Add a Distribution Group to the Company Directory

A Distribution Group is a group of users that is created in Procore's Company or Project Directory tool. This user group can be applied to a role, like 'Assignee', or added to a Distribution List to receive notifications based on the tool's notification settings.

• Required User Permissions:

  • To add a distribution group, 'Admin' level permission on the Company level Directory tool

• Prerequisites:

  • To be added to a distribution group, a user must first be added to the Company Directory.

• Additional Information:

  • Many Procore clients prefer to create and manage distribution groups at the Company level. However you also have the option of adding a group at the project level.

  • When you add a Company level Distribution Group to Procore, that group can be used in Procore's Project level tools. However, keep the following in mind:

    • For a member of a Company level Distribution Group to be included on a Project level distribution, the member must be added to the Project Directory. For example, if you create a Company level Distribution group that contains five subcontractors, but only two of those subcontractors have been added to a project's Directory tool, only the names of the two subcontractors will be populated as recipients when the Distribution Group is used at the Project level.

    • A Company level Distribution Group only becomes visible on a project when at least one member of the Company level distribution group has been added to the Project Directory.

1. Navigate to the Company level Directory tool.

2. Click Add Distribution Group.

3. Enter the group name and click Create.

4. Enter the names of the users and select them to add to the group.

5. Click Update.