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Procore

Add a Person to the Project Level Directory (iOS)

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Objective

To add a person to the Project Directory on an iOS 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 Permissions
  • 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 using the Procore app on an iOS mobile device.
  2. Tap the + icon.

    directory-ios-add-to-project-directory.png
     
  3. Tap Add Contact.

Import an Existing Contact to the Project's Directory 

  1. Tap Import from Contacts.
  2. Tap the desired existing contact that is stored locally to your device outside of Procore.
  3. Tap into a field to edit or add any relevant information.
  4. Optional: Apply a permission template to the new contact.
    • If you have 'Admin' permissions on the Project level Directory tool or 'Read Only' or 'Standard' permissions and have been granted the 'Create and Edit Users' granular permission:
      1. Tap Permission Template.
      2. Select the permission template you want to apply to the new user.
    • If you have 'Admin' permissions on the Company level Directory tool:
      1. Tap Contact Level.
      2. Select Company.
      3. Tap Permission Template.
      4. Select the permission template you want to apply to the new user.
  5. Tap Create to add the contact to the project's directory.

Add a New Contact to the Project's Directory 

  1. Tap Create New Contact.
  2. Tap into a field to add the relevant information:
  3. Optional: Apply a permission template to the new contact.
    • If you have 'Admin' permissions on the Project level Directory tool or 'Read Only' or 'Standard' permissions and have been granted the 'Create and Edit Users' granular permission:
      1. Tap Permission Template.
      2. Select the permission template you want to apply to the new user.
    • If you have 'Admin' permissions on the Company level Directory tool:
      1. Tap Contact Level.
      2. Select Company.
      3. Tap Permission Template.
      4. Select the permission template you want to apply to the new user.
  4. Tap Create to save the contact to the project's directory.