Create a Company Permissions Template

Company permission templates let you quickly assign permissions to users for company 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.

• Required User Permissions

• Procore's permission levels (None, Read Only, Standard, and Admin) define what actions users can perform and what information they can view in each Procore tool. See theUser Permissions Matrix.

• You can grant task-based granular permissions for some tools. See Which Procore tools support granular permissions?

• A company permissions template cannot have the same name as a project permissions template.

1. Navigate to the company's Permissions tool.

2. Click the Company Permissions Templates tab.

3. Click Create Company Permissions Template.

4. Enter a name for the company permissions template.

5. Click Confirm.

• Edit a Company Permissions Template