Configure Advanced Settings: Emails

Things to Consider

  • Required User Permissions:

    • 'Admin' level permissions on the project's Emails tool.

  • Restrictions:

    • When configuring user permissions as described in Set User Permissions for the Emails Tool below, you are not permitted to change settings for users associated with a permission template. Instead, see Edit a Project Permissions Template.

    • For a list of what users can do at each permission level in Emails, see the Permissions Matrix.

  • Additional Information:

    • If a user with 'Admin' level permission to the project's Emails tool creates a 'Default Distribution' list using the steps below, the members of that list will receive all messages that have been created in and sent from your project's Emails tool or sent to the Emails tool via the inbound email address. This includes messages marked 'Private'.

Steps

You can use the steps below to configure the following advanced settings for the Emails tool:

  • Configure the Email Tool's Settings

  • Set User Permissions for the Emails Tool

Configure the Email Tool's Settings

  1. Navigate to the project's Emails tool.

  2. Click the Configure Settings Icon Settings Gear Grey3 icon.

  3. Under the General tab, complete the following data entry as necessary:

    • Inbound Email Address.  The system automatically assigns an inbound email address to every project the Emails tool is active in. When someone sends an email to this address, their message and its attachments are stored in the project's Emails tool in their native file format.

       Notes
      • Anyone who knows the project's inbound email address can use it to upload content directly into the project's Emails tool without having to log in to Procore and upload content. This is useful when the message sender does not have a user profile in your company's Directory tool.
      • The system automatically creates the inbound email address. If you have any questions about this address, please contact support@procore.com.

    • Communications Settings: Select who is able to send emails to the project's inbound email address:

      • Anyone can send inbound emails into the project

      • Only company directory users can email into the project

      • Only Project directory users can email into the project

      Note: The communication setting is set to Anyone can send inbound emails into the project by default.

    • Set emails to private by default: Mark this checkbox to make new emails 'Private' by default. A private email can only be viewed by its sender, direct recipients, Default Distribution list members, and project administrators. Uncheck to make emails public to all users with tool access.
      Note: This is the default setting.

    • Default Distribution. Select recipients and distribution groups from this list to add them to the default distribution list for the project's Emails tool.

       Important

      Members of the Default Distribution list will receive all messages created in, sent from, or forwarded to the project's Emails tool, including messages marked 'Private'

    • Copy Tags From Another Project. Select a project from the dropdown to copy its email classification tags into this project. See How do I use Tags/Keywords in Procore?

  4. Click Save Changes.

Set User Permissions for the Emails Tool

  • Navigate to the project's Emails tool.

  • Click the Configure Settings Icon Settings Gear Grey3 icon.

  • Click the Permissions Table tab.

  • Choose from these options:

    • If a user is NOT associated with a permission template, click the appropriate radio button under the None, Read Only, Standard, or Admin columns to set their permission level.

  • Changes are saved automatically.

     Note
    • If a user has 'Admin' level permission to the Company Directory, you cannot modify that users access permission from the emails tool.
    • If a user is associated with a permission template, you may not modify that user's access permission from the Emails tool. See Manage Project Permissions Templates.

See Also