Edit a Project Permissions Template

Project permission templates let you quickly assign permissions to users for project 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.

There are a few kinds of project permissions templates.

• Global Permissions Templates

  • Can be assigned for any project in your company's Procore account.

  • Can be set as a user's Default Permissions Template, which will automatically apply it to all future projects.

  • Procore provides a set of default project permissions templates.

• Project-Specific Permission Templates

  • Can only be assigned to users for a specific project.​

• Assignable Project Permissions Templates

  • A subset of project permissions templates that can be assigned by users with a lower level of permissions. See What is an assignable permissions template?

• Required User Permissions

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

Take one of the following actions:

• Create a Project Permissions Template

• Create a Project Specific Permissions Template from the Project Directory

1. Navigate to the company's Permissions tool.

2. Click the Project Permissions Templates tab.

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

4. For each Project 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, mark the checkbox for any granular permission you want to grant.

   • Standard. Grants standard access to the Procore tool.

     • If available, mark the checkbox for any granular permission you want to grant.

   • Admin. Grants admin access to the Procore tool.

5. Click Save and select from the following:

   • Save.

   • Save & Return to Company Permissions.