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(BETA) Switch Between Views in the Project Directory

This documentation details alpha, beta, and other prerelease software, and its accuracy and reliability is not guaranteed by Procore Technologies, Inc. It is being provided online for internal use and evaluation by authorized Procore Beta Participants only. To determine if your company is a Procore Beta Participant, please contact your Procore Procore point of contact. Procore is not responsible for and expressly disclaims all warranties of any kind with respect to this documentation and will not be responsible for any harm, loss, costs, or damages incurred due to its use.

 

 

Objective

To switch between the different views in the Project Directory.

Background 

You can view the data in your Project Directory from a variety of different views, which include: Users, Companies, Distribution Groups, Inactive Users, and Inactive Companies

Things to Consider 

  • Required User Permission:
    • 'Read-only' level permission or higher on the project's Directory tool. 
  • Additional Information:
    • 'Admin' level permission on the project's Directory tool will see "Permission Template (Assigned)", Inactive Users View, and Inactive Companies View. 

Steps  

  1. Navigate to the project's Directory tool.
    This reveals the Directory page.
  2. Click the Beta View link.
    This toggles the page to the Beta View of the Project Directory.

    beta-view.png

    The default view is Users.

    pd-users-groupby.png
     
  3. Click the appropriate tab to sort the data in the order defined by the available views:
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