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Procore

Search and Filter the Company Directory

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Objective

To use the search features to locate a user, a contact, a company, or a distribution group in the Company level Directory tool. 

Things to Consider

  • Required User Permissions:
    • To view and search for Users, Contacts, Companies, and Distribution Groups, 'Read Only' level permissions or higher on the Company level Directory tool.
    • To view and search for Inactive Users, Inactive Contacts, and Inactive Companies, 'Admin' level permissions on the Company level Directory tool.
  • Additional Information:
    • The search function respects any selected filter parameters and only searches for items within the filtered results.
    • The 'Contacts' and 'Inactive Contacts' tabs are populated with contacts created from one or more projects' Incidents and Crews tools. If your company hasn't created any contacts (or doesn't have any projects with either of these tools enabled), the 'Contacts' and 'Inactive Contacts' tabs will be empty.

Steps

Switch Between Views in the Company Directory

  1. Navigate to the Company level Directory tool.
  2. Click one of the tabs described below to change your view of the Directory:

Search the Company Directory

  1. Navigate to the Company level Directory tool.
  2. Click the desired tab. You have these choices: Users, ContactsCompanies, Distribution Groups, Inactive Users, Inactive Contacts, and Inactive Companies
  3. In the Search field, type your desired criteria.
    search-directory.png
  4. Press ENTER or click the magnifying glass in the Search field.
    Notes:

Add Filters to the Company Directory

  1. Navigate to the Company level Directory tool.
  2. Click a supported tab. You have these choices: Users or Companies.
    Note: Adding filters is NOT supported on the ContactsDistribution Groups, Inactive Users, Inactive Contacts, 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 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.
  4. Click the Companies tab. Then, select one of these options from the Add Filter drop-down list:

Group Users by Company in the Company Directory

  1. Navigate to the Company level Directory tool.
  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 users in the list by the company they are associated with.
    group-directory.png

See Also