Add a Distribution Group to the Project Directory
Fondo
Un grupo de distribución es un grupo de usuarios que se crea en la herramienta Directorio de proyectos o empresas de Procore. Este grupo de usuarios se puede aplicar a un rol, como 'Persona asignada', o agregarse a una lista de distribución para recibir notificaciones basadas en la configuración de notificaciones de la herramienta.
Things to Consider
To be added to a distribution group, a user must first be added to the Project Directory. See Add a User Account to the Project Directory.
You can also create and manage distribution groups at the Company level. See Add a Distribution Group to the Company Directory.
If you add an existing distribution group to a new distribution group, each individual user in the existing group is added to your new distribution group. Future changes to the existing distribution group do NOT affect the new distribution group.
Steps
Navigate to the Project level Directory tool.
Click Add Distribution Group.
Enter the desired group name in the Distribution Group Name field.
Click Create.
Optional: Enter a description of the distribution group in the Description field.
In the Add a User to [Distribution Group Name] box, enter the names of the users that you want to add to the group.
Click Update.
In Beta
An updated version of the Project Directory is currently in beta and can be enabled in Procore Explore.
Navigate to the Project level Directory tool.
Click Add and select Add Distribution Group.
Enter the distribution group name in the 'Name' field.
Optional: Enter a description of the distribution group in the Description field.
In the 'Manage Users' field, search for companies or users.
Select the users or company of users to add them to the distribution group.
Click Save.