Edit a Project Permissions Template
Background
Project permission templates let you quickly assign permissions to users for 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 a few kinds of project permissions templates.
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?
Things to Consider
You can grant task-based granular permissions for some tools. See Which Procore tools support granular permissions?
Some tools require specific granular permissions to be enabled for their permissions levels.
Prerequisites
Take one of the following actions:
Steps
Navigate to the company's Permissions tool.
Click the Project Permissions Templates tab.
Next to the permissions template, click Actions and select Edit Template.
For each Project level Procore tool, select the permission level for the template:
None. Grants no access to the Procore tool.
Read Only. Grants read-only access to the Procore tool.
If available, mark the checkbox for any granular permission you want to grant.
Standard. Grants standard access to the Procore tool.
If available, mark the checkbox for any granular permission you want to grant.
Admin. Grants admin access to the Procore tool.
Click Save and select from the following:
Save.
Save & Return to Company Permissions.
Beta
Company Administrators can enable the New Permissions User Interface beta in Procore Explore. (US 2 | UK)
Navigate to the company's Permissions tool.
Click the Project Permissions Templates tab.
Click the template name.
Configure Permissions for each tool.
Tips
For granting default Read Only, Standard, or Admin without granular permissions:
Single Tool - Select the permissions level from the dropdown menu in the 'Permission Level' column.
Bulk Update - Mark the tools' checkboxes and select the permissions level under the 'Search' bar.
Click Configure next to the tool.
Select None, Read Only, Standard, or Admin.
To grant additional permissions, mark the checkbox next to each granular permission.
Click Save Configuration.
Repeat step 6 for each tool.
Click Save and Apply.
Click Save and Apply to confirm.