Manage a Group in the Conversations Tool (Android)

When you create a group in the Conversations tool, you are creating a group conversation that allows you to send a messageto designated team members at the same time. See Create a Group in the Conversations Tool. These group messages can be viewed and replied by team members in the Groups section of the Conversations tool, organized by project.

• Required User Permissions:

  • Procore user with the 'Create and Manage Group' privilege. See Configure Access and Settings for the Conversations Tool. This permission can be set to 'Administrators', 'Internal Employees', or 'Everyone':

    • If 'Administrators' is selected, you need 'Admin' level permissions to the Project or Company level Directory tool.

    • If 'Internal Employees' is selected, you must be marked as an internal employee. See How do I add someone as an employee of my company?

    • If 'Everyone' is selected, you must be a member of the Company Directory.

• Additional Information:

  • If the Conversations tool is configured to allow only Admins to create and manage groups, we recommend keeping at least one Admin in a group so that it can be managed. Admin users are shown with (Admin) after their name in the user selection list.

  • Each group in the Conversations tool can support up to 2,000 members.

1. Open the Procore app on an Android device.

2. Tap the project's Conversations tool.

3. Tap the Groups tab.

4. Tap the group that you want to manage.

5. Tap Edit.

6. To edit the group:

   • Edit the group name and members as necessary. Note: Selecting 'Everyone in this project's Directory' includes automatic updates to the team members when any user is added or removed from the project Directory in the future. Company Admins who are not yet in the project's Directory are prompted to add themselves before proceeding with this option.

   • Tap Save.

7. To delete the group:

   • Tap Delete Group.

   • Tap Delete to confirm you want to permanently delete the group.