Create a Project Permissions Template
Background
Project permission templates let you quickly assign permissions to users for project level tools. You can assign users 'None', 'Read Only', 'Standard' or 'Admin' access to each project level tool. For some tools, you can also assign granular permissions to perform specific actions.
There are two types of project permissions templates in Procore:
A global permission template can be assigned to any user on any project in your company's Procore account. Global permissions templates are created and managed in the company's Permissions tool.
A project specific permission template can only be assigned to a user who has been added to the corresponding project. Project specific permissions templates are created in either the company's Permissions tool or in the Project level Directory tool and managed in the company's Permissions tool.
Things to Consider
Procore's permission levels (None, Read Only, Standard and Admin) define what actions users can perform and what information they can view in each Procore tool.
You can grant task-based granular permissions for some tools. See Which Procore tools support granular permissions?
From the project Directory tool, you can create project-specific permissions templates. See Create a Project Specific Permissions Template from the Project Directory.
A project permissions template cannot have the same name as a company permissions template.
Some tools require specific granular permissions to be enabled for their permissions levels.
Steps
Navigate to the company's Permissions tool.
Click the Project Permissions Templates tab.
Click Create Project Permissions Template.
Select the type of project permissions template.
Project (Global) - Assignable to All Projects.
Project (Specific) - Assignable to a Specific Project
Enter a name for the template.
Click Confirm.
If you selected 'Project (Specific) - Assignable to a Specific Project', click Select next to the project you want to create a new permissions template for.
Company Administrators can enable the New Permissions User Interface beta in Procore Explore. (US 2 | UK)
Navigate to the company's Permissions tool.
Click Create Template.
Enter the template's name.
Select whether the template is for company or project level tools.
Company Level Template
Project Level Template
Select Global or Project-specific.
If you selected Project-specific, select the project.
Click Confirm and Create Template.
Configure permissions for each tool.
Bulk UpdateTo bulk grant Read Only, Standard, or Admin without granular permissions, mark the tools' checkboxes and click the permissions level.
Select None, Read Only, Standard, or Admin.
To grant additional permissions, mark the checkbox next to the granular permission.
NotesActions marked with a gray 'x' cannot be assigned as granular permissions. To perform these actions, users must have 'Standard' or 'Admin' level access to the tool.
If available, click the notepad
icon to view details about that granular permission.
Click X to close the panel or continue editing other tools. Procore saves all changes when you save the template.
Repeat step 6 for each tool.
Click Save and Apply.
Click Save and Apply to confirm.