Manage User Access with a Project Permissions Template

Procore Model Manager - Beta Access & Feedback

The Model Manager (Beta) features and documentation are subject to change without notice. Please be aware that this content is restricted to beta participants and requires a direct link to access.

  • To learn about the beta program, see the Beta Participant Guide.

  • To access the beta and provide feedback Show/Hide Details

    • How to Access: Participating companies must sign the Procore Beta Agreement. Once signed, your Procore Administrator coordinates with your Procore point of contact to enable Model Manager (Beta) on specific Procore projects.

    • How to Provide Feedback During Beta: Contact your dedicated Beta program lead.

    • How to report critical issues: Report breaking changes to Procore Customer Support. For general feedback or non-critical issues, contact your Beta program lead or Procore point of contact.


Currently, only Admin permissions are available. Procore will add more permission levels later.

Project Permissions Templates help you maintain consistent access settings across your projects. By using templates, your company's Procore Administrator can quickly assign permission levels to users and manage their capabilities within the Model Manager (Beta).

Tip

If your end users report they don't see the Model Manager (Beta) menu option in the Project Tools menu, its usually because a Procore Administrator still needs to grant them sufficient access permissions.

Things to Consider

Prerequisites

Steps

Beta

When editing the Project Permissions Template, grant users 'Admin' permissions to the Model Manager (Beta) tool.

Currently, only Admin permissions are available. Procore will add more permission levels later.

  1. Navigate to the company's Permissions tool.

  2. Click the Project Permissions Templates tab.

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

  4. For each Project 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, mark the checkbox for any granular permission you want to grant.

    • Standard. Grants standard access to the Procore tool.

      • If available, mark the checkbox for any granular permission you want to grant.

    • Admin. Grants admin access to the Procore tool.

  5. Click Save and select from the following:

    • Save.

    • Save & Return to Company Permissions.


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