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Procore Support (en-au)

Assign Default Project Permissions Templates in the Permissions Tool

Objective

To assign default project permissions templates in the company's Permissions tool.

Things to Consider

Steps

Assign a Default Project Permissions Template to One User

  1. Navigate to the company's Permissions tool.
  2. Click the User Permissions tab.
  3. Click Actions next to the user you want to assign a default project permissions template to.
  4. Click Assign Default Project Permissions.
  5. On the 'Assign Default Project Permissions' page, click Assign next to the global permissions template you want to assign to the user by default.
  6. In the 'Are you sure you want to assign this template?' window, click Confirm.
    A  green banner displays to confirm the user was assigned to the template successfully, along with the name of their new default project permissions template.
    The user you selected will be assigned this project permissions template by default whenever they are added to a project.

Assign a Default Project Permissions Template to One or More Users

  1. Navigate to the company's Permissions tool.
  2. Click the User Permissions tab.
  3. Mark the checkbox next to one or more users you want to assign the same default project permissions template to.
  4. Click Bulk Actions and click Assign Default Project Permissions.
  5. On the 'Assign Default Project Permissions' page, click Assign next to the global permissions template you want to assign to the users by default.
  6. In the 'Are you sure you want to assign this template?' window, click Confirm.
     Tip
    Click the X next to a user's name if you want to remove them from the list of users being assigned to the selected company permissions template.
    A green banner displays to confirm the users were assigned the template successfully, along with the name of their new default project permissions template.
    The users you selected will be assigned this project permissions template by default whenever they are added to a project.
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