Rename a Project Permissions Template

Things to Consider

Prerequisites

Take one of the following actions:

Steps

  1. Navigate to the company's Permissions tool.

  2. Click the Project Permissions Templates tab.

  3. Click Actions and select Rename next to the permissions template.

  4. Enter a new name and click Confirm.

Beta

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

  1. Navigate to the company's Permissions tool.

  2. Click the Project Permissions Templates tab.

  3. Click the template name.

  4. Click the edit Icon Edit2 icon next to the template.

  5. Enter the new template name.

  6. Click Save Template.

  7. Click Save and Apply.

  8. Click Save and Apply to confirm.

See Also

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