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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

  • Required User Permissions:
    • 'Admin' level permissions on the Project level Directory tool.

Steps

Configure the Project Team

  1. Navigate to the Project level Directory tool. 
  2. Click the Configure Settings icons-settings-gear.png icon.
  3. Click Project Roles.
  4. Click the drop-down menu under the 'Members' column for the project role you want to configure.
     Tip
    The 'Type' column for the project role indicates whether the project role is assignable to an individual person or to a company. The member options available for the project roles are based on their type.
  5. Start typing in the drop-down menu to search the Project Directory or scroll through the list until you find the person or company that you want to assign to the project role.
  6. Click a person's or company's name to assign them to the project role.
  7. Optional:
    • To add additional members to the project role, repeat steps 5 and 6.
    • To remove an individual member from the project role, click the X next to their name.

      directory-project-roles-remove-member.png
       
    • To remove all members from the project role, click the X at the end of the drop-down menu.

      directory-project-roles-remove-all-members.png
       
  8. Press ESC on your keyboard or click anywhere on your screen outside of the drop-down menu.
    Your changes are saved automatically. The project role assignments will now appear on the project's Home page and will be available as filters in the company's Portfolio tool, depending on the settings configured for each project role.

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.