Who receives notifications about project connections?

Background

Using Procore's upcoming Connection Manager tool, you can connect your project to projects in other Procore company accounts.

When projects are connected, project information is easily shared with collaborators working on your project. This eliminates silos and ensures that project information is kept in sync across Procore accounts. Some of the key benefits include:

  • Automatically sharing data with collaborators.
  • Eliminating the need for collaborators to perform duplicative data entry in their own Procore account.
  • Retaining data in each company's account for record keeping and reporting.

Initially, you will be able to share Drawings from an 'upstream' project where drawings originate, and a 'downstream' project where data is copied. In the future, you will be able to share information from other Procore tools such as RFIs, Submittals, and more.

Answer

By default, anyone with current 'Admin' permission to the Connection Manager tool, and added to that project's Directory will receive a notification. If you want different users to be notified, you can configure the email notification distribution list in each project's Connection Manager settings. See Connection Manager: Configure Advanced Settings.

The following matrix describes notification behavior and configuration options:

Notification Event
Which company receives a notification?
Which users receive a notification?
Where are the settings for this notification configured?
How can this notification be configured?
Connection Requested Upstream Users with Admin level permissions to the project's Connection Manager tool.

*Note: Excludes Company Admin users unless they are members of the Project Directory.		 Connection Manager > Configuration Settings Can be limited to only selected Connection Manager Admin users. Company Admins can be added.
Connection Request Rejected Downstream Users with Admin level permissions to the project's Connection Manager tool.

*Note: Excludes Company Admin users unless they are members of the Project Directory.		 Connection Manager > Configuration Settings Can be limited to only selected Connection Manager Admin users. Company Admins can be added.
Connection Created Both Upstream and Downstream Users with Admin level permissions to the project's Connection Manager tool.

*Note: Excludes Company Admin users unless they are members of the Project Directory.		 Connection Manager > Configuration Settings Can be limited to only selected Connection Manager Admin users. Company Admins can be added.
Initial Sync Complete Downstream All users with Admin level permissions on the project's Drawings tool. Drawings Tool > Configuration Settings Can be limited to only selected Drawings Tool Admin users. 
New Drawings Published in Upstream Account Downstream All users with Admin level permissions on the project's Drawings tool. Drawings Tool > Configuration Settings Can be limited to only selected Drawings Tool Admin users. 
Drawings Deleted in Upstream Account Downstream All users with Admin level permissions on the project's Drawings tool. Drawings Tool > Configuration Settings Can be limited to only selected Drawings Tool Admin users. 
Connection Disabled Both Upstream and Downstream Users with Admin level permissions to the project's Connection Manager tool.

*Note: Excludes Company Admin users unless they are members of the Project Directory.		 Connection Manager > Configuration Settings Can be limited to only selected Connection Manager Admin users. Company Admins can be added.

See Also