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Procore

Email Change Events


Objective

To send a change event by email. 

Background

If you need to email a change event to another person, you can do so when viewing that change event. 

Things to Consider

  • Required User Permissions:
    • To email any change event, 'Admin' level permissions on the project's Change Events tool.
    • To email a change event that you created, 'Standard' level permissions on the project's Change Events tool.

Steps​​​​​​

  1. Navigate to the Project level Change Events tool.
  2. Click on the change event you want to email. 
  3. In the change event, click the Emails tab.
    Note: Any existing Emails are shown.
    change_events_web_view-emails_sui.png
  4. Click Compose Email.
  5. Complete the following fields:
    • To. Select users from your project's directory to forward the email to.
    • Cc. Select users from your directory to carbon copy the email to.
    • Bcc. Select users from your directory to blind carbon copy the email to. 
    • Private. Check this box so that only users with 'Admin' permissions and those included in the email can view the email in the Email tab. 
    • Subject. Enter a subject for the email message.
    • Attachments. Attach any relevant documents or materials. 
    • Message. Type a message for the email recipient with further instructions or additional information. 
  6. Click Send.
    A GREEN banner indicates that Procore has created the communication.