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Procore

Edit a Distribution Group in the Company Directory

Objective

To edit an existing distribution group in the Company level Directory. 

Things to Consider

  • Required User Permission:
    • 'Admin' level permissions on the Directory tool.

Demo

edit-distribution-group.gif

Image content may not accurately reflect the current state of the system, and/or it may be out of date.

 

Steps

  1. Navigate to the Company level Directory tool.
  2. Click Distribution Groups.
  3. Click Edit next to the distribution group you want to edit.
  4. Modify the distribution group as needed:
    • Name
    • Description
    • Add a User to [Group Name]. Add any members to the distribution group by searching for their name or company and selecting their name from the list.
      Note: You can also remove distribution group members by clicking the RED 'X' icon on their row in the 'Members' table. 
  5. Click Update.

See Also

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