Update User Permissions in Procore

Things to Consider

Steps

  1. Navigate to the Company level Directory tool.

  2. Click the Users tab.

  3. Click Edit next to the user whose permissions you want to change.

  4. Scroll to the Company Permissions Templates area.

  5. Select permissions

    • Select a permissions template (recommended).
      Note: Users with the granular permission can only grant access to company tools by assigning users to an assignable permissions template.

    • Select Do Not Apply a Permission Template.

      1. Using the radio dials, select the permission level you want to assign to the user for each company tool.

  6. Click Save or Save And Send Invitation to Procore.

Update User Permissions in Resource Planning
Invite Users to Procore