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Procore

Manage a Group in the Conversations Tool

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Objective

To modify an existing group 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 designated team members at the same time. See Create a Group in the Conversations Tool. 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:
  • Additional Information:
    • If the Conversations tool is configured to allow only Admins 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.
    • Each group in the Conversations tool can support up to 2,000 members. 

Steps

  1. Navigate to the Conversations tool (click the conversations icon-conversations.png icon in the top menu of Procore).
  2. In the 'Groups' section, click the group that you want to manage.
  3. Click Manage Group.
    conversations-manage-group.png
  4. The following information can be modified:
    • Group Name: Edit the name for the group if necessary.
    • Team Members: Manage the list of team members as necessary, choosing between manual selection and using the project's Directory:
      • Selected users:
        • To add users: Click into the menu to see the list of project users. Select any users you want to add to the group.
          Note: If your project has distribution groups, you can select one to add those members to the conversation group. See Add a Distribution Group to the Project Directory.
        • To remove users: Click the x icon on the user's name.
      • Everyone in this project's Directory: This includes automatic updates to the team members when any user is added or removed from the project Directory in the future. 
        Note: Company Admins who are not yet in the project's Directory are prompted to add themselves before proceeding with this option. 
  5. Click Save Changes.