Refresh Bid Contacts for Connected Companies in the Company Directory

Objective

To refresh bid contacts in the Company level Directory for connected companies.

Background

A connected company is a business or organization that is listed on the Procore Construction Network and added as a company in your Company level Directory tool. While you can edit and maintain some of the business’s information in your Company level Directory, the business also has a public profile with information that they maintain. 

If bid contacts have changed for the connected company, you can refresh the bid contacts in your Company level Directory.

Things to Consider

• Required User Permissions
• This is only for connected companies. For locally saved companies, you can manually Set Bidder Information at the Company Level.
• Refreshing bid contacts automatically adds the bid contacts as 'connected users' in your Directory.
• Bid contacts added manually from your directory will remain when you refresh. See Set Bidder Information at the Company Level.

Steps

1. Navigate to the Company level Directory.
2. Click Companies.
3. Click View next to the company.
4. Under the 'Contacts' section, click Refresh Bid Contacts.

See Also

• What happens when companies and users are added from the Procore Construction Network to the Company Directory?