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(BETA) Search the Company Directory

This documentation details alpha, beta, and other prerelease software, and its accuracy and reliability is not guaranteed by Procore Technologies, Inc. It is being provided online for internal use and evaluation by authorized Procore Beta Participants only. To determine if your company is a Procore Beta Participant, please contact your Procore Procore point of contact. Procore is not responsible for and expressly disclaims all warranties of any kind with respect to this documentation and will not be responsible for any harm, loss, costs, or damages incurred due to its use.

 

 

Objective 

To search the Company Directory for matching data. 

Background 

You can conduct a search for matching users, companies, distributions groups with the Company Directory's search function. 

Things to Consider 

  • Required User Permissions:
    • Read-Only level permission or higher to the company's Directory tool. 
  • Additional Information:

Steps 

  1. Navigate to the company's Directory tool. 
    The Company Directory appears. 
  2. Click the Beta View link.
    This toggles the page to the Beta View of the Company Directory. For instructions about searching the Default View, see Search and Filter the Company Directory.


     
  3. Click the desired view. See Switch Between Views in the Company Directory.
  4. In the Search box, enter the keyword or phrase. For each view, the scope of the search includes the following fields:
    • Users: First Name, Last Name, Address, City, State, Email, and Notes (Note: If you want to group your results by Company Name, select Company from the Group By drop-down list). 


       
    • Companies: Name, Address, City, State, and Email. 


       
    • Distribution Groups: Name


       
    • Inactive Users: First Name, Last Name, Address, City, State, Email, and Notes. 


       
    • Inactive Companies: Name and Email. 


       
  5. Press ENTER or click the Search icon.
    The system displays any results that match your search criteria. 
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Last modified
12:05, 28 Jul 2017

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