Permissions Tool
- Last updated
- Save as PDF
Efficiently manage user access to Company level and Project level tools using permission templates.
- Create and manage permission templates for Company level and Project level tools.
- Assign users' default permission templates or reassign users to another permission template.
- Grant granular permissions on permission templates to allow users to perform specific actions or to view specific information on supported tools.
Popular Tutorials (view all)
Top FAQ (view all)
- What are the default project permissions templates in Procore?
- What is a permissions template?
- What are the default permission levels in Procore?
- Can I provide users with 'Read Only' level permissions with limited access to update information in Procore?
- Which Procore tools support granular permissions?
There are no items that match your search query.
- Assign Company Permissions Templates in the Permissions Tool
- Assign Default Project Permissions Templates in the Permissions Tool
- Create a Company Permissions Template
- Create a Project Permissions Template
- Delete a Company Permissions Template
- Delete a Project Permissions Template
- Duplicate a Company Permissions Template
- Duplicate a Project Permissions Template
- Edit a Company Permissions Template
- Edit a Project Permissions Template
- Export Company Permissions Templates
- Export Project Permissions Template Assignments
- Export Project Permissions Templates
- Grant Granular Permissions in a Company Permissions Template
- Grant Granular Permissions in a Project Permissions Template
- Manage Company Permissions Templates
- Manage Project Permissions Templates
- Rename a Company Permissions Template
- Rename a Project Permissions Template
- Search for and Filter Users in the Permissions Tool
- Can I provide users with 'Read Only' level permissions with limited access to update information in Procore?
- What are role-based permissions?
- What are the default permission levels in Procore?
- What are the default project permissions templates in Procore?
- What granular permissions are available for the Company level Directory tool?
- What granular permissions are available for the Project level Admin tool?
- What granular permissions are available for the Project level Directory tool?
- What granular permissions are available for the Project level Documents tool?
- What granular permissions are available for the Project level Inspections tool?
- What granular permissions are available for the Project level Program tool?
- What granular permissions are available for the Project level Timesheets tool?
- What granular permissions are available for the company's Tender Board tool?
- What granular permissions are available for the project's Action Plans tool?
- What granular permissions are available for the project's Budget tool?
- What granular permissions are available for the project's Client Contracts tool?
- What granular permissions are available for the project's Commitments tool?
- What granular permissions are available for the project's Correspondence tool?
- What granular permissions are available for the project's Defect List tool?
- What granular permissions are available for the project's Direct Costs tool?
- What granular permissions are available for the project's Drawings tool?
- What granular permissions are available for the project's Funding tool?
- What granular permissions are available for the project's Head Contracts tool?
- What granular permissions are available for the project's Meetings tool?
- What granular permissions are available for the project's Observations tool?
- What granular permissions are available for the project's Photos tool?
- What granular permissions are available for the project's RFIs tool?
- What granular permissions are available for the project's Site Diary tool?
- What granular permissions are available for the project's Submittals tool?
- What granular permissions are available for the project's Tendering tool?
- What granular permissions are available for the project's Transmittals tool?
- What is a permissions template?
- What is an assignable permissions template?
- Which Procore tools support granular permissions?
- Who can see users listed in a Project Directory?
Permissions
The following table highlights which user permissions are required to perform the described user action.
1 Users with the appropriate permissions can assign company permissions templates to users in the Company level Directory tool when creating or editing a user account. See Add a User Account to the Company Directory and Edit a User Account in the Company Directory.
2 Users with the appropriate permissions on the Company level Directory tool can assign a default project permissions template to a user when creating or editing the user's Directory record. See Add a User Account to the Company Directory and Edit a User Account in the Company Directory.
3 Users with the appropriate permissions on the Company level Directory or Project level Directory tools can change a user's project permissions template on a specific project when adding the user to a project or editing the user's Directory records. See Add a User Account to the Project Directory, Edit a User Account in the Company Directory, and Edit a User Account in the Project Directory.
4 Users with the appropriate permissions can create project specific permission templates in the Project level Directory tool. See Create a Project Specific Permissions Template from the Project Directory.
Below are the notable changes to the company's Permissions tool.
Recent Changes
No recent notable changes.