Configure a Company Permission Template

To give your users access to the Resource Planning tool, you must create a permissions template giving users 'Read Only' access or higher to the Resource Planning tool.

If you already have existing permissions templates in Procore's Permissions tool, follow the steps to edit the permissions template, granting 'Read Only' level permissions to the Resource Planning tool. Otherwise, follow these steps to create a new Company Permissions template, with 'Read Only' level permissions to the Resource Planning tool.

Create a Company Permissions Template

 Note

You must have 'Admin' level permissions on the company's Permissions tool to create permissions templates.

  1. Navigate to the company's Permissions tool.

  2. Click the Company Permissions Templates tab.

  3. Click Create Company Permissions Template.

  4. Enter a name for the company permissions template.

  5. 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 Create Template.

  3. Enter the template's name.

  4. Select whether the template is for company or project level tools.

    • Company Level Template

    • Project Level Template

      1. Select Global or Project-specific.

      2. If you selected Project-specific, select the project.

  5. Click Confirm and Create Template.

  6. Configure permissions for each tool.

    Tips

    For granting default Read Only, Standard, or Admin without granular permissions:

    • Single Tool - Select the permissions level from the dropdown menu in the 'Permission Level' column.

    • Bulk Update - Mark the tools' checkboxes and select the permissions level under the 'Search' bar.

    1. Click Configure next to the tool.

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

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

    4. Click Save Configuration.

  7. Repeat step 6 for each tool.

  8. Click Save and Apply.

  9. Click Save and Apply to confirm.

Edit a Company Permissions Template

  1. Navigate to the company's Permissions tool.

  2. Click the Company Permissions Templates tab.

  3. Next to the permissions template, click Actions and select Edit Template.

  4. For each Company level Procore tool, select the permission level for the template:

    • None. Grants no access to the Procore tool.

    • Read Only. Grants read-only access to the Procore tool.

      • If available, click the expand Icon Arrow Expand mark the checkbox for any granular permission you want to grant.

    • Standard. Grants standard access to the Procore tool.

      • If available, click the expand Icon Arrow Expand mark the checkbox for any granular permission you want to grant.

    • Admin. Grants admin access to the Procore tool.

       Tip

      • To make users with this permissions template a Company Administrator, select 'Admin' permissions for the Company level Directory tool. This gives them 'Admin' level permissions for all Company level tools and Project level tools for projects that they are added to.

  5. Click Save and select from the following:

    • Save.

    • Save & Return to Company Permissions.

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 Company Permissions Templates tab.

  3. Click the template name.

  4. Configure Permissions for each tool.

    Tips

    For granting default Read Only, Standard, or Admin without granular permissions:

    • Single Tool - Select the permissions level from the dropdown menu in the 'Permission Level' column.

    • Bulk Update - Mark the tools' checkboxes and select the permissions level under the 'Search' bar.

    1. Click Configure next to the tool.

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

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

    4. Click Save Configuration.

  5. Repeat step 6 for each tool.

  6. Click Save and Apply.

  7. Click Save and Apply to confirm.

What are User Permissions?
Considerations and Best Practices for Resource Planning Templates