Create a Group in the Conversations Tool (iOS)

When you create a group in the Conversations tool, you are creating a group conversation that allows you to send a messageto a designated team members at the same time. 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:

  • You are automatically added to a group that you create.

  • If the Conversations tool is configured to allow only 'Administrators' 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 iOS device.

2. Tap the project's Conversations tool.

3. Tap the plus icon.

4. Tap Create Group.

5. Choose whether to include all project Directory members in the group or manually select each member or distribution list:

   • Include all project Directory members: This includes automatic updates to the team members when any user is added or removed from the project Directory in the future. Note: Company Admins who are not yet in the project's Directory are prompted to add themselves before proceeding with this option.

   • Group Members: Select each individual user or distribution group that you want to add to the conversation group.

6. Tap Next.

7. Enter a group name.

8. Confirm the group members and make adjustments if necessary.

9. Click Create Group. The group is created and the screen opens to a new conversation for the group.