User access to the tools in Procore is typically managed using permissions templates.
Permissions templates are managed in the company's Permissions tool, where users with the appropriate permissions can:
- Create and manage company permissions templates, including managing assignable permissions templates. See Manage Company Permissions Templates.
- Create and manage project permissions templates, including managing assignable permissions templates. See Manage Project Permissions Templates.
- Edit your company's default permissions templates. See What are the default project permissions templates in Procore?
In Procore, an assignable permissions template is a permissions template that non-Admin users can assign to other users. Users still need the proper granular permissions to edit another user's permissions template. Which templates you can assign are based on the settings in your own permissions template.
Jack is a Project Coordinator at Nelson Head Contractors. His manager wants him to manage subcontractors.
Jack is assigned the permissions template, 'Project Coordinator - Internal'. This permissions template allows him to create and edit users. Additionally the 'Subcontractor - External' permissions template is selected as an 'assignable template' that he can assign to other users.
Based on his permissions template, he can create and edit users and assign them to the 'Subcontractor - External' permissions template.