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.
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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
- Search the Company Directory
- Add Filters to the Company Directory
- Group People by Company in the Company Directory
Switch Between Views in the Company Directory
- Navigate to the company's Directory tool.
This reveals the Directory page. - Choose from these options:
- Default View. Click this link to view Procore's default Directory experience.
- Legacy View. Click this link to view Procore's legacy experience.
- 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Click Inactive Users to reveal any users who are no longer active in the system.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Click Inactive Companies to reveal any users who are no longer active in the system.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.
- Users
Search the Company Directory
- Navigate to the company's Directory tool.
This reveals the Company Directory. - 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.
The system reveals any items matching your entered criteria.
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
- Navigate to the company's Directory tool.
This reveals the Company Directory. - 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.
- Trades. This filters the list of users by the Trade associated with the user's company record. See Add a Custom Trade.
Image content may not accurately reflect the current state of the system, and/or it may be out of date.
- 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.
Image content may not accurately reflect the current state of the system, and/or it may be out of date.
Group People by Company in the Company Directory
- Navigate to the company's Directory tool.
This reveals the Company Directory. - 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 people in the list by the company they are associated with.
Image content may not accurately reflect the current state of the system, and/or it may be out of date.