Create a Group in the Conversations Tool (iOS)

When you create a group in the Conversations tool, you are creating a group conversation that allows you to send a message to a designated team members at the same time. These group messages can be viewed and replied by team members in the Groups section of the Conversations tool, organized by project.

• Required User Permissions:
  • Procore user with the 'Create and Manage Group' privilege. See Configure Access and Settings for the Conversations Tool.
    This permission can be set to 'Administrators', 'Internal Employees', or 'Everyone':
    • If 'Administrators' is selected, you need 'Admin' level permissions to the Project or Company level Directory tool.
    • If 'Internal Employees' is selected, you must be marked as an internal employee. See How do I add someone as an employee of my company?
    • If 'Everyone' is selected, you must be a member of the Company Directory.
• Additional Information:
  • You are automatically added to a group that you create.
  • If the Conversations tool is configured to allow only 'Administrators' to create and manage groups, we recommend keeping at least one Admin in a group so that it can be managed. Admin users are shown with (Admin) after their name in the user selection list.