Search and Filter the Company Directory
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Objective
To use the search features to locate a company, distribution group, or user in the Company level Directory tool.
Things to Consider
- Required User Permissions:
- To view and search for Users, Companies, and Distribution Groups, 'Read Only' level permissions or higher on the company's Directory tool.
- To view and search for Inactive Users and Inactive Companies, 'Admin' level permissions on the company's Directory tool.
- Additional Information:
- The search tool respects any selected filter parameters and only searches for items within the filtered results.
Steps
- Switch Between Views in the Company Directory
- Search the Company Directory
- Add Filters to the Company Directory
- Group Users by Company in the Company Directory
Switch Between Views in the Company Directory
- Navigate to the company's Directory tool.
- Click the appropriate tab to sort the data in the order defined by the available views:
- Users
Click Users to sort the Company Directory by the user's name. See Add a Person to the Company Directory.
Notes:- To sort the list in ascending/descending order, click the arrow next to the label on the Name column.
- To group the results in the table, select Company from the Group By drop-down list. This is the default setting in the Directory tool.
- To view more information about a user, move the scroll bar left and right.
- To manage the columns in the view, click the hamburger (≡) button.
- Companies
Click Companies to reveal a list of the company/vendors in the Company Directory. To sort the list in ascending/descending order, click the arrow next to the label on the Name column. See Add a Company to the Company Directory.
- Distribution Groups
Click Distribution Groups to reveal a list of the distribution groups associated with your company account. See Add a Distribution Group to the Company Directory. To sort the list in ascending/descending order, click the arrow next to the label on the Name column.
- Inactive Users
Click Inactive Users to reveal any users who are no longer active in the system. See Deactivate a User in the Company Directory.
- Inactive Companies
Click Inactive Companies to reveal any companies who are no longer active in the system. See Deactivate a Company in the Company Directory.
- Users
Search the Company Directory
- Navigate to the company's Directory tool.
- Click the desired tab. You have these choices: Users, Companies, Distribution Groups, Inactive Users, Inactive Companies.
- In the Search field, type your desired criteria.
- Press ENTER or click the magnifying glass in the Search field.
Notes:- To learn more about search, see What fields are searched in the Directory tool?
The system reveals any items matching your entered criteria.
Add Filters to the Company Directory
- Navigate to the company's Directory tool.
- Click a supported tab. You have these choices: Users or Companies.
Note: Adding filters is NOT supported on the Distribution Groups, Inactive Users, or Inactive Companies tabs. - Click the Users tab. Then, select one of these options from the Add Filter drop-down list:
- Permission Template (Default). This filters the list of users by the default permission template that is assigned to the end user. See Manage Permission Templates.
Note: Only users with 'Admin' level permissions on the Company Directory can apply this filter. - Trades. This filters the list of users by the Trade associated with the user's company record. See Add a Custom Trade.
- Permission Template (Default). This filters the list of users by the default permission template that is assigned to the end user. See Manage Permission Templates.
- Click the Companies tab. Then, select one of these options from the Add Filter drop-down list:
- To filter results by your company's cost code list, choose {Company Name} Cost Codes. See Add and Edit Company Cost Codes.
- If your Procore Administrator has enabled a Procore + ERP Integration, choose {ERP Integration Name} Cost Code. This filters the list by the cost codes that have been configured for your specific integrated ERP system. See Configure Cost Code Preferences for ERP Integrations.
- If your Procore Administrator has set up trades for use with your company's Procore account, choose Trades. See Add a Custom Trade.
Group Users by Company in the Company Directory
- Navigate to the company's Directory tool.
- Click the Users tab.
- From the Group By list, choose Company.
Note: The Group By list is only available on the Users tab.
This sorts the users in the list by the company they are associated with.
