Edit a Project Permissions Template
Objective
To edit a project permissions template in the company's Permissions tool.
Background
If your company wants to modify any of Procore's default permissions templates or if your company has created a new template, follow the steps below to edit permission levels, manage assignable templates and manage users for a permissions template.
Things to Consider
- Required User Permissions:
- 'Admin' level permissions on the company's Permissions tool.
- Additional Information:
- Procore's permission levels (None, Read Only, Standard, and Admin) define what actions users can perform and what information they can view in each Procore tool. See What are the default permission levels in Procore?
- You can grant task-based permissions, called granular permissions, on supported Procore tools. See Grant Granular Permissions in a Project Permissions Template and Which Procore tools support granular permissions?
Prerequisites
Steps
You can perform the following actions when editing a permissions template:
- Edit Template. Configure permissions for each Project level tool.
- Manage Assignable Templates. Configure which Project level permissions templates users with this permissions template can assign to other users, if they have the appropriate permissions. See What is an assignable permissions template?
- Manage Users. View which users are assigned to this permission template, reassign them to a different project permissions template or set their current permissions template as their default permissions template.
- Rename a Template.
- Delete a Template.
- Duplicate a Template.
Edit Template
- Navigate to the company's Permissions tool.
- Click the Project Permissions Templates tab.
- Next to the permission template, click Actions and select 'Edit Template'.
- On the 'Edit Template' page, click the pencil icon to change the permissions template's name or see Rename a Project Permissions Template.
- For each 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 tools (except the project's Home tool) on newly created permissions templates.
- Read Only. Grants read-only access to the Procore tool. This is the default setting for the project's Home 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 Project 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 Project Permissions Template.
- Admin. Grants admin access to the Procore tool.
Tip
See User Permissions Matrix - Web and User Permission Matrix - Mobile for more information about the different actions that can be performed by users with the permission level you select.
- Click Save and select Save or Save & Return to Project Permissions.
Manage Assignable Templates
- Navigate to the company's Permissions tool.
- Click the Project Permissions Templates tab.
- Next to the permission template, click Actions and select 'Manage Assignable Templates'.
- Mark the checkbox next to each template you want users with the permissions template you are editing to be able to assign to others. See What is an assignable permissions template?
- Click Save and select Save, Save & Return to Edit Template, or Save & Return to Project Permissions.
Manage Users
- Navigate to the company's Permissions tool.
- Click the Project Permissions Templates tab.
- Next to the permission template, click Actions and select 'Manage Users'.
- Continue with Reassign a User to Another Permissions Template or Assign this Template as a User's Default Permissions Template below.
Reassign a User to Another Permissions Template
- On the 'Manage Users' page, click Actions next to the user you want to reassign to a different permissions template and select 'Reassign'.
OR
Select the checkbox for one or more users, click Bulk Actions and select 'Reassign' to reassign multiple users at the same time. - Click Confirm.
- Click Reassign to Template next to the template you want to reassign the user.
A green banner displays to confirm the user was reassigned successfully, along with the name of their newly assigned template.
Assign this Template as a User's Default Permissions Template
- On the 'Manage Users' page, click Actions next to the user you want to assign this project permissions template to by default and select 'Assign this Template as Default'.
OR
Select the checkbox for one or more users, click Bulk Actions and select 'Assign this Template as Default' to assign multiple users to this project permissions template by default at the same time.
Note: 'Assign this Template as Default' only displays as an option when the permissions template is not already a user's default project permissions template. - In the 'Are you sure you want to assign this template as default?' window, click Confirm.
A green banner displays to confirm the user has been assigned this template as their default permissions template.
See Also
- Assign a Project Permissions Template to a User in the Company Directory
- Assign a Project Permissions Template to a User in the Project Directory
- Create a Project Permissions Template
- Grant Granular Permissions in a Project Permissions Template
- Rename a Project Permissions Template
- Duplicate a Project Permissions Template
- Delete a Project Permissions Template