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Procore

Add a Person to the Project Level Directory (Android)

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Objective

To add a person to the Project Directory on an Android mobile device.

Background

In Procore, a user is a person whose contact information has been added to the Procore application. Procore uniquely identifies its users by their email address. To add a person to Procore (a.k.a., create a new user account), the minimum requirements are:

  • Last Name. This is the user's surname.
  • Email Address. This is the unique identifier for a user in Procore. A user can be a member of one or more Procore company accounts (For example, a subcontractor who is doing work for two different main contractors (i.e., Nelson Main Contractors) could be added as a user to both companies using the same email address (i.e., john@example.com). When logging in to Procore, he would be presented with the option to choose which company account he wants to view. He can also switch between companies while logged in). 

Things to Consider

  • Required User Permissions
  • When you create a new user in a Project Directory, the user is also automatically added to the Company Directory. 
  • Personal Avatars can only be added to Procore by the end user. For details, see What is an avatar and how do I create one? 
  • You can configure what items are created with the quick create icon-plus-quick-create-mobile2.png icon, see Configure Quick Create Settings.

  • This action can be performed in offline mode. Tasks performed in offline mode sync with Procore once a network connection is reestablished. 

Steps

  1. Open the Procore app on an Android mobile device and select a project.
    Note: This loads the Tools screen for the project.
  2. Tap the quick create icon-plus-quick-create-mobile2.png icon and select Contact.
    OR
    Tap the Directory tool and tap the create icon-plus-quick-create-mobile2.png icon. Then select Add Contact.
  3. Take the following steps:

Import an Existing Contact to the Project's Directory  

  1. Tap Import from Contacts.
  2. Allow Procore to access your device's contacts.
  3. Tap the desired existing contact.
    Note: This is a contact stored locally to your device outside of Procore.
  4. Tap into a field to edit or add any relevant information.
  5. Optional: Apply a permission template to the new contact.
    • Tap Permission Template and select the permission template you want to apply to the new user.
  6. Tap Create to add the contact to the project's directory.

Add a New Contact to the Project's Directory  

  1. Tap into a field to add the relevant information.
    Note: Required fields include 'Last Name' and 'Email'.
  2. Optional: Apply a permission template to the new contact.
    • Tap Permission Template and select the permission template you want to apply to the new user.
  3. Tap Create to save the contact to the project's directory.