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Procore (en-CA)

Edit a Distribution Group in the Project Directory

Objective

To modify a distribution group in the Project level Directory tool. 

Things to Consider

Demo

edit-distribution-group.gif

Steps

  1. Navigate to the Project level Directory tool.
  2. Click Distribution Groups.
  3. Locate the desired distribution group. Then click Edit.
    • To modify the group name, enter your changes as desired in the Name box.
    • To modify the group description, enter your changes as desired in the Description box.
    • To add a group member, type the user's name in the Add a User to [Distribution Group Name] box. Then select the appropriate match.
      Note: To appear as a selection in this list, the user must be added to the Project Directory. See Add a User Account to the Project Directory.
    • To remove a group member, click the RED 'x' next to the user's name in the Members list.
  4. Click Update.

See Also