Add a Person to the Project Level Directory (iOS)

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

In Procore, a user is a person whose name and contact information have been added to Procore. Procore uniquely identifies its users by their email address. To create a user, the minimum requirements are:

• Last Name. The user's surname.

• Email Address. 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 general contractors (i.e., Nelson General 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).

• 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, 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.

• Import a Contact from your Mobile Device

• Manually Add a New Contact

Import a Contact from your Mobile Device

1. Open the Procore app on an iOS mobile device and select a project.

2. Tap the quick create icon and select Contact.
   OR
   Tap the Directory tool and tap the create icon. Then select Add Contact.

3. Tap Import from Contacts.

4. Tap the desired existing contact that is stored locally on your device.

5. Tap into a field to edit or add any relevant information.

6. Tap Create to add the contact to the project's Directory.

Manually Add a New Contact

1. Open the Procore app on an iOS mobile device and select a project.

2. Tap the quick create icon and select Contact.
   OR
   Tap the Directory tool and tap the create icon. Then select Add Contact.

3. Tap Create New Contact.

4. Tap into a field to add the relevant information.

5. Tap Create to save the contact to the project's Directory.