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

Temas a considerar

  • Usuario requerido permisos

  • 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 la información icon-info-black-ios.png junto a cada permiso pormenorizado 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

requisitos

Pasos

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

  2. Haga clic en Ajustes de configuración icons-settings-gear.png icono

  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 cada permiso pormenorizado que desee habilitar o deshabilitar en la plantilla de permisos.

  7. Haga clic en Guardar.

See Also

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