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Configure Advanced Settings: Project Directory

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Objective

To configure advanced settings for the Project level Directory tool.

Background

Users with 'Admin' level permissions can configure various advanced settings in the Project level Directory tool. 

Things to Consider

Steps

Configure the Project Team Roles

  1. Navigate to the Project level Directory tool. 
  2. Click the Configure Settings icons-settings-gear.png icon.
  3. Click Project Roles.
  4. Under the 'Members' column, select who should be assigned the role.
    Your changes are automatically saved.
 Tip
To remove a user or a company, click the X next to their name.

Set User Permissions for the Directory

  1. Navigate to the Project level Directory tool.
  2. Click the Configure Settings icons-settings-gear.png icon.
  3. Click Permissions Table.
    This reveals the 'User Permissions for Directory' page.
  4. Set the access permission level for the tool's users by clicking the icon in the desired column so a GREEN checkmark appears.

    The color-coded icons in the user permissions area denotes the user's access permission level to the tool. To learn more, see What are the default permission levels in Procore?

    Icon Colour Definition
    green-check.png GREEN The user has been granted this access permission level to the tool.
    red-x.png RED The user has NOT been granted this access permission to the tool.
    grey-x.png GREY The user is either a Procore Administrator or has been granted permissions to the Procore tools on this project using a permissions template (see What is a permissions template?). To change the user's permission level to this tool, see Manage Project Permissions Templates.