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Procore (en-GB)

How does someone become a 'Follower' of a conversation in Procore?

Background

When you are a follower of a conversation in Procore, it is shown in the Conversations tool in your account. See Follow or Unfollow a Conversation. There are a few ways that users can become or be made, a follower of a conversation.

Note: You can see who is currently following a conversation by clicking on the followers icon-followers-cnvs.png icon while viewing a conversation. 

Answer

  • Procore automatically adds certain users as followers when a conversation is created, depending on the tool and item. See the table in the List of Automatic Followers by Tool section below.
  • Users become followers of a conversation if they are mentioned in a message (using the @ symbol on your keyboard or @mention button). See Mention a User in a Conversation.
  • Users with permission to view an item can become a follower by clicking the Follow button for that conversation.

List of automatic followers by tool

 Important
The list of Followers does not update for changes made to the Assignee, Distribution List, etc. after a conversation is created. If these roles are modified and you would like to add other users as followers, you can mention them in the conversation to automatically make them followers.
Tool Users who are automatically made a Follower of a conversation:
Budget
  • Users who are mentioned in a conversation in the Budget tool
Change Events
  • Creator
  • Users who are mentioned in a conversation for the change event
Commitments
  • Creator
  • Users who are mentioned in a conversation for the commitment
Observations
  • Creator
  • Assignee
  • Distribution List member for Observations tool
  • Users who are mentioned in a conversation for the observation
Snag List
  • Creator
  • Snag item manager
  • Assignee
  • Final Approver
  • Distribution List member for Snag List tool
  • Users who are mentioned in a conversation for the Snag List item
RFIs
  • Creator
  • RFI Manager
  • Assignee
  • Distribution List member for RFIs tool
  • Users who are mentioned in a conversation for the RFI
Submittals
  • Creator
  • Approvers
  • Submittal Manager
  • Distribution List member for Submittals tool
  • Users who are mentioned in a conversation for the submittal