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Procore

Add a Distribution Group to the Project Directory

Objective

To add a distribution group to the Project Directory. 

Background

A distribution group is a list of email recipients that must be created in the Company or Project Directory tool. It is similar in function to a Contacts Group in an email program and it NOT associated with any security settings. Distribution groups can only be created and managed by users with 'Admin' level permission to the Company or Project Directory tool (see Add a Distribution Group to the Company Directory and Add a Distribution Group to the Project Directory).

Things to Consider

  • Required User Permission:
    • 'Admin' level permission on the project's Directory tool.
      OR
    • 'Standard' or 'Read Only' level permissions on the project's Directory tool with the 'Create and Edit Distribution Groups' granular permission enabled on your permission template.
  • Prerequisites:
  • Additional Information:
    • Many Procore clients prefer to create and manage distribution groups at the Company level. See Add a Distribution Group to the Company Directory.
    • If you add an existing distribution group to a new distribution group, each individual user in the existing group is added to your new distribution group. Future changes to the existing distribution group do NOT affect the new distribution group.

Demo

add-project-distrib-group.gif

 

Steps

  1. Navigate to the project's Directory tool.
  2. Click Add Distribution Group.
    This opens the 'Add a distribution group' window. 
  3. Enter the desired group name in the Distribution Group Name field.
  4. Click Create.
    This takes you to the 'Edit Distribution Group' page. 
  5. Optional: Enter a description of the distribution group in the Description field.
  6. In the Add a User to <Distribution Group Name> box, enter the names of the users that you want to add to the group.
    Note: When you start typing a name, a list of possible matches will appear. Select each user you want to add to the distribution group. 
  7. Click Update.
    This saves the new distribution group and takes you to the 'Distribution Groups' view of the Project Directory.