Set User Permissions for the Instructions Tool

Things to Consider

  • Required User Permissions:

    • To create an instruction, 'Admin' level permission on the project's Instructions tool.

  • Additional Information:

    • This tool has been developed specifically for Procore clients in Australia, New Zealand, and Canada.

Steps

  1. Navigate to the project's Instructions tool.

  2. Click the Configure Settings icons-settings-gear.png icon.

  3. In the right sidebar, click Permissions Table.

  4. Set the user's access permission level for tool by clicking the icon in the desired column so a GREEN checkmark appears:

    Les icônes à code couleur dans la zone Autorisations utilisateur indiquent le niveau d’autorisation d’accès de l’utilisateur à l’outil. Pour en savoir plus, consultez Quels sont les niveaux d’autorisation par défaut dans Procore ?

    Icon

    Color

    Definition

    icon-permissions-access-check.png

    GREEN

    The user has been granted this access permission level to the tool.

    icon-permissions-no-access-x.png

    RED

    The user has NOT been granted this access permission to the tool.

    icon-permissions-admin-x.png

    GREY

    The user is either a Procore Administrator or has been granted permissions to the Procore tools on this project using a permissions template (see What is a permissions template?).

See Also

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