using the same email address (i.e., john@example.com). When logging in to Procore, he would be presented with the option to choose which company account he wants to view. He can also switch between companies while logged in). 

Things to Consider

  • Required User Permission:
    • Admin' level permission on the project's Directory tool.
      OR
    • If users have 'Read Only' and 'Standard' level permissions on the project's Directory tool and have been granted the 'Create and Edit Users (assignable permission templates only)' granular permission, they can add new users to the project directory.
  • Minimum Required Fields:
    • Last Name
    • Email Address 
  • Additional Information:
    • When you create a new user in a Project Directory, the user is also automatically added to the Company Directory. 
    • Personal Avatars can only be added to Procore by the end user. For details, see What is an avatar and how do I create one? 
    • This action can be performed in offline mode (i.e. when an active network connection is not available on your mobile device). Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished. 

Steps

  1. Navigate to the Directory tool on an Android mobile device.
  2. Tap +.

    clipboard_e388ced922f17b334af52cc8fa2500d94.png

Import an Existing Contact to the Project's Directory  

  1. Tap Import from Contacts.
  2. Allow Procore to access your device's contacts.
  3. Tap the desired existing contact.
    Note: This is a contact stored locally to your device outside of Procore.
  4. Tap into a field to edit or add any relevant information.
  5. Optional: Apply a permission template to the new contact.
    • Tap Permission Template and select the permission template you want to apply to the new user.
  6. Tap Save to add the contact to the project's directory.

Add a New Contact to the Project's Directory  

  1. Tap into a field to add the relevant information.
    Note: Required fields include 'Last Name' and 'Email'.
  2. Optional: Apply a permission template to the new contact.
    • Tap Permission Template and select the permission template you want to apply to the new user.
  3. Tap Save to save the contact to the project's directory.
 

See Also