Ajouter un groupe de distribution à l’annuaire de l’entreprise

Un groupe de distribution est un groupe d’utilisateurs créé dans l’outil Annuaire de l’entreprise ou du projet de Procore. Ce groupe d’utilisateurs peut être appliqué à un rôle, tel que « Personne assignée », ou ajouté à une liste de distribution pour recevoir des notifications en fonction des paramètres de notification de l’outil.

• 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.