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.

• Required User Permissions

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

• Create a Company Permissions Template

1. Navigate to the company's Permissions tool.

2. Click the Company Permissions Templates tab.

3. Next to the permissions template, click Actions and select Edit Template.

4. 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.

5. Click Save and select from the following:

   • Save.

   • Save & Return to Company Permissions.