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Add a Distribution Group to the Project Directory


To add a distribution group to the Project Directory. 


A distribution group is a collection of users. In Procore, distribution groups give your end users an easy way to send email messages and notifications to members of the group, instead of having to add individual recipients to an email message or notification. Distribution groups can be created at either the Company or Project level. Once created, groups can then be added as recipients in the To, Cc, and other recipient fields in Procore's Company and/or Project level tools. For example, you might create distribution groups named ‘Owner/CM’, 'Foremen/Superintendents', or ‘Accounting’ to keep stakeholders informed of relevant Procore activities.

Things to Consider

  • Required User Permission:
    • To add a distribution group, 'Admin' level permission on the project's Directory tool.
    • To add or edit companies as a user with 'Standard' or 'Read Only' level permission to the project's Directory tool, the  'Create and Edit Distribution Groups' granular permission must be enabled on the permission template associated with your user account on the project. See Grant Granular Permissions in a 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 person 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.





  1. Navigate to the company's Directory tool.
    This reveals the Company Directory page. 
  2. Click Distribution Groups.
    This reveals a list of all the distribution groups that have been created for your company's Procore account. 
  3. Click Add Distribution Group.
    This opens the 'Add a Distribution Group' window. 
  4. In the Distribution Group Name box, enter the desired group name.
    For example, you might want to create a distribution group that keeps your Accounting team informed of any issues that may have a financial impact.
  5. Click Create.
    This reveals the 'Edit Distribution Group' page. 
  6. In the Add a Person to <Distribution Group Name> box, enter the names of the contacts that you want to add to the group.
    Note: When start typing a name, a list of possible matches will appear. You can select a match to add it to add that person to the group. 
    This adds the person to the distribution group.
  7. Click Update.
    This saves the changes to the new distribution group and returns you to the Company Directory page. It also adds the Distribution Group to Procore, so when sending out communications from various Company level tools, your new group appears as a selection anywhere you can add recipients. 


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