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Edit a Distribution Group in the Project Directory

Objective

To modify a distribution group in the Project level Directory tool. 

Things to Consider

Demo

edit-distribution-group.gif

Steps

  1. Navigate to the Project level Directory tool.
  2. Click Distribution Groups.
  3. Locate the desired distribution group. Then click Edit.
    • To modify the group name, enter your changes as desired in the Name box.
    • To modify the group description, enter your changes as desired in the Description box.
    • To add a group member, type the user's name in the Add a User to [Distribution Group Name] box. Then select the appropriate match.
      Note: To appear as a selection in this list, the user must be added to the Project Directory. See Add a User Account to the Project Directory.
    • To remove a group member, click the RED 'x' next to the user's name in the Members list.
  4. Click Update.

 

If you would like to learn more about Procore's directory software and how it can help your business, please visit our construction contact directory tool product page .