Configure Settings: Company 360 Reporting

The Company 360 Reporting tool provides a high-level overview of important data across all projects in your company's account. To ensure the right people have access to this information, users with 'Admin' permissions can configure the tool's permissions settings at the tool level. However, Procore recommends managing permissions to this tool with a permissions template instead. See Create a Company Permissions Template.

• Required User Permissions:

  • 'Admin' level permissions on the Company 360 Reporting tool.

• Additional Information:

  • Procore recommends managing permissions to this tool with a permissions template. See Create a Company Permissions Template.

1. Navigate to the Company 360 Reporting tool.

2. Click Configure Settings .

3. Click the icon in the column to set a user's permission. A green checkmark will appear.

   The color-coded icons in the user permissions area denotes the user's access permission level to the tool.
   To learn more, see What are the default permission levels in Procore?

   Icon	Color	Definition
   	GREEN	The user has been granted this access permission level to the tool.
   	RED	The user has NOT been granted this access permission to the tool.
   	GREY	The user is either a Procore Administrator or has been granted permissions to the Procore tools in this company using a permissions template (see What is a permissions template?). To change the user's permission level to this tool, see Manage Company Permissions Templates.