Grant Granular Permissions in a Project Permissions Template

Objective

To grant granular permissions in a project permissions template to allow users assigned to that template to perform specific actions or to view specific information on supported tools.

Background

In Procore, role-based permissions are used to manage user access to different Procore tools. Access for each role is defined in a permissions template. By default, Procore provides its clients with several role-based project permissions templates. For details, see What is a permissions template? and What are the default project permissions templates in Procore?

Things to Consider

Prerequisites

Steps

  1. Navigate to the company's Permissions tool.
  2. Click the Project Permissions Templates tab.
  3. Click Actions next to the template you want to grant granular permissions for and select Edit Template.
  4. 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.
  5. 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.
  6. 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?
  7. Click Save.

Next Steps

See Also