Grant Granular Permissions in a Project Permissions Template

Project permissions templates are used to create a set of permissions that can be assigned to multiple users. Project permission levels are 'None', 'Read Only', 'Standard', and 'Admin'. Each of those levels allows users to perform a certain set of actions and view certain information.

Granular permissions can be granted to users with 'Read Only' or 'Standard' level access to a tool through permissions templates to allow them to perform additional specific actions, or view specific additional information.

• Required User 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. Click Actions next to the template you want to grant granular permissions for and select Edit Template.

4. Select the button in the Read Only or Standard column on the row for the supported tool you want to grant granular permissions for.

5. If available, click the expand mark the checkbox for any granular permission you want to grant. See Which Procore tools support granular permissions?

6. Click Save.

• Assign a Project Permissions Template to a User in the Company Directory

• Assign a Project Permissions Template to a User in the Project Directory