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Procore

Company Directory - User Permissions

Company Directory

Learn which user permissions are required to take the described actions in this tool.

 Important

Some actions that impact this tool are done in other Procore tools. See the User Permissions Matrix for the full list of actions taken in all other tools.

Permissions

   The action is available on Procore's Web, iOS, and/or Android application. Click to view the tutorial.

icon-mindtouch-table-check.png Users can take the action with this permission level.

icon-mindtouch-table-check.png Users can take this action with this permission level AND one or more additional requirements, like granular permissions.

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

 Important
A user who is granted 'Admin' level permissions on the Company level Directory tool is automatically granted 'Admin' permissions across all Project level and Company level tools.
Action None Read Only Standard Admin Notes

Accept or Deny a User's Request to Join Your Company

 Web

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Add a Company to the Company Directory

 Web

 

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  • Create and Edit Companies

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  • Create and Edit Companies
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Add a Distribution Group to the Company Directory

 Web

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Add a User Account to the Company Directory

 Web

 

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  • Create and Edit Users (Based on Assignable Permissions Templates)

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  • Create and Edit Users (Based on Assignable Permissions Templates)
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Users with granular permissions have the following limitations:

Add an Existing User to Projects in Your Company's Procore Account

 Web

 

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  • Create and Edit Users (Based on Assignable Permissions Templates)

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  • Create and Edit Users (Based on Assignable Permissions Templates)
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Users with granular permissions can only add other users to projects that they have already been added to.

Add Insurance for a Vendor in the Company Directory

 Web

 

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  • Create and Edit Companies

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  • Create and Edit Companies
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Allow Users to Create New Projects

 Web

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Assign a Company Permission Template to a User in the Company Directory

 Web

 

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  • Create and Edit Users (Based on Assignable Permissions Templates)

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  • Create and Edit Users (Based on Assignable Permissions Templates)
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Users with granular permissions have the following limitations:

  • Can only assign users to assignable company permissions templates
  • Can only assign users to projects that they are a part of.
  • Cannot change permissions for Company Admins. The 'Company Permissions' section will be hidden for those users.

Assign a Default Project Permissions Template to a User in the Company Directory

 Web

 

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  • Create and Edit Users (Based on Assignable Permissions Templates)

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  • Create and Edit Users (Based on Assignable Permissions Templates)
icon-mindtouch-table-check.png Users with granular permissions can only assign users to assignable default project permissions templates

Assign a Project Permissions Template to a User in the Company Directory

 Web

 

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  • Create and Edit Users (Based on Assignable Permissions Templates)

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  • Create and Edit Users (Based on Assignable Permissions Templates)
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Users with granular permissions have the following limitations:

  • Must also have 'Read Only' permissions or higher on the Project level Directory tool with the 'Manage Permission Templates (Assignable Only)' granular permission.
  • Can only update another user's project permissions template for projects that they have already been added to.
  • Can only assign global or project specific permissions templates that are designated as assignable permissions templates for their own project permissions template. 

Change a User's Permissions to Company Tools in the Company Directory

 Web

 

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  • Create and Edit Users (Based on Assignable Permissions Templates)

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  • Create and Edit Users (Based on Assignable Permissions Templates)
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Users with granular permissions can only grant access to Company tools by assigning users to assignable company permissions templates

Change a User's Project Permissions Template in the Company Directory

 Web

 

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  • Create and Edit Users (Based on Assignable Permissions Templates)

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  • Create and Edit Users (Based on Assignable Permissions Templates)
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Users with granular permissions have the following limitations:

  • Can only update another user's project permissions template for projects that they have already been added to.
  • Can only assign global or project specific permissions templates that are designated as assignable permissions templates for their own project permissions template. 
  • Cannot change permissions for Company Admins. The 'Company Permissions' section will be hidden for those users.

