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