Grant Granular Permissions in a Project Permissions Template
Background
Project permissions templates are used to create a set of permissions that can be assigned to multiple users. Project permission levels are 'None', 'Read Only', 'Standard' and 'Admin'. Each of those levels allows users to perform a certain set of actions and view certain information.
Granular permissions can be granted to users with 'Read Only' or 'Standard' level access to a tool through permissions templates to allow them to perform additional specific actions or view specific additional information.
Things to Consider
Prerequisites
Take one of the following actions:
Steps
Navigate to the company's Permissions tool.
Click the Project Permissions Templates tab.
Click Actions next to the template you want to grant granular permissions for and select Edit Template.
Select the button in the Read Only or Standard column on the row for the supported tool you want to grant granular permissions for.
If available, click the expand
mark the checkbox for any granular permission you want to grant. See Which Procore tools support granular permissions?Click Save.
Beta
Company Administrators can enable the New Permissions User Interface beta in Procore Explore. (US 2 | UK) [UPDATE ALL LINKS]
Navigate to the company's Permissions tool.
Click the Project Permissions Templates tab.
Next to the permissions template, click Actions and select Edit Template.
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 tickbox for any granular permission you want to grant.
Standard. Grants standard access to the Procore tool.
If available, mark the tickbox for any granular permission you want to grant.
Admin. Grants admin access to the Procore tool.
Click Save and select from the following:
Save.
Save & Return to Company Permissions.