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


To assign a company permissions template to a user in the Company level Directory tool.


In Procore, permissions templates are used to manage user access to different Procore tools. After you've created your company permissions templates in Procore, you can assign those templates to users in the Company level Directory tool. 

Things to Consider

  • Required User Permissions:
  • Additional Information:
    • Procore's permission levels (e.g., None, Read Only, Standard, Admin) define what actions users can perform and what information they can view in each Procore tool.
    • Users with granular permissions cannot change permissions for Company Admins. The 'Company Permissions' section will be hidden for those users.


  1. Navigate to the Company level Directory tool.
  2. Navigate to the Users tab.
  3. Click Edit next to the user you want to assign a permissions template to.
  4. Scroll down to the 'Company Permissions Templates' area.
  5. Select an available template from the drop down menu.
  6. Click Save.