Configure the Project Team on the Project Home Page

Objective

To configure the project team in the Project level Directory tool.

Required User Permissions:
- 'Admin' level permission on the Project level Directory tool.
  OR
- 'Read Only' or 'Standard' level permissions on the Project level Directory tool with the 'Assign Project Roles' granular permission enabled on your permission template.
Additional Information:
- Users with the appropriate permissions can perform this task from the project's Home page. See Add the Project Team to the Project Home Page.
Prerequisites:
- Your project roles must be added to Procore. See Add Custom Project Roles.
- Your team members must be added to the Project Directory. See Add a User Account to the Project Directory.

Navigate to the Project level Directory tool.
Click the Configure Settings icon.
Click Project Roles.
Click the drop-down menu under the 'Members' column for the project role you want to configure.

Tip
The 'Type' column for the project role indicates whether the project role is assignable to an individual person or to a company. The member options available for the project roles are based on their type.
Start typing in the drop-down menu to search the Project Directory or scroll through the list until you find the person or company that you want to assign to the project role.
Click a person's or company's name to assign them to the project role.
Optional:
- To add additional members to the project role, repeat steps 5 and 6.
- To remove an individual member from the project role, click the X next to their name.
- To remove all members from the project role, click the X at the end of the drop-down menu.
Press ESC on your keyboard or click anywhere on your screen outside of the drop-down menu.
Your changes are saved automatically. The project role assignments will now appear on the project's Home page and will be available as filters in the company's Portfolio tool, depending on the settings configured for each project role.