Duplicate a Project Permissions Template

• Required User Permissions

Take one of the following actions:

• Create a Project Permissions Template

• Create a Project Specific Permissions Template from the Project Directory

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. Enter name for the new permissions template.

5. Select the type of permissions template:

   • Create Global Template - This can be assigned to users on any project.

   • Create Project Specific Template - This can only be assigned to users on a specific project.

6. Click Confirm to duplicate the template.

    In Beta

   Company Administrators can enable the New Permissions User Interface beta in Procore Explore. (US 2 | UK)

   1. Navigate to the company's Permissions tool.
   2. Click the Project Permissions Templates tab.
   3. Next to the permission template, click the duplicate icon.
   4. Enter a name for the new permissions template.
   5. Click Confirm and Duplicate Template.

• Edit a Project Permissions Template.