The following table highlights which user permissions are required to perform the described user action.
+ : Indicates that one or more granular permissions are available for the task. See the relevant tutorial or Grant Granular Permissions in a Company Permissions Template for more information.
ImportantA user who is granted 'Admin' permissions on the Company level Directory tool is automatically granted 'Admin' permissions across all Project level tools and all Company level tools.
1 A user with 'Standard' level permission must also be granted the 'Request Company and People Imports' granular permission. See Grant Granular Permissions in a Project Permissions Template and Request Company and User Imports.
2 The template is designed for use with Microsoft Excel. Although not recommended, you may be able to use a spreadsheet program that is compatible with the XLSX format. A user with 'Admin' level permission or a user with 'Standard' level permission plus the 'Request Company and People Imports' granular permission can download the template from the Procore web application. See Download the Company or User Import Template.