Role-Based Permissions (RBP) define what actions users can perform and what information they can view in each Procore tool. In Procore, RBP is comprised of these concepts: (1) Roles and (2) Permission Templates. Roles are a set of access permissions which can be granted to a group of users by creating a permission template for a specific role or team (such as Accounting, Document Control, or Project Engineer) and then assigning users to the permission template.
In Procore, a permission template is a set of role-based permissions that can be assigned to one or more Procore users on a project. The permission settings in a template define what actions users can perform and what information they can view in each Procore tool. Managing user access to Procore with permission templates is a simpler alternative to managing unique access permissions for each individual user.