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Procore

Edit a Company Permissions Template

  1. Last updated
    Apr 8, 2025
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Objective

To edit a company permissions template.

Things to Consider

Steps

You can perform the following actions when editing a permissions template:

Edit Template

  1. Navigate to the company's Permissions tool.
  2. Click the Company Permissions Templates tab.
  3. Next to the permissions template, click Actions and select 'Edit Template'.
  4. On the 'Edit Template' page, click the pencil icon to change the permissions template's name or see Rename a Company Permissions Template.
  5. For each Company level Procore tool row in the table, select the button under one of the following columns:
    • None. Grants no access to the Procore tool. This is the default setting for all Company level tools (except the company's Portfolio tool) on newly created permission templates.
    • Read Only. Grants read-only access to the Procore tool. This is the default setting for the company's Portfolio tool. When this option is selected for a tool that supports granular permissions, the tool's granular permissions options display. See Grant Granular Permissions in a Company Permissions Template.
    • Standard. Grants standard access to the Procore tool. When this option is selected for a tool that supports granular permissions, the tool's granular permissions options display. See Grant Granular Permissions in a Company Permissions Template.
    • Admin. Grants admin access to the Procore tool.
       Tip
      • To make users with this permissions template a Company Administrator, select 'Admin' permissions for the Company level Directory tool. This gives them 'Admin' level permissions for all Company level tools and Project level tools for projects that they are added to.
      • See User Permissions Matrix - Web for more information about the different actions that can be performed by users with the permission level you select.
  6. Click Save and select Save or Save & Return to Company Permissions.

Manage Assignable Templates

  1. Navigate to the company's Permissions tool.
  2. Click the Company Permissions Templates tab.
  3. Next to the permission template, click Actions. 
  4. Select Manage Assignable Company Templates or Manage Assignable Default Project Templates.
  5. Mark the checkboxes next the templates you want users with the permissions template you are editing to be able to assign to others. See What is an assignable permissions template?
  6. Click Save and select Save, Save & Return to Edit Template, or Save & Return to Company Permissions.

 

Manage Users

  1. Navigate to the company's Permissions tool.
  2. Click the Company Permissions Templates tab.
  3. Next to the permissions template, click Actions and select 'Manage Users'.
  4. On the 'Manage Users' page: 
    Option 1: Click Actions next to the user you want to reassign to a different company permissions template and select 'Reassign'.
    OR
    Option 2: Select the checkbox for one or more users, click Bulk Actions and select 'Reassign' to reassign multiple users at the same time.
  5. In the 'Are you sure you want to reassign the following user(s)?' window, click Confirm.
  6. On the 'Reassign Permissions Template' page, click Reassign to Template next to the template you want to reassign to the user.