Directory -- General Contractor

Directory -- General Contractor

Manage everyone you will work with in Procore in a central location, and set permissions so everyone has the access they need to succeed.

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About this course

The Company Directory allows people to create, import, and store an unlimited amount of user information in Procore. Procore Admins can also invite people to join Procore as users, as well as set user access permissions to different Procore tools.

 

  • Add and edit user information at the Company level
  • Invite and re-invite people to join Procore as end users
  • Grant access permissions to Procore tools and configure tool settings
  • Import companies and people

Curriculum51 min

  • Intro
  • The Value of the Directory Tool 10 min
  • Using the Directory Tool
  • Directory and Permission Levels 6 min
  • Add a User to the Directory 5 min
  • Add a Company to the Directory 5 min
  • Create a Distribution Group 2 min
  • Import Users Using Procore Imports App 4 min
  • Import Companies Using Procore Imports App 4 min
  • Review & Resources
  • Directory Resources & Review 15 min
  • Conclusion

About this course

The Company Directory allows people to create, import, and store an unlimited amount of user information in Procore. Procore Admins can also invite people to join Procore as users, as well as set user access permissions to different Procore tools.

 

  • Add and edit user information at the Company level
  • Invite and re-invite people to join Procore as end users
  • Grant access permissions to Procore tools and configure tool settings
  • Import companies and people

Curriculum51 min

  • Intro
  • The Value of the Directory Tool 10 min
  • Using the Directory Tool
  • Directory and Permission Levels 6 min
  • Add a User to the Directory 5 min
  • Add a Company to the Directory 5 min
  • Create a Distribution Group 2 min
  • Import Users Using Procore Imports App 4 min
  • Import Companies Using Procore Imports App 4 min
  • Review & Resources
  • Directory Resources & Review 15 min
  • Conclusion

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