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What are the New Features in the (BETA) Directory?

This documentation details alpha, beta, and other prerelease software, and its accuracy and reliability is not guaranteed by Procore Technologies, Inc. It is being provided online for internal use and evaluation by authorized Procore Beta Participants only. To determine if your company is a Procore Beta Participant, please contact your Procore Procore point of contact. Procore is not responsible for and expressly disclaims all warranties of any kind with respect to this documentation and will not be responsible for any harm, loss, costs, or damages incurred due to its use.

 

 

Background

The goal of our Beta Directory view is to provide early access to some of the most requested feature and performance enhancements while gathering feedback from our users. The Beta Directory View delivers fast and efficient access to an expanded set of Directory information via enhanced search, sorting, and grouping capabilities.
Note: During the beta period, you will retain the option of switching between the 'Beta View' and 'Default View' at any time (see (BETA) Switch Between Views in the Company Directory and (BETA) Switch Between Views in the Project Directory). Please refer to this page for a description of new functionality. We also encourage you to reach out with any questions or comments to gpbeta@procore.com.

 

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Answer

The new Directory view offers the following new functionality: 

  • Permission Templates
    • Users with 'Admin' level permission to the Company Directory can now see the Default Permission Template for all users on the Company Directory.
    • Users with 'Admin' level permission to the Project Directory can now see the Assigned Permission Template for all users on the Project Directory.
  • Ability to Sort
    • Sort by company name, last name, and permission template (Admins only) in Users view.
    • Sort by company name, last name, and permission template (Admins only) in Users view when grouped by Company.
    • Sort by company name in Companies view.
    • Sort by distribution group name in Distribution Groups view.
    • Sort by Default Permission Template (Admins only) in Company Directory
    • Sort by Assigned Permission Template (Admins only) in Project Directory.
  • Ability to Search in all Views
  • Updated Avatars
    • If no image is selected by a user, Procore will show a circle with their initials (up to 3) for quick recognition.
    • If no image is selected for a company, Procore will show its default company icon.
  • Configurable Columns

Coming Soon:

Note: The following items are subject to change.

  • Filtering 
  • Showcase additional columns 
  • Bulk actions
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