What is a permissions template?

Permission templates let you quickly assign permissions to users for company and project level tools. You can assign users 'None', 'Read Only', 'Standard', or 'Admin' access to each company level tool. For some tools, you can also assign granular permissions to perform specific actions.

There are separate permissions templates for company and project level tools.

• Company Permissions Templates - Permissions templates that grant access to Company level tools.

  • Assignable Company Permissions Templates

    • A subset of company permissions templates that can be assigned by users with a lower level of permissions. See What is an assignable permissions template?

• Global Permissions Templates

  • Can be assigned for any project in your company's Procore account.

  • Can be set as a user's Default Permissions Template, which will automatically apply it to all future projects.

  • Procore provides a set of default project permissions templates.

• Project-Specific Permission Templates

  • Can only be assigned to users for a specific project.​

• Assignable Project Permissions Templates

  • A subset of project permissions templates that can be assigned by users with a lower level of permissions. See What is an assignable permissions template?

Both Project and Company permission templates are created and edited in the Company level Permissions tool. Project-specific permissions templates can also be created in the Project level Directory tool, but after creation, can only be edited in the company's Permissions tool.

To get started, see:

• Create a Company Permissions Template

• Create a Project Permission Template