Manage Assignable Project Permissions Templates in the Permissions Tool

Permissions templates are the main way to manage user access to Procore tools. While Admin users can assign any template, sometimes users with lower permissions also need to assign permissions. However, users with lower level permissions can only assign permissions templates that have been specified by the Admin. These are 'assignable permissions templates'.

To learn more, see What is an assignable permissions template?

• 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. Next to the permission template, click Actions and select Manage Assignable Templates.

4. Mark the checkbox next to each template you want users with the permissions template you are editing to be able to assign to others. See What is an assignable permissions template?

5. Click Save and select one of the following options:

   1. Save.

   2. Save & Return to Edit Template.

   3. Save & Return to Project Permissions.