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Procore Support (en-au)

Duplicate a Company Permissions Template

Objective

To duplicate a company permissions template.

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the company's Permissions tool.

Steps

  1. Navigate to the company's Permissions tool.
  2. Click the Company Permissions Templates tab.
  3. Click Actions and select 'Duplicate' next to the permissions template you want to duplicate.
  4. In the 'Duplicate Company Permissions Template' window, complete the following:
    • Enter a name for the new permissions template.
    • Click Confirm.
      You are redirected to the 'Edit Template' page for the new permissions template and a green banner displays to confirm the template was duplicated. See Edit a Company Permissions Template.
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