Configure Advanced Settings: Company Directory

 Web

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Customise the Column Display in the Directory Tool

 Web

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Deactivate a Company in the Company Directory

 Web

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Delete a Distribution Group from the Company Directory

 Web

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Designate an Insurance Manager for Your Procore Company

 Web

 

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  • Create and Edit Users (Based on Assignable Permissions Templates)

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  • Create and Edit Users (Based on Assignable Permissions Templates)
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Download a vCard for a User Account in the Company Directory

 Web

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Download a Company or User Import Template

 Web

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Edit a Company in the Company Directory

 Web

 

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  • Create and Edit Companies

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  • Create and Edit Companies
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Edit a Contact in the Company Directory

 Web

 

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  • Create and Edit Users (Based on Assignable Permissions Templates)

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  • Create and Edit Users (Based on Assignable Permissions Templates)
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Edit a Distribution Group in the Company Directory

 Web

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Edit a User Account in the Company Directory

 Web

 

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  • Create and Edit Users (Based on Assignable Permissions Templates)

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  • Create and Edit Users (Based on Assignable Permissions Templates)
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Users with granular permissions have the following limitations:

Export the Company Directory to CSV or PDF

 Web

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Inactivate a Batch of Companies in the Company Directory

 Web

 

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  • Create and Edit Companies

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  • Create and Edit Companies
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Inactivate a Batch of User Accounts in the Company Directory

 Web

 

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  • Create and Edit Users (Based on Assignable Permissions Templates)

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  • Create and Edit Users (Based on Assignable Permissions Templates)
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Inactivate a Contact in the Company Directory

 Web

 

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  • Create and Edit Users (Based on Assignable Permissions Templates)

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  • Create and Edit Users (Based on Assignable Permissions Templates)
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Inactivate a Company in the Company Directory

 Web

 

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  • Create and Edit Companies

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  • Create and Edit Companies
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Invite a Batch of Procore Users to Join a Company's Procore Account

 Web

 

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  • Create and Edit Users (Based on Assignable Permissions Templates)

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  • Create and Edit Users (Based on Assignable Permissions Templates)
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Invite or Re-invite a User to Procore

 Web

 

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  • Create and Edit Users (Based on Assignable Permissions Templates)

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  • Create and Edit Users (Based on Assignable Permissions Templates)
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Merge Companies

 Web

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Reactivate a Batch of Companies in the Company Directory

 Web

 

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  • Create and Edit Companies

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  • Create and Edit Companies
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Reactivate a Batch of User Accounts in the Company Directory

 Web

 

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  • Create and Edit Users (Based on Assignable Permissions Templates)

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  • Create and Edit Users (Based on Assignable Permissions Templates)
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Reactivate a Contact in the Company Directory

 Web

 

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  • Create and Edit Users (Based on Assignable Permissions Templates)

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  • Create and Edit Users (Based on Assignable Permissions Templates)
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Reactivate a Company in the Company Directory

 Web

 

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  • Create and Edit Companies

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  • Create and Edit Companies
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Reactivate a User in the Company Directory

 Web

 

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  • Create and Edit Users (Based on Assignable Permissions Templates)

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  • Create and Edit Users (Based on Assignable Permissions Templates)
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Refresh Tender Contacts for Connected Companies in the Company Directory

 Web

 

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  • Create and Edit Companies

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  • Create and Edit Companies
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Remove an Existing User from Projects in Your Company's Procore Account

 Web

 

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  • Create and Edit Users (Based on Assignable Permissions Templates)

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  • Create and Edit Users (Based on Assignable Permissions Templates)
icon-mindtouch-table-check.png Users with granular permissions can only remove other users from projects that they are a part of.

Remove Company Insurance

 Web

 

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  • Create and Edit Companies

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  • Create and Edit Companies
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Request Company and People Imports

 Web

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Respond to a 'Welcome to Procore' Email

 Web

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Search and Filter the Company Directory

 Web

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Send a Company or User Import Template to Procore

 Web

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Send a Procore Company to ERP Integrations for Accounting Acceptance

 Web

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Set Tenderer Information at the Company Level

 Web

 

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  • Create and Edit Companies

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  • Create and Edit Companies
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Switch Between Views in the Company Directory

 Web

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Update Expiring Insurance for a Vendor in the Company Directory

 Web

 

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  • Create and Edit Companies

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  • Create and Edit Companies
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View Company Details in the Company Level Directory Tool

 Web

 

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  • Create and Edit Companies
    OR
  • View Company Detail

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  • Create and Edit Companies
    OR
  • View Company Detail
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View Merge Company History

 Web

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View User Details in the Company Level Directory Tool

 Web

 

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  • Create and Edit Users (Based on Assignable Permissions Templates)
    OR
  • View User Detail

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  • Create and Edit Users (Based on Assignable Permissions Templates)
    OR
  • View User Detail
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