Set User Permissions for the Portfolio Tool (Semi-Private)

There are two ways that users with 'Admin' level permission can set user permissions for accessing the company's Portfolio tool. If you have a small number of Procore users, you can use the Steps below to set permissions. For company accounts with a greater number of users, it is recommended that you use permissions templates. For details, see the Permissions tool.

• Required User Permissions:

  • 'Admin' level permissions on the company's Portfolio tool.

• Additional Information:

  • If you have a small number of users accessing your Portfolio tool, you may use the steps below.

  • If you have a greater number of users accessing your Portfolio tool, it is recommended that you use permissions templates. See the Permissions tool.

1. Navigate to the company's Portfolio tool.

2. Click the Configure Settings icon .

3. In the right pane, click Permissions Table.

4. Click the x or checkmarks to change a user's permissions.