Directory - User Permissions (Android)

Last updated

Nov 27, 2023
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Directory

Important

Permissions

What granular permissions are available for the Project level Directory tool?

Important

A user who is granted 'Admin' level permissions to the Project level Directory tool is also automatically granted 'Admin' permissions to all of the project's tools.

Action	Read Only	Standard	Notes
Add a Company to the Project Directory Web iOS Android	Create and Edit Companies	Create and Edit Companies	On a mobile device, this action can be performed offline. Tasks performed offline are be synced with Procore when a network connection is reestablished.
Add a Distribution Group to the Project Directory Web	Create and Edit Distribution Groups	Create and Edit Distribution Groups
Add a Contact to your Device iOS Android			On a mobile device, this action can be performed offline.
Add a Phone Calls Entry from the Directory iOS Android
Add a User Account to the Project Directory Web iOS Android	Add from Company Directory (Assignable Permission Templates Only)	Add from Company Directory (Assignable Permission Templates Only)
Add Project Insurance to a Company Record in the Project Directory Web	Manage Company Insurance Information	Manage Company Insurance Information
Assign a Project Permissions Template to a User in the Project Directory Web	Manage Permissions Templates (Assignable Only)	Manage Permissions Templates (Assignable Only)	Users with granular permissions have the following limitations: Must also have 'Read Only' level permissions or higher on the Company level Directory tool with the 'Create and Edit Users' granular permission. Can only assign permissions templates that are designated as assignable permissions templates to others based on their own permissions template settings.
Bulk Add Users and Companies from the Company Directory Web	Add from Company Directory (Assignable Permission Templates Only)	Add from Company Directory (Assignable Permission Templates Only)	Users with the granular permission can only assign 'Assignable Permission Templates' to others based on their own permissions template settings.
Change a User's Permissions Template in the Project Directory Web	Manage Permission Templates (Assignable Only)	Manage Permission Templates (Assignable Only)	Users with the granular permission can only assign 'Assignable Permission Templates' to others based on their own permissions template settings.
Change a User's Permissions Manually in the Project Directory Web
Configure the Project Team on the Project Home Page Web	Assign Project Roles	Assign Project Roles
Configure Advanced Settings for the Project Directory: Edit Permissions Web
Configure Advanced Settings for the Project Directory: Edit Project Roles Web	Assign Project Roles	Assign Project Roles
Configure the Project Team on the Project Overview Page Web	Assign Project Roles	Assign Project Roles
Configure Program Notification Emails Web			Users also need 'Admin' level access to the project's Program tool.
Create a Project Specific Permissions Template from the Project Directory Web
Create a User Account in the Project Directory Web iOS Android	Create and Edit Users	Create and Edit Users
Customise the Column Display in the Directory Tool Web
Deactivate a Company in the Project Directory Web	Create and Edit Companies	Create and Edit Companies
Delete a Distribution Group from the Project Directory Web
Download vCard for a User Account in the Project Directory Web
Edit a Company in the Project Directory Web Android	Create and Edit Companies	Create and Edit Companies
Edit a Distribution Group Web	Create and Edit Distribution Groups	Create and Edit Distribution Groups
Edit a User's Default Email Notifications Web	Create and Edit Users	Create and Edit Users
Edit an Active Account in the Project Directory Web iOS Android	Create and Edit Users	Create and Edit Users	Only users with 'Admin' level permissions can edit inactive user accounts.
Edit an Inactive Account in the Project Directory Web iOS Android
Email Forward Contact Information Android
Enable Program Notifications for a User on a Project Web
Enable Weather Delay Alerts by Phone or Email Web
Export the Project Directory to CSV or PDF Web
Forward Contact Information by Email Android
Invite or Reinvite a User to Join a Procore Project Web	Create and Edit Users	Create and Edit Users
Reactivate a Company in the Project Directory Web
Reactivate a User in the Project Directory Web
Remove a Company from the Project Directory Web	Remove Company from a Project	Remove Company from a Project
Remove a User from a Project Web	Remove User from Project	Remove User from Project
Remove Project Insurance from a Company Record Web	Manage Company Insurance Information	Manage Company Insurance Information
Request Company and People Imports Web		Request Company and People Imports
Save Contact to Phone on a Mobile Device iOS Android
Search and Filter the Project Directory Web iOS Android
Send a Message or WhatsApp to a Contact iOS
Set Tenderer Information at the Project Level Web
Switch Between Views in the Project Directory Web
View Inactive Users, Contacts, and Companies in the Project Directory Web iOS Android
View the Project Directory Web iOS Android			On a mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device.
View Company Insurance Information Web iOS Android	View Company Insurance Information	View Company Insurance Information