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Procore

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 'Default View' of the Company level Directory tool. 

Things to Consider

  • Required User Permission:
    • 'Read-only' and higher 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.
    • This asset/item can be viewed or edited in offline mode provided that the asset/item was previously viewed and cached on your mobile device.

Steps

Switch Between Views in the Company Directory

  1. Navigate to the company's Directory tool.
    This reveals the Directory page.
  2. 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      Click Inactive Users to reveal any users who are no longer active in the system.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      Click Inactive Companies to reveal any users who are no longer active in the system. See Deactivate a Company in the Company Directory.

      switch-views-company.gif

Search the Company Directory

  1. Navigate to the company's Directory tool.
    This reveals the Company Directory. 
  2. Click the desired tab. You have these choices: Users, Companies, Distribution Groups, Inactive Users, Inactive Companies
  3. In the Search field, type your desired criteria.
  4. Press ENTER or click the
  5. Press ENTER or click the magnifying glass in the Search field.
    Notes:
  6. in the Search field.
  • First name (only on Users tab)
  • Last name (only on Users tab)
  • Job title (only on Users tab)
  • Email address (only on Users tab)
  • Mobile phone number (only on Users tab
  • Company Name
  • City 
  • Zip code
  • Business phone number
  • EIN number / ABN number
  • Origin code
  • ERP number
  • Tags / Keywords

    The system reveals any items matching your entered criteria. 

    search-users.gif

Image content may not accurately reflect the current state of the system, and/or it may be out of date.

Add Filters to the Company Directory

  1. Navigate to the company's Directory tool.
    This reveals the Company Directory. 
  2. 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. 
  3. 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.
    • Trades. This filters the list of users by the Trade associated with the user's company record. See Add a Custom Trade.

      add-filter.gif
       

      Image content may not accurately reflect the current state of the system, and/or it may be out of date.

  4. Click the Companies tab. Then, select one of these options from the Add Filter drop-down list:

Group People by Company in the Company Directory

  1. Navigate to the company's Directory tool.
    This reveals the Company Directory. 
  2. Click the Users tab.
  3. From the Group By list, choose Company.
    Note: The Group By list is only available on the Users tab. 
    This sorts the people in the list by the company they are associated with.

    group-by-company.gif

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

See Also

 

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