Permissions Matrix

Directory

Learn which user permissions are required to take the described actions in this tool.

Important

Some actions that impact this tool are done in other Procore tools.

Permissions

| | The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.

Users can take the action with this permission level.

Users can take this action with this permission level AND one or more additional requirements, like granular permissions.

What granular permissions are available for the Company level Directory tool?

Important

A user who is granted 'Admin' level permissions on the Company level Directory tool is automatically granted 'Admin' permissions across all Project level and Company level tools.

Action	Read Only	Standard	Notes
Accept or Deny a User's Request to Join Your Company Web
Add a Company to a Project from the Company Directory Web	Create and Edit Companies	Create and Edit Companies
Add a Company to the Company Directory Web	Create and Edit Companies	Create and Edit Companies
Add a Distribution Group to the Company Directory Web
Add a User Account to the Company Directory Web	Create and Edit Users (Based on Assignable Permissions Templates)	Create and Edit Users (Based on Assignable Permissions Templates)	Users with granular permissions have the following limitations: Can only assign users to assignable company permissions templates. Can only assign users to projects that they are a part of.
Add a User to an Existing Company Web	Create and Edit Users (Based on Assignable Permissions Templates)	Create and Edit Users (Based on Assignable Permissions Templates)	Users with granular permissions have the following limitations: Can only assign users to assignable company permissions templates. Can only assign users to projects that they are a part of.
Add a User to a New Company Web	Create and Edit Users (Based on Assignable Permissions Templates) Create and Edit Companies	Create and Edit Users (Based on Assignable Permissions Templates) Create and Edit Companies	Users with granular permissions have the following limitations: Can only assign users to assignable company permissions templates. Can only assign users to projects that they are a part of.
Add a User to Future Projects in Your Company's Directory Web
Add a User to Future Projects in Your Company's Directory Web	Assign to Future Projects	Assign to Future Projects
Add a User to Projects in Your Company's Procore Account Web	Create and Edit Users (Based on Assignable Permissions Templates)	Create and Edit Users (Based on Assignable Permissions Templates)	Users with granular permissions can only add other users to projects that they have already been added to.
Add a User to Projects in Your Company's Procore Account Web	Add or Update Project Assignment	Add or Update Project Assignment
Add Insurance for a Vendor in the Company Directory Web	Create and Edit Companies	Create and Edit Companies
Add or Edit Sensitive Fields for People in Resource Planning Web	Create and Edit Users (Based on Assignable Permissions Templates)	Create and Edit Users (Based on Assignable Permissions Templates)	Users must also have 'Read Only' level permissions or higher to the Resource Planning tool with the 'Edit People Details' AND 'Edit People Sensitive Fields' granular permissions in the Resource Planning tool.
Add or Edit Resource Planning Tags Web	Create and Edit Users (Based on Assignable Permissions Templates)	Create and Edit Users (Based on Assignable Permissions Templates)	Users must also have 'Read Only' level permissions or higher to the Resource Planning tool with the 'Edit People Tags' granular permission in the Resource Planning tool.
Add People to Resource Planning Web	Create and Edit Users (Based on Assignable Permissions Templates)	Create and Edit Users (Based on Assignable Permissions Templates)	Users must also have 'Read Only' level permissions or higher to the Resource Planning tool with the 'Create People' granular permission in the Resource Planning tool.
Allow Users to Create New Projects Web
Assign a Company Permission Template to a User in the Company Directory Web	Create and Edit Users (Based on Assignable Permissions Templates)	Create and Edit Users (Based on Assignable Permissions Templates)	Users with granular permissions have the following limitations: Can only assign users to assignable company permissions templates. Can only assign users to projects that they are a part of. Cannot change permissions for Company Admins. The 'Company Permissions' section will be hidden for those users.
Assign a Default Project Permissions Template to a User in the Company Directory Web	Create and Edit Users (Based on Assignable Permissions Templates)	Create and Edit Users (Based on Assignable Permissions Templates)	Users with granular permissions have the following limitations: Must also have 'Read Only' level permissions or higher on the Project level Directory tool with the 'Manage Permission Templates (Assignable Only)' granular permission enabled. Can only assign other users assignable permissions templates.
Assign a Project Permissions Template to a User in the Company Directory Web	Create and Edit Users (Based on Assignable Permissions Templates)	Create and Edit Users (Based on Assignable Permissions Templates)	Users with granular permissions have the following limitations: Must also have 'Read Only' permissions or higher on the Project level Directory tool with the 'Manage Permission Templates (Assignable Only)' granular permission. Can only assign global or project specific permissions templates that are designated as assignable permissions templates for their own project permissions template. Can only update another user's project permissions template for projects that they have already been added to.
Assign Project Roles from the Company Directory Web	Create and Edit Users (Based on Assignable Permissions Templates)	Create and Edit Users (Based on Assignable Permissions Templates)
