Permissions

Learn which user permissions are required to take the described actions in this tool.

 Important

Some actions that impact this tool are done in other Procore tools.

Permissions

| | The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.

Icon Mindtouch Table Check Users can take the action with this permission level.

Icon Mindtouch Table Check Gp Users can take this action with this permission level AND one or more additional requirements, like granular permissions.

What granular permissions are available for the Project level Directory tool?

 Important

A user who is granted 'Admin' level permissions to the Project level Directory tool is also automatically granted 'Admin' permissions to all of the project's tools.

Directory Tutorials

Action

None

Read Only

Standard

Admin

Notes

Add a Company to the Project Directory
Web iOS Android

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  • Create and Edit Companies

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  • Create and Edit Companies

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On a mobile device, this action can be performed offline. Tasks performed offline are be synced with Procore when a network connection is reestablished.

Add a Contact to your Device
iOS Android

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On a mobile device, this action can be performed offline.

Add a Distribution Group to the Project Directory
Web

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  • Create and Edit Distribution Groups

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  • Create and Edit Distribution Groups

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Add a Phone Calls Entry from the Directory
iOS Android

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Add a User Account from the Company Directory to the Project Directory (From Add User or Bulk Add Button)
Web iOS Android

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  • Add from Company Directory (Assignable Permission Templates Only)
    AND

  • Create and Edit Users

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  • Add from Company Directory (Assignable Permission Templates Only)
    AND

  • Create and Edit Users

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Users with both granular permissions can add users from the 'Add User' or 'Bulk Add' option.

Add a User Account from the Company Directory to the Project Directory (From Bulk Add Button Only)
Web iOS Android

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  • Add from Company Directory (Assignable Permission Templates Only)

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  • Add from Company Directory (Assignable Permission Templates Only)

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If you only have the 'Add from Company Directory' granular permission, you must use the Bulk Add function.

Add Project Insurance to a Company Record in the Project Directory
Web

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  • Manage Company Insurance Information

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  • Manage Company Insurance Information

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

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  • Manage Permissions Templates (Assignable Only)

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  • Manage Permissions Templates (Assignable Only)

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Users with granular permissions can only assign permissions templates that are designated as assignable permissions templates to others based on their own permissions template settings.

Bulk Add Users and Companies from the Company Directory
Web

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  • Add from Company Directory (Assignable Permission Templates Only)

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  • Add from Company Directory (Assignable Permission Templates Only)

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Users with the granular permission can only assign 'Assignable Permission Templates' to others based on their own permissions template settings.

Change a User's Permissions Template in the Project Directory
Web

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  • Manage Permission Templates (Assignable Only)

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  • Manage Permission Templates (Assignable Only)

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Users with the granular permission can only assign 'Assignable Permission Templates' to others based on their own permissions template settings.

Change a User's Permissions Manually in the Project Directory
Web

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Configure the Project Team on the Project Home Page
Web

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  • Assign Project Roles

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  • Assign Project Roles

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Configure Advanced Settings for the Project Directory: Edit Permissions
Web

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Configure Advanced Settings for the Project Directory: Edit Project Roles
Web

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  • Assign Project Roles

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  • Assign Project Roles

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Configure the Project Team on the Project Overview Page
Web

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  • Assign Project Roles

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  • Assign Project Roles

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Configure Schedule Notification Emails
Web

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Users also need 'Admin' level access to the project's Schedule tool.

Create a Project Specific Permissions Template from the Project Directory
Web

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Create a User Account in the Project Directory
Web iOS Android

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  • Create and Edit Users

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  • Create and Edit Users

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To assign a new user a permissions template other than the project's default, you need additional permissions. See rows for Assign or Change a Permissions template.

Customize the Column Display in the Directory Tool
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Deactivate a Company in the Project Directory
Web

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  • Create and Edit Companies

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  • Create and Edit Companies

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Delete a Distribution Group from the Project Directory
Web

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Download vCard for a User Account in the Project Directory
Web

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Edit a Company in the Project Directory
Web Android

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  • Create and Edit Companies

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  • Create and Edit Companies

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Edit a Distribution Group
Web

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  • Create and Edit Distribution Groups

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  • Create and Edit Distribution Groups

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Edit a User's Default Email Notifications
Web

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Edit an Active Account in the Project Directory
Web iOS Android

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  • Create and Edit Users

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  • Create and Edit Users

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Only users with 'Admin' level permissions can edit inactive user accounts.

Edit an Inactive Account in the Project Directory
Web iOS Android

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Email Forward Contact Information
Android

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Enable Schedule Notifications for a User on a Project
Web

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Enable Weather Delay Alerts by Phone or Email
Web

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Export the Project Directory to CSV or PDF
Web

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Forward Contact Information by Email
Android

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Invite or Reinvite a User to Join a Procore Project
Web

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  • Create and Edit Users

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  • Create and Edit Users

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Reactivate a Company in the Project Directory
Web

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Reactivate a User in the Project Directory
Web

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Remove a Company from the Project Directory
Web

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  • Remove Company from a Project

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  • Remove Company from a Project

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Remove a User from a Project
Web

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  • Remove User from Project

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  • Remove User from Project

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Remove Project Insurance from a Company Record
Web

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  • Manage Company Insurance Information

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  • Manage Company Insurance Information

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Request Company and People Imports
Web

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  • Request Company and People Imports

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Save Contact to Phone on a Mobile Device
iOS Android

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Search and Filter Active Users, Contacts, and Companies in the Project Directory
Web iOS Android

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Search and Filter Inactive Users, Contacts, and Companies in the Project Directory
Web iOS Android

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Send a Message or WhatsApp to a Contact
iOS

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Set Bidder Information at the Project Level
Web

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View Active Users, Contacts, and Companies in the Project Directory
Web iOS Android

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On a mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device.

View Inactive Users, Contacts, and Companies in the Project Directory
Web iOS Android

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View Company Insurance Information
Web iOS Android

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  • View Company Insurance Information

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  • View Company Insurance Information

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View User Change History
Web

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View User Details
Web iOS Android

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