Edit 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.

Things to Consider

Required User Permissions
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

Create a Company Permissions Template

Steps

Navigate to the company's Permissions tool.
Click the Company Permissions Templates tab.
Next to the permissions template, click Actions and select Edit Template.
For each Company 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, click the expand mark the checkbox for any granular permission you want to grant.
- Standard. Grants standard access to the Procore tool.
  - If available, click the expand mark the checkbox for any granular permission you want to grant.
- Admin. Grants admin access to the Procore tool.
  Tip
  To make users with this permissions template a Company Administrator, select 'Admin' permissions for the Company level Directory tool. This gives them 'Admin' level permissions for all Company level tools and Project level tools for projects that they are added to.
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 Company Permissions Templates tab.
Click the template name.
Configure permissions for each tool.
1. Select None, Read Only, Standard, or Admin.
  Bulk Update
  To bulk grant Read Only, Standard, or Admin without granular permissions, mark the tools' checkboxes and click the permissions level.
2. To grant additional permissions, mark the checkbox next to the granular permission.
  Notes
  Actions marked with a gray 'x' cannot be assigned as granular permissions. To perform these actions, users must have 'Standard' or 'Admin' level access to the tool.
  If available, click the notepad icon to view details about that granular permission.
3. Click X to close the panel or continue editing other tools. Procore saves all changes when you save the template.
Repeat step 4 for each tool.
Click Save and Apply.
Click Save and Apply to confirm.