Company 360 Reporting - User Permissions

Permissions for the Company 360 Reporting tool are divided into three categories: 360 Reports, Single Tool Reports, and Dashboards.

360 Reports

This table summarises the required user permissions to perform actions.

Important

To protect sensitive financial and administrative information, users may require additional permissions to access and view source tool data in 360 reports. For details, see How do 360 Reporting permissions work?

Action	Company 360 Reports			Company Directory	Notes
Action	None	Read Only	Standard	Admin	Notes
Assign a 360 Report to All Projects
Configure Settings: Company 360 Reporting
Create a Calculated Column in a 360 Report
Create a Company 360 Report					'Super Private Correspondence' is excluded from 360 Reports. See What are super private correspondence types?
Create a Company 360 Report Using a Template					'Super Private Correspondence' is excluded from 360 Reports. See What are super private correspondence types?
Create a User Activity Report in 360 Reporting (Beta)
Delete a Company 360 Report
Distribute a Snapshot of a Company 360 Report
Edit a Company 360 Report					'Super Private Correspondence' is excluded from 360 Reports. See What are super private correspondence types?
Export a Company 360 Report					Can only export reports from projects marked 'Active' in Procore.
Share a Company 360 Report					Can only be shared with users who have 'Admin' level permissions on the Company Directory tool.
View a Company 360 Report					May require additional permissions from the source tool.

Single Tool Reports

This table summarises the required user permissions to perform actions.

	Company 360 Report Tool
Action	None	Read Only	Standard	Admin	Notes
Add a Visual to a Company Single Tool Report					Only the report creator can complete this action, which may require additional permissions from the source tool.
Aggregate Data in a Company Single Tool Report					Only the report creator can complete this action.
Assign a Single Tool Report to All Projects
Copy a Company Single Tool Report					Only the report's creator or viewers with shared access to the report can complete this action.
Configure Settings: Company 360 Reporting
Create a Calculated Column in a Single Tool Report					Only the report creator can complete this action.
Create a Company Single Tool Report
Delete a Company Single Tool Report					Only the report creator can complete this action.
Distribute a Snapshot of a Company Single Tool Report					Only the report creator can complete this action.
Download an Open Submittals Report					Contact Procore to enable the 'Company Level Open Submittals Report'.
Edit a Company Single Tool Report					Only the report creator can complete this action, which may require additional permissions from the source tool.
Export a Company Single Tool Report					Only the report's creator or viewers with shared access to the report can complete this action.
Share a Company Single Tool Report					Only the report creator can complete this action.
View a Report					May require additional permissions from the source tool.

Dashboards

This table summarises the required user permissions to perform actions.

Action	Company 360 Report Tool				Notes
Action	None	Read Only	Standard	Admin	Notes
Configure Settings: Company 360 Reporting
Create a Company Report Dashboard ¹					Only the creator of the report's visuals can complete this action.
Share a Company Report Dashboard ²					Only the dashboard creator can complete this action.
View the Financials Dashboard ³					Requires 'Admin' permissions to the Financial Management source tools.