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Assign a User as a Tender Contact in Your Free Procore Account (iOS)

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

Limited Release
The Team tool is currently only available to users in the United States who have a free Procore account via the Procore Construction Network.

Objective

To designate a team member as a Tender Contact in your free Procore account on an iOS mobile device.

Things to Consider

    To have a free Procore account, become a part of the Procore Construction Network (PCN).
  • Though you can use the Procore app to assign a user as a tender contact, the Tendering tool is a desk-top only feature. 
  • Required User Permissions:
    • 'System Administrator' permissions for the Procore Construction Network account.

Steps

  1. Navigate to the Team tool using the Procore app on an iOS mobile device.
    Note: Find the 'Team' tool on any of your app's main pages: Sidebar screen, Home screen, or Project Overview screen. 
  2. Click the name of the user you want to assign as a Tender Contact.
    Note: If the user has not been added to the Team list yet, see Add a User to Your Free Procore Account (iOS).
  3. Click the edit icon-edit-android.svg icon.
  4. Under 'Assign as Tender Contact', toggle to on  icon-toggle-on-android.png
  5. Click Save.

2023-11-15_Edit a Team User_iOS.png