Grant Granular Permissions in a Project Permissions Template

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.

• 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 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.

5. If available, click the expand mark the checkbox for any granular permission you want to grant. See Which Procore tools support granular permissions?

6. Click Save.

    In Beta

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

   1. Navigate to the Company level Permissions tool.

    Note

   You must have access permissions. For details, see Permissions.

   2. Click the Project Permissions Templates tab.

   3. Click the template name.

   4. Configure permissions for each tool.

   • Select None, Read Only, Standard, or Admin.

      bulk update

     To bulk grant Read Only, Standard, or Admin without granular permissions, mark the tools' checkboxes and click the permissions level.

   • To grant additional permissions, mark the checkbox next to the granular permission.

      Note

     • Actions marked with a gray 'x' cannot be assigned as granular permissions.
     • To perform these actions, users must have 'Standard' or 'Admin' level access to the tool. If available, click the notepad icon to view details about that granular permission.

   • Click X to close the panel or continue editing other tools. Procore saves all changes when you save the template.

   5. Repeat step 4 for each tool.

   6. Click Save and Apply.

   7. Click Save and Apply to confirm.

• Assign a Project Permissions Template to a User in the Company Directory

• Assign a Project Permissions Template to a User in the Project Directory