Editar plantillas de permisos para la planificación de recursos

Background

The Procore Permissions tool helps you manage user access. You can create templates to give specific roles permission to different Procore tools.

The Resource Planning tool has it's own set of permissions templates that give access to specific actions within the Resource Planning tool. There are four standard permissions templates in Resource Planning. You can use or edit these permission templates, or create your own based on the available granular permissions. See What granular permissions are available for the company's Resource Planning tool?

 Important

To access the Resource Planning tool, users must also have 'Read Only' level permissions or higher to the Resource Planning tool. This is set by creating and applying a permission template in Procore's Permissions tool:

  1. Create a Company Permissions Template

  2. Assign a Company Permissions Template to One or More Users

Aspectos a tener en cuenta

  • Permisos de usuario requeridos

  • A los usuarios solo se les puede asignar una plantilla de permisos en Planificación de recursos.

  • La plantilla "Administrador" no se puede editar ni eliminar.

  • Puede hacer clic en el icono de información icon-info-black-ios.png junto a cada permiso granular para ver los detalles.

 Important

To access the Resource Planning tool, users must also have 'Read Only' level permissions or higher to the Resource Planning tool. This is set by creating and applying a permission template in Procore's Permissions tool:

  1. Create a Company Permissions Template

  2. Assign a Company Permissions Template to One or More Users

Prerrequisitos

Pasos

  1. Vaya a la herramienta Planificación de recursos a nivel compañía.

  2. Haga clic en el icono Configurar ajustes icons-settings-gear.png.

  3. Haga clic en Permisos.

  4. Busque la plantilla de permisos que desea editar y haga clic en Editar.

  5. Actualice el nombre de la plantilla de permisos.

  6. Marque la casilla de verificación para cada permiso granular que desee habilitar o deshabilitar en la plantilla de permisos.

  7. Haga clic en Guardar.

See Also

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