Create a Group in the Conversations Tool

Objective

To create a group to send messages to within the Conversations tool in Procore.

Background

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.

Things to Consider

• 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.

Steps

1. Navigate to the Conversations tool (click the Conversations icon in the top menu of Procore).
2. In the 'Groups' section, click the create icon.
   
   
    
3. Complete the following information:
   • Project: Click the drop-down menu and select the project that you want to create a group for.
   • Group Name: Enter a name for the group (such as the name of a trade).
   • Team Members: Select the people you want to add to the group. If your project has distribution groups, you can select one to automatically add everyone in that group to the message. See Add a Distribution Group to the Project Directory.
     • A maximum of 100 members can be added.
4. Click Create.
   The new group automatically appears under its project name in the Group section.

See Also

• Manage a Group in the Conversations Tool
• Send a Message Using the Conversations Tool