Project Directory
Project Level Directory
Directory
Important
Permissions
| | The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.
Users can take the action with this permission level.
Users can take this action with this permission level AND one or more additional requirements, like granular permissions.
What granular permissions are available for the Project level Directory tool?
Important
A user who is granted 'Admin' level permissions to the Project level Directory tool is also automatically granted 'Admin' permissions to all of the project's tools.| Action | None | Read Only | Standard | Admin | Notes |
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Add a Company to the Project Directory |
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On a mobile device, this action can be performed offline. Tasks performed offline are be synced with Procore when a network connection is reestablished. | |
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Add a Distribution Group to the Project Directory |
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Add a Contact to your Device |
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On a mobile device, this action can be performed offline. | |
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Add a Phone Calls Entry from the Directory |
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Add a User Account to the Project Directory |
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On a mobile device, this action can be performed offline. Tasks performed offline sync with Procore when a network connection is reestablished. | |
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Add Project Insurance to a Company Record in the Project Directory |
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Assign a Project Permissions Template to a User in the Project Directory |
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Users with granular permissions have the following limitations:
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Bulk Add Users and Companies to a Project Directory |
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Users with the granular permission can only assign 'Assignable Permission Templates' to others based on their own permissions template settings. | |
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Change a User's Permissions in the Project Directory |
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Users with the granular permission can only assign 'Assignable Permission Templates' to others based on their own permissions template settings. | |
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Configure the Project Team on the Project Home Page |
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Configure Advanced Settings for the Project Directory: Edit Permissions |
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Configure Advanced Settings for the Project Directory: Edit Project Roles |
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Create a Project Specific Permissions Template from the Project Directory |
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Customize the Column Display in the Directory Tool |
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Delete a Distribution Group from the Project Directory |
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Download vCard for a User Account in the Project Directory |
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Edit a Company in the Project Directory |
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Edit a Distribution Group |
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Edit an Active Account in the Project Directory |
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Only users with 'Admin' level permissions can edit inactive user accounts. | |
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Edit an Inactive Account in the Project Directory |
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Email Forward Contact Information |
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Enable Schedule Notifications for a User on a Project |
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Enable Weather Delay Alerts by Phone or Email |
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Export the Project Directory to CSV or PDF |
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Forward Contact Information by Email |
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Invite or Reinvite a User to Join a Procore Project |
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Invite a Batch of Users to Join a Procore Project |
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Reactivate a Company in the Project Directory |
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Reactivate a User in the Project Directory |
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Remove a Company from the Project Directory |
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Remove a User from a Project |
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Remove Project Insurance from a Company Record |
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Remove a Batch of User Accounts from a Project Directory |
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Remove a Batch of Companies from a Project Directory |
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Request Company and People Imports |
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Save Contact to Phone on a Mobile Device |
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Search and Filter the Project Directory |
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Send a Message or WhatsApp to a Contact |
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Set Bidder Information at the Project Level |
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Switch Between Views in the Project Directory |
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View the Project Directory |
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On a mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device. |