Add a Distribution Group to the Project Directory

Background

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.

Things to Consider

Steps

  1. Navigate to the Project level Directory tool.

  2. Click Add Distribution Group.

  3. Enter the desired group name in the Distribution Group Name field.

  4. Click Create.

  5. Optional: Enter a description of the distribution group in the Description field.

  6. In the Add a User to [Distribution Group Name] box, enter the names of the users that you want to add to the group.

  7. Click Update.

Beta icon In Beta

An updated version of the Project Directory is currently in beta and can be enabled in Procore Explore.

  1. Navigate to the Project level Directory tool.

  2. Click Add and select Add Distribution Group.

  3. Enter the distribution group name in the 'Name' field.

  4. Optional: Enter a description of the distribution group in the Description field.

  5. In the 'Manage Users' field, search for companies or users.

  6. Select the users or company of users to add them to the distribution group.

  7. Click Save.