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Procore Support (en-au)

Permissions

Company Directory

The following table highlights which user permissions are required to perform the described user action.

+ - Indicates that the task can be completed if the user is granted the correct Granular Permissions. See Grant Granular Permissions in a Company Permissions Template

 Important
A 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 (except for the Permissions tool).
Task None Read Only Standard Admin
Add a Company to the Company Directory   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Add a Distribution Group to the Company Directory       icon-mindtouch-table-check.png
Add a User Account to the Company Directory   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Add an Existing User to Projects in Your Company's Procore Account   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Add Insurance for a Vendor in the Company Directory   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Allow Users to Create New Projects       icon-mindtouch-table-check.png
Assign a Project Permissions Template to a User in the Company Directory   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Change a User's Project Permissions Template in the Company Directory   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Configure Advanced Settings: Company Directory       icon-mindtouch-table-check.png
Customise the Column Display in the Directory Tool   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Deactivate a Company in the Company Directory       icon-mindtouch-table-check.png
Delete a Distribution Group from the Company Directory       icon-mindtouch-table-check.png
Designate an Insurance Manager for Your Procore Company   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Download a vCard for a User Account in the Company Directory   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Download a Company or User Import Template     icon-mindtouch-table-check.png 1 icon-mindtouch-table-check.png
Edit a Company in the Company Directory   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Edit a Contact in the Company Directory   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Edit a Distribution Group in the Company Directory       icon-mindtouch-table-check.png
Edit a User Account in the Company Directory   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Export the Company Directory to CSV or PDF   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Inactivate a Batch of Companies in the Company Directory   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Inactivate a Batch of User Accounts in the Company Directory   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Inactivate a Contact in the Company Directory   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Inactivate a Company in the Company Directory   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Invite a Batch of Procore Users to Join a Company's Procore Account   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Invite or Re-invite a User to Procore   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Log in to Procore Web icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Merge Companies       icon-mindtouch-table-check.png
Perform Bulk Actions on the Company Directory   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Reactivate a Batch of Companies in the Company Directory   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Reactivate a Batch of User Accounts in the Company Directory   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Reactivate a Contact in the Company Directory   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Reactivate a Company in the Company Directory   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Reactivate a User in the Company Directory   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Remove an Existing User from Projects in Your Company's Procore Account   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Remove Company Insurance   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Request Company and People Imports     icon-mindtouch-table-check.png 1 icon-mindtouch-table-check.png
Respond to a 'Welcome to Procore' Email icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Search and Filter the Company Directory   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Send a Company or User Import Template to Procore     icon-mindtouch-table-check.png 1 icon-mindtouch-table-check.png
Send a Procore Company to ERP Integrations for Accounting Acceptance       icon-mindtouch-table-check.png
Set Tenderer Information at the Company Level   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Switch Between Views in the Company Directory   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Update Expiring Insurance for a Vendor in the Company Directory   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Update the Company Import Template Requires Microsoft Excel 2
Update the User Import Template Requires Microsoft Excel 2
View Company Details in the Company Level Directory Tool   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
View User Details in the Company Level Directory Tool   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png

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.

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