Grant Granular Permissions in a Company Permissions Template
Aspectos a tener en cuenta
Puede otorgar permisos granulares basados en tareas para algunas herramientas. Consulte ¿Qué herramientas de Procore admiten permisos granulares?
Some tools require specific granular permissions to be enabled for their permissions levels.
Prerequisites
Steps
Navigate to the company's Permissions tool.
Click the Company Permissions Templates tab.
Next to the permissions template, click Actions and select Edit Template.
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
mark the checkbox for any granular permission you want to grant.
Standard. Grants standard access to the Procore tool.
If available, click the expand
mark the checkbox for any granular permission you want to grant.
Admin. Grants admin access to the Procore tool.
Propina
Para que los usuarios con esta plantilla de permisos sean un Administrador de la compañía, seleccione los permisos de "Administrador" para la herramienta Directorio a nivel compañía. Esto les da permisos de nivel "Administrador" para todas las herramientas a nivel compañía y herramientas a nivel proyecto para los proyectos a los que se agregan.
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)
Navigate to the company's Permissions tool.
Click the Company Permissions Templates tab.
Click the template name.
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.
Click Configure next to the tool.
Select None, Read Only, Standard, or Admin.
To grant additional permissions, mark the checkbox next to each granular permission.
Click Save Configuration.
Repeat step 6 for each tool.
Click Save and Apply.
Click Save and Apply to confirm.