Configure the Project Team on the Project Home Page

Objective

To configure the project team in the Project level Directory tool.

Things to Consider

• Required User Permission:
  • 'Admin' level permission on the Project level Directory tool.
    OR
  • 'Read Only' or 'Standard' level permissions on the Project level Directory tool with the 'Assign Project Roles' granular permission enabled on your permission template.
• Additional Information:
  • Users with the appropriate permissions can perform this task from the project's Home page. See Manage the Project Team on the Project's Home Page.
• Prerequisites:
  • Your project roles must be added to Procore. See Add Custom Project Roles. 
  • Your team members must be added to the Project Directory. See Add a User Account to the Project Directory.

Steps

1. Navigate to the Project level Directory tool. 
2. Click the Configure Settings  icon.
3. Under Project Roles, select project team members from the Members drop-down list.
   Notes:
   • Your project roles must be added to Procore. Roles are listed in the order defined in the company's Admin tool. See Add Custom Project Roles. 
   • Your team members must be added to the Project Directory. See Add a User Account to the Project Directory.
4. Click Update. 
   The project role assignments will now appear on the project's Home page. Contact information (name, email and office number) from each user's profile in the Project Directory is included.

See Also

• Add Custom Project Roles
• Add a User Account to the Project Directory