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Procore

Switch Between Views in the Project Directory

Objective

To switch between the different views in the Project level Directory.

Background 

You can view the data in your Project Directory from a variety of different views, which include: UsersContactsCompaniesDistribution GroupsInactive UsersInactive Contacts, and Inactive Companies

Things to Consider 

  • Required User Permission:
    • To view Users, Contacts, Companies, and Distribution Groups: 'Read Only' level permissions or higher on the project's Directory tool.
    • To view Inactive Users, Inactive Contacts, and Inactive Companies: 'Admin' level permissions on the Project level Directory tool.
  • Additional Information:
    • Users with 'Admin' level permissions on the Project level Directory tool can also view the 'Permission Template (Assigned)' column in the Users view of the Project Directory.
    • The 'Contacts' and 'Inactive Contacts' tabs are populated with contacts created from one or more projects' Incidents and Crews tools. If your company hasn't created any contacts (or doesn't have any projects with either of these tools enabled), the 'Contacts' and 'Inactive Contacts' tabs will be empty. See What is a 'contact' in Procore and which project tools support the concept?

Steps  

  1. Navigate to the project's Directory tool.
  2. Click the appropriate tab to sort the data in the order defined by the available views:

See Also

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