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Procore Support (en-au)

Rename a Company Permissions Template

Objective

To rename a company permissions template from the list view in the company's Permissions tool.

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the company's Permissions tool.

Steps

  1. Navigate to the company's Permissions tool.
  2. Click the Company Permissions Templates tab.
  3. Click Actions and select 'Rename' next to the permissions template you want to rename.
  4. In the 'Rename Company Permissions Template' window, enter a new name for the template and click Confirm.
    A green banner displays to confirm the template was renamed.
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