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Configure Advanced Settings: Site Instructions

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Objective

To configure the advanced settings for the project's Site Instructions tool. 

Things to Consider

  • Required User Permission:
    • To create a site instruction, 'Admin' level permission on the project's Site Instructions tool.
  • Additional Information:
    • The Site Instructions tool has been developed specifically for Procore clients in Australia, New Zealand, and Canada. 

Steps

  1. Navigate to the project's Site Instructions tool.
    This reveals the Site Instructions page. 
  2. Click the Configure Settings  link.
    This reveals the Configure Site Instruction Settings page. 
  3. Configure the advanced settings as follows:

    • Site Instructions Private by Default. If you want all new site instructions created to be marked 'Private' by default, mark this checkbox. The default setting is disabled (i.e., the checkbox is NOT marked). 
      OR
    • Default Distribution. To automatically add people or distribution lists on all new site instructions, select those people and groups from this list. To appear as a selection, the people and groups must exist in the Project Directory. See Add a Person to the Project Directory and Add a Distribution Group to the Project Directory.
  4. Click Update
    This saves the advanced settings for the project's Site Instructions tool. 
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Last modified
16:20, 8 Aug 2017

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