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Procore

Edit a User's Default Email Notifications in the Project Directory

Objective

To add a user to the Project level Directory tool.

Background

Many Procore tools are designed to send automated notifications to end users. For example, to notify the responsible contractor when their input is required or to notify stakeholders when a project due date is pending or an item is overdue. Automated notifications can also be sent to keep members of a distribution group in the communication loop. 

Things to Consider

Steps

  1. Navigate to the Project level Directory tool.
  2. Next to the user's name, click Edit.
  3. Locate the 'Default Email Notifications' section.
  4. Mark the checkbox to send the relevant notification:
    • Emails (by default). Includes the user as a recipient on notifications distributed from the Emails tool. 
    • RFIs (by default). Includes the user as a recipient on notifications distributed from the RFIs tool.
    • Submittals (by default). Includes the user as a recipient on notifications distributed from the Submittals tool.
    • Punchlist items (by default). Includes the user as a recipient on notifications distributed from the Punch List tool.
    • Weather Delay (via email). Includes the user on notifications about project weather delays.
    • Weather Delay (via phone). Includes the user on telephone notifications about project weather delays.
      Note: To learn more about weather delay notifications, see Enable Weather Delay Alerts by Phone or Email.
    • Observations (by default). Includes the user on notifications distributed from the Observations tool.
    • Incidents (by default). Includes the user on notifications distributed from the Incidents tool. 
    • Delay Log (by default). Includes the user on notifications distributed from the Daily Log tool's Delay Log. 
  5. Click Save.

See Also