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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:
    • To add a distribution group, 'Admin' level permission on the project's Directory tool.
      OR
    • 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.

Demo

add-project-distrib-group.gif

 

Steps

  1. Navigate to the project's Directory tool.
    This reveals the Project Directory page. 
  2. Click Distribution Groups.
    This reveals a list of all the distribution groups that have been created for your project'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 Project 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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