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Procore Support (en-au)

Duplicate a Project Permissions Template

Objective

To duplicate a project permissions template in the company's Permissions tool.

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the company's Permissions tool.
  • Additional Information:
    • Duplicating a permissions template does NOT copy the 'Assignable Templates' from the original template. See Manage Assignable Templates.

Steps

  1. Navigate to the company's Permissions tool.
  2. Click the Project Permissions Templates tab.
  3. Click Actions and select 'Duplicate' next to the permissions template you want to duplicate.
  4. In the 'Duplicate Project Permissions Template' window, complete the following:
    • Enter name for the new permissions template.
    • Select the button next to 'Create Global Template' or 'Create Project Specific 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 Project Permissions Template.

See Also

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