Edit Permissions Templates for Resource Planning

The Procore Permissions tool helps you manage user access. You can create templates to give specific roles permission to different Procore tools.

The Resource Planning tool has it's own set of permissions templates that give access to specific actions within the Resource Planning tool. There are four standard permissions templates in Resource Planning. You can use or edit these permission templates, or create your own based on the available granular permissions. See What granular permissions are available for the company's Resource Planning tool?

• Required User Permissions

• Users can only be assigned one permissions template in Resource Planning.

• The 'Admin' template cannot be edited or deleted.

• You can click the info icon next to each granular permission to see details.

• Create Permissions Templates for Resource Planning

1. Navigate to the Company level Resource Planning tool.

2. Click the Configure Settings icon.

3. Click Permissions.

4. Locate the permissions template that you want to edit and click Edit.

5. Update the Name of the permissions template.

6. Mark the checkbox for each granular permission you want to enable or disable on the permissions template.

7. Click Save.