Add a Distribution Group to the Company Directory

Objective

To add a distribution group to the Company level Directory tool. 

Background

Things to Consider

• Required User Permissions:
  • To add a distribution group, 'Admin' level permission on the Company level Directory tool
• Prerequisites:
  • To be added to a distribution group, a user must first be added to the Company Directory. A user can be added to the Company Directory in one of two ways. See Add a User Account to the Company Directory or Add a User Account to the Project Directory
• Additional Information:
  • Many Procore clients prefer to create and manage distribution groups at the Company level. However you also have the option of adding a group at the project level. See Add a Distribution Group to the Project Directory.
  • When you add a Company level Distribution Group to Procore, that group can be used in Procore's Project level tools. However, keep the following in mind:
    • For a member of a Company level Distribution Group to be included on a Project level distribution, the member must be added to the Project Directory. For example, if you create a Company level Distribution group that contains five (5) subcontractors, but only two (2) of those subcontractors have been added to a project's Directory tool, only the names of the two (2) subcontractors will be populated as recipients when the Distribution Group is used at the Project level. 
    • A Company level Distribution Group only becomes visible on a project when at least one (1) member of the Company level distribution group has been added to the Project Directory (see Add a User Account to the Project Directory).

Steps

1. Navigate to the Company level Directory tool.
2. Click Add Distribution Group.
   This opens the 'Add a Distribution Group' window. 
3. In the 'Distribution Group Name' box, enter the desired group name.
4. Click Create.
   This reveals the 'Edit Distribution Group' page. 
5. In the Add a User to [Distribution Group Name] box, enter the names of the users that you want to add to the group.
   Note: When you start typing a name, a list of possible matches will appear. Select each user you want to add to the distribution group. 
6. Click Update.
   This saves the changes to the new distribution group and returns you to the Company Directory page.

See Also

• Add a Distribution Group to the Project Directory