Change a User's Resource Planning Permissions Web	Create and Edit Users (Based on Assignable Permissions Templates)	Create and Edit Users (Based on Assignable Permissions Templates)	Users must also have 'Read Only' level permissions or higher to the Resource Planning tool with the 'Edit People Permissions and Type' granular permission in the Resource Planning tool.
Configure Advanced Settings: Company Directory Web
Customize the Column Display in the Directory Tool Web
Deactivate a Contact in the Company Directory Web	Create and Edit Users (Based on Assignable Permissions Templates)	Create and Edit Users (Based on Assignable Permissions Templates)
Deactivate a Company in the Company Directory Web	Create and Edit Companies	Create and Edit Companies
Deactivate User Accounts in the Company Directory Web	Create and Edit Users (Based on Assignable Permissions Templates)	Create and Edit Users (Based on Assignable Permissions Templates)
Delete a Distribution Group from the Company Directory Web
Designate an Insurance Manager for Your Procore Company Web	Create and Edit Users (Based on Assignable Permissions Templates)	Create and Edit Users (Based on Assignable Permissions Templates)
Download a vCard for a User Account in the Company Directory Web
Download a Company or User Import Template Web
Edit a Company in the Company Directory Web	Create and Edit Companies	Create and Edit Companies
Edit a Contact in the Company Directory Web	Create and Edit Users (Based on Assignable Permissions Templates)	Create and Edit Users (Based on Assignable Permissions Templates)
Edit a Distribution Group in the Company Directory Web
Edit a User Account in the Company Directory Web	Create and Edit Users (Based on Assignable Permissions Templates)	Create and Edit Users (Based on Assignable Permissions Templates)	Users with granular permissions have the following limitations: Can only assign users to assignable company permissions templates. Cannot change permissions for Company Admins. The 'Company Permissions' section will be hidden for those users.
Edit a User's Distribution Groups in the Company Directory Web	Create and Edit Users (Based on Assignable Permissions Templates)	Create and Edit Users (Based on Assignable Permissions Templates)
Edit a User's Email Address in the Company Directory Web
Edit a User's Login in the Company Directory Web
Edit Resource Planning Information for People Web	Create and Edit Users (Based on Assignable Permissions Templates)	Create and Edit Users (Based on Assignable Permissions Templates)	Users must also have 'Read Only' level permissions or higher to the Resource Planning tool with the 'Edit People' granular permission in the Resource Planning tool.
Export the Company Directory to CSV or PDF Web
Deactivate a Contact in the Company Directory Web	Create and Edit Users (Based on Assignable Permissions Templates)	Create and Edit Users (Based on Assignable Permissions Templates)
Deactivate a Company in the Company Directory Web	Create and Edit Companies	Create and Edit Companies
Invite or Re-invite a User to Procore Web	Create and Edit Users (Based on Assignable Permissions Templates)	Create and Edit Users (Based on Assignable Permissions Templates)
Manage Attachments for People in Resource Planning Web	Create and Edit Users (Based on Assignable Permissions Templates)	Create and Edit Users (Based on Assignable Permissions Templates)	Users must also have 'Read Only' level permissions or higher to the Resource Planning tool with the 'Edit People Attachments' granular permission in the Resource Planning tool.
Merge Companies Web
Reactivate a Contact in the Company Directory Web	Create and Edit Users (Based on Assignable Permissions Templates)	Create and Edit Users (Based on Assignable Permissions Templates)
Reactivate a Company in the Company Directory Web	Create and Edit Companies	Create and Edit Companies
Reactivate a User in the Company Directory Web	Create and Edit Users (Based on Assignable Permissions Templates)	Create and Edit Users (Based on Assignable Permissions Templates)
Refresh Bid Contacts for Connected Companies in the Company Directory Web	Create and Edit Companies	Create and Edit Companies
Remove an Existing User from Projects in Your Company's Procore Account Web	Create and Edit Users (Based on Assignable Permissions Templates)	Create and Edit Users (Based on Assignable Permissions Templates)	Users with granular permissions can only remove other users from projects that they are a part of.
Remove an Existing User from Projects in Your Company's Procore Account Web	Remove Project Assignment	Remove Project Assignment
Remove Company Insurance Web	Create and Edit Companies	Create and Edit Companies
Request Company and People Imports Web
Respond to a 'Welcome to Procore' Email Web
Search and Filter Active Users, Contacts, and Companies in the Company Directory Web
Search and Filter Inactive Companies in the Company Directory Web	Create and Edit Companies	Create and Edit Companies
Search and Filter Inactive Users and Contacts in the Company Directory Web	Create and Edit Users (Based on Assignable Permissions Templates)	Create and Edit Users (Based on Assignable Permissions Templates)
Send a Company or User Import Template to Procore Web
Send a Procore Company to ERP Integrations for Accounting Acceptance Web
Set Bidder Information at the Company Level Web	Create and Edit Companies	Create and Edit Companies
Switch Between Views in the Company Directory Web
Update Expiring Insurance for a Vendor in the Company Directory Web	Create and Edit Companies	Create and Edit Companies
View Company Details in the Company Level Directory Tool Web	Create and Edit Companies OR View Company Detail	Create and Edit Companies OR View Company Detail
View Merge Company History Web
View User Change History Web
View User Details in the Company Level Directory Tool Web	Create and Edit Users (Based on Assignable Permissions Templates) OR View User Detail	Create and Edit Users (Based on Assignable Permissions Templates) OR View User Detail

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Permissions Matrix

Directory

Important

Permissions

Important