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Procore

Allow Users to Create New Projects

Objective

To grant a user the privilege to add new projects to your company's Procore account. 

Background

Procore Administrators can add new construction projects to the Company Portfolio. They can also grant other users the privilege to create new projects without giving them full admin permissions. This privilege, set in the Company level Directory, makes the 'Add New Project' button visible in the Portfolio tool. It does not alter a user's other Company level permissions. Users with this privilege automatically gain 'Admin' level permissions for all active Project-level tools within the projects they create.

Things to Consider

Steps

  1. Navigate to the Company level Directory tool.
  2. Locate the user's profile. Then click Edit.
  3. Scroll down to the 'Project Settings' area.
  4. Under the New Project Settings area, mark the Allow [User Name] to Create New Projects. [User Name] will have full administrative access to any projects that they create checkbox.
     Important
    Any user who is granted the 'Create New Project' privilege will be automatically given 'Admin' level permissions on all Project level tools in every project that they create. If the user has a default permission template configured, their default permission template will only be assigned to the user when they are added to a project created by another user in your company's account.
  5. Click Save.

Next Steps

See Also