Grant Granular Permissions in a Project Permissions Template
Objective
To grant granular permissions in a project permissions template.
Background
Project permissions templates are used to create a set of permissions that can be assigned to multiple users. Project permission levels are 'None', 'Read Only', 'Standard', and 'Admin'. Each of those levels allows users to perform a certain set of actions and view certain information.
Granular permissions can be granted to users with 'Read Only' or 'Standard' level access to a tool through permissions templates to allow them to perform additional specific actions, or view specific additional information.
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 User Permissions Matrix - Web and User Permission Matrix - Mobile.
- Granular permissions are available to add when 'Read Only' or 'Standard' level permissions are assigned to a template on a supported tool. See Which Procore tools support granular permissions?
Prerequisites
Steps
- Navigate to the company's Permissions tool.
- Click the Project Permissions Templates tab.
- Click Actions next to the template you want to grant granular permissions for and select Edit Template.
- Select the button in the Read Only or Standard column on the row for the supported tool you want to grant granular permissions for.
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 the angle bracket > icon to open or close the granular permissions menu for each supported tool.
Note: This icon only displays when the button for Read Only or Standard is selected. - Mark the 'Turn ALL ON' tickbox to enable all of a supported tool's granular permissions on the permissions template.
Note: This tickbox name changes to 'Turn ALL OFF' if all of a supported tool's granular permissions are enabled.
OR
Mark the tickbox for each granular permission you want to enable on the permissions template for one or more of the available tools. See Which Procore tools support granular permissions? - Click Save.