Permissions Matrix

Add a Company to the Project Directory
Web iOS Android

On a mobile device, this action can be performed offline. Tasks performed offline are be synced with Procore when a network connection is reestablished.

Add a Contact to your Device
iOS Android

On a mobile device, this action can be performed offline.

Add a Distribution Group to the Project Directory
Web

Add a Phone Calls Entry from the Directory
iOS Android

Add a User Account from the Company Directory to the Project Directory
Web iOS Android

Users with both granular permissions can add users from the 'Add User' or 'Bulk Add' option.

Add a User Account from the Company Directory to the Project Directory
Web iOS Android

If you only have the 'Add from Company Directory' granular permission, you must use the Bulk Add function.

Add Project Insurance to a Company Record in the Project Directory
Web

Assign a Project Permissions Template to a User in the Project Directory
Web

Users with granular permissions can only assign permissions templates that are designated as assignable permissions templates to others based on their own permissions template settings.

Bulk Add Users and Companies from the Company Directory
Web

Users with the granular permission can only assign 'Assignable Permission Templates' to others based on their own permissions template settings.

Change a User's Permissions Template in the Project Directory
Web

Users with the granular permission can only assign 'Assignable Permission Templates' to others based on their own permissions template settings.

Change a User's Permissions Manually in the Project Directory
Web

Configure the Project Team on the Project Home Page
Web

Configure Advanced Settings for the Project Directory: Edit Permissions
Web

Configure Advanced Settings for the Project Directory: Edit Project Roles
Web

Configure the Project Team on the Project Overview Page
Web

Configure Schedule Notification Emails
Web

Users also need 'Admin' level access to the project's Schedule tool.

Create a Project Specific Permissions Template from the Project Directory
Web

Create a User Account in the Project Directory
Web iOS Android

To assign a new user a permissions template other than the project's default, you need additional permissions. See rows for Assign or Change a Permissions template.

Customize the Column Display in the Directory Tool
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Deactivate a Company in the Project Directory
Web

Delete a Distribution Group from the Project Directory
Web

Download vCard for a User Account in the Project Directory
Web

Edit a Company in the Project Directory
Web Android

Edit a Distribution Group
Web

Edit a User's Default Email Notifications
Web

Edit an Active Account in the Project Directory
Web iOS Android

Only users with 'Admin' level permissions can edit inactive user accounts.

Edit an Inactive Account in the Project Directory
Web iOS Android

Email Forward Contact Information
Android

Enable Schedule Notifications for a User on a Project
Web

Enable Weather Delay Alerts by Phone or Email
Web

Export the Project Directory to CSV or PDF
Web

Forward Contact Information by Email
Android

Invite or Reinvite a User to Join a Procore Project
Web

Reactivate a Company in the Project Directory
Web

Reactivate a User in the Project Directory
Web

Remove a Company from the Project Directory
Web

Remove a User from a Project
Web

Remove Project Insurance from a Company Record
Web

Request Company and People Imports
Web

Save Contact to Phone on a Mobile Device
iOS Android

Search and Filter Active Users, Contacts, and Companies in the Project Directory
Web iOS Android

Search and Filter Inactive Users, Contacts, and Companies in the Project Directory
Web iOS Android

Send a Message or WhatsApp to a Contact
iOS

Set Bidder Information at the Project Level
Web

View Active Users, Contacts, and Companies in the Project Directory
Web iOS Android

On a mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device.

View Inactive Users, Contacts, and Companies in the Project Directory
Web iOS Android

View Company Insurance Information
Web iOS Android

View User Change History
Web

View User Details
Web iOS Android