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Procore

Add a Person to the Project Level Directory (iOS)

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Also available on  android-gray-icon.jpg  web-gray-icon.jpg

Objective

To add a person to the Project Directory on an iOS mobile device.

Background

In Procore, a user is a person whose name and contact information have been added to Procore. Procore uniquely identifies its users by their email address. To create a user, the minimum requirements are:

  • Last Name. The user's surname.
  • Email Address. The unique identifier for a user in Procore. A user can be a member of one or more Procore company accounts (For example, a subcontractor who is doing work for two different general contractors (i.e., Nelson General Contractors) could be added as a user to both companies using the same email address (i.e., john@example.com). When logging in to Procore, he would be presented with the option to choose which company account he wants to view. He can also switch between companies while logged in). 

Things to Consider

  • Required User Permissions
  • When you create a new user in a Project Directory, the user is also automatically added to the Company Directory. 
  • Personal Avatars can only be added to Procore by the end user. For details, see What is an avatar and how do I create one? 
  • You can configure what items are created with the quick create icon-plus-quick-create-mobile2.png icon, see Configure Quick Create Settings.

  • This action can be performed in offline mode. Tasks performed in offline mode sync with Procore once a network connection is reestablished. 

Steps

  1. Open the Procore app on an iOS mobile device and select a project.
    Note: This loads the Tools screen for the project.
  2. Tap the quick create icon-plus-quick-create-mobile2.png icon and select Contact.
    OR
    Tap the Directory tool and tap the create icon-plus-quick-create-mobile2.png icon. Then select Add Contact.
  3. Continue creating the contact in one of the following ways:

Import a Contact from your Mobile Device

  1. Tap Import from Contacts.
  2. Tap the desired existing contact that is stored locally on your device.
  3. Tap into a field to edit or add any relevant information.
  4. Optional: Apply a permission template to the new contact.
    • If you have 'Admin' permissions on the Project level Directory tool or 'Read Only' or 'Standard' permissions and have been granted the 'Create and Edit Users' granular permission:
      1. Tap Permission Template.
      2. Select the permission template you want to apply to the new user.
    • If you have 'Admin' permissions on the Company level Directory tool:
      1. Tap Contact Level.
      2. Select Company.
      3. Tap Permission Template.
      4. Select the permission template you want to apply to the new user.
  5. Tap Create to add the contact to the project's directory.

Manually Add a New Contact

  1. Tap Create New Contact.
  2. Tap into a field to add the relevant information:
  3. Optional: Apply a permission template to the new contact.
    • If you have 'Admin' permissions on the Project level Directory tool or 'Read Only' or 'Standard' permissions and have been granted the 'Create and Edit Users' granular permission:
      1. Tap Permission Template.
      2. Select the permission template you want to apply to the new user.
    • If you have 'Admin' permissions on the Company level Directory tool:
      1. Tap Contact Level.
      2. Select Company.
      3. Tap Permission Template.
      4. Select the permission template you want to apply to the new user.
  4. Tap Create to save the contact to the project's directory.