Change a User's Permissions to Company Tools in the Company Directory

Things to Consider

Required User Permissions
To make a user a , select 'Admin' permissions for the Company level Directory tool (or select a permissions template with these permissions). This gives them 'Admin' level permissions for all Company level tools and Project level tools for projects that they are added to.
Users with granular permissions cannot change permissions for Company Admins. The 'Company Permissions' section will be hidden for those users.
Granular permissions can only be assigned to users through company permissions templates created in the company's Permissions tool. See Edit a Company Permissions Template.

Add a User Account to the Company Directory
Optional: Create a Company Permissions Template
Note: If the user has 'Admin' level permissions to the Company Directory, they do not need a permissions template.

Navigate to the Company level Directory tool.
Click the Users tab.
Click Edit next to the user whose permissions you want to change.
Scroll to the Company Permissions Templates area.
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.
Click Save or Save And Send Invitation to Procore.