Export Company Permissions Templates

Background

Exporting your company's company permissions templates allows you to review the permission settings, including any granular permissions, for each permissions template in one file.

Éléments à prendre en compte

Steps

  1. Navigate to the company's Permissions tool.

  2. Click the Company Permissions Templates tab.

  3. Click Reporting and select Templates Export-PDF to download the file to your computer.
    Permissions Company Templates Export Pdf

Beta

Company Administrators can enable the New Permissions User Interface beta in Procore Explore. (US 2 | UK)

  1. Navigate to the company's Permissions tool.

  2. Click the Company Level Templates tab.

  3. Click Company Reporting and select Templates Export-PDF.

See Also

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