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(BETA) Switch Between Views in 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 switch between the different views in the Company Directory.

Background 

You can view the data in your Company Directory from a variety of different views, which include: Users, Companies, Distribution Groups, Inactive Users, and Inactive Companies

Things to Consider 

  • Required User Permission:
    • 'Read-only' level permission or higher on the company's Directory tool. 
  • Additional Information:
    • 'Admin' level permission on the company's Directory tool will see "Permission Template (Default)", Inactive Users View, and Inactive Companies View. 

Steps  

  1. Navigate to the company's Directory tool.
    This reveals the Directory page.
  2. Click the Beta View link.
    This toggles the page to the Beta View of the Company Directory.

    beta-view.png

    The default view is Users.

    cd-users.png
     
  3. 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. To sort the list in ascending/descending order, click the arrow next to the label on the Name column. See Add a Person to the Company Directory
      Note: You can also select Company from the Group By drop-down list to the right of the  Search field.

      cd-group-by-co.png
       
    • 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.
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