The Project Directory is made of Subcontractors, the Owner, and Groups. When you navigate to the Directory, you will see all of the companies listed alphabetically. Companies will have their designation next to them.
If you click Import from Procore, you can pull over any companies set up in Procore.
You can also manually add companies by clicking New Company.
If you click on a company, you can access the Details, Users, and Requirements associated with it.
To edit the Details of a company, click Edit Company.
To add Users, click on Import from Procore or New User to manually enter the information:
Groups:
Groups allow you to easily collaborate with a consistent set of users. Groups can be comprised of Subcontractor Users, General Contractor Users, and Owner Users.
Your Team:
The Team section lists team members that have access to this project. To add a team member, click Add User and select the team member to add:
Important Note: You will only be able to add users that are added at an account level. If you do not see a user listed in this section, you will need to have an account admin add the user. Once the admin adds the user(s) at the account level, you will be able to add those users under the General Contractor section.
To remove a user from a specific project, click Remove next to the user which you wish to remove.
