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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 Permission:
    • 'Read-only' level permission or higher on the company's Directory tool. 
  • Additional Information:
    • You can also sort by company name, last name, permission template (Admins only), and distribution group (Distribution Groups View only).
    • 'Admin' level permission on the company's Directory tool will see "Permission Template (Default)", Inactive Users View, and Inactive Companies View. 
    • This tutorial describes how to search when using the Beta View of the Company Directory. For instructions about searching the Default View, see Search and Filter the Company Directory.

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. 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 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. 


       
  4. Press ENTER or click the Search icon.
    The system displays any results that match your search criteria. 
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