Manage a Group in the Conversations Tool

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:
  • 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:
  • 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.

Steps

1. Navigate to the Conversations tool (click the conversations icon in the top menu of Procore).
2. In the 'Groups' section, click the group that you want to manage.
3. Click Manage Group.
   
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:
     • 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 automatically add everyone in that group to the group. See Add a Distribution Group to the Project Directory.
     • To remove users: Click the x icon on the user's name.
5. Click Save Changes.

See Also

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