How to keep user details in sync with Procore
You can now link Procore and Samm - to keep your Projects, Users and records in sync. Check out this article to see the steps to set this up.
Note, you must have Manage Users permission to be able to set up Procore users in Samm.
Creating Users from Procore
When you create a new User in Samm (Admin > Users), you'll have the option of selecting from a list of Procore users.
If the email of the Procore user matches an existing Samm user, you'll be asked to confirm a match and link the two users (see below).
Otherwise, you'll be asked to choose a user type and create the new user. They'll receive an email from Samm, asking them to create a password.
Once a user is linked from Procore to Samm, user details (such as name and email address) in Samm will stay in sync with those in Procore.
If you have projects in Samm synced with Procore, users will automatically be added as Project Members in Samm if they are already associated with the project in Procore.
Linking Existing Users
You'll also be able to link existing Samm users to Procore users.
From the User Details screen, click Link. If there's a Procore user that has the same email address as the Samm user, Samm will show you the details of the proposed match.
You'll then be able to click Link to confirm the match.