Export Project Permissions Template Assignments

The project permissions template assignment export allows you to review a selection of user data including the project permissions templates assigned to all users in all of your company's Procore projects.

• Required User Permissions

1. Navigate to the company's Permissions tool.

2. Click the Project Permissions Templates tab.

3. Click Reporting and select Template Assignment Export-CSV.

4. When the file is ready to be downloaded, Procore sends you an email with 'Your Permission Template Assignment Export for [Company Name] CSV is ready' in the subject line.

5. Click the file name link in the email. The following information is available for users in each project:

   • Company. Your company's name.

   • Project Name. The Procore project name.

   • Project ID. The Procore project ID number.

   • Template. The permissions template assignment for the user on the project.
     Note: If no template has been assigned, this field is blank.

   • Email. The email address for the user.

   • First Name. The first name of the user.

   • Last Name. The last name of the user.

   • Full Name. The user's full name.

   • Job Title. The user's job title as entered on their user account profile in the Project level or Company level Directory tool.

   • Is Employee. Indicates whether or not the user has been designated as an employee of your company.

   • Has Project Creation Override. Indicates whether or not the user has been granted permission to create projects.