Procore Basics: How to use Directory to add summer staff

Okay, everyone. Thanks for joining. Today, I want to talk about the Directory. As a construction team member, your responsibility is to add new people to the project as needed. To access the Directory tool, go to the home screen and select Directory. You might need to add a construction team member or another staff member who needs access to the project. This is how you do it: go to the Directory and add them to your project. If you don't add them, they won't be able to access it. It's the responsibility of construction team members and managers to add summer staff and each other to specific projects. There are two ways to do this: if they already have a Procore profile, you can bulk add them from the company directory. Search for their name, for example, "David," and add them to the project. You can then select a permission template for them. You'll likely see options like summer staff, client, and construction manager. Choose the appropriate role and notify them. This will send an email letting them know they've been added to the project. If they don't have a Procore account, you can add them by selecting "Add Person." Enter their information, such as "Bill Nighy" and his email address, "[email protected]." Apply a permission template, and click Add. I know this screen can be a bit confusing at first.