Add a Distribution Group to the Project Directory

Objective

To add a distribution group to the Project Directory. 

Background

Things to Consider

• Required User Permissions:
  • 'Admin' level permission on the Project level Directory tool.
    OR
  • 'Standard' or 'Read Only' level permissions on the Project level Directory tool with the 'Create and Edit Distribution Groups' granular permission enabled on your permission template.
• Prerequisites:
  • To be added to a distribution group, a user must first be added to the Project Directory. See Add a User Account to the Project Directory.
• 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

Steps

1. Navigate to the Project level 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 level Directory.

See Also

• Edit a Distribution Group in the Project Directory
• Delete a Distribution Group from the Project Directory