Directory

公司目录

了解执行此工具中描述的操作需要哪些用户权限。

重要提示

Some actions that impact this tool are done in other Procore tools.

权限

| | The action is available on Procore's Web, iOS, and/or Android application.

Icon Mindtouch Table Check Users can take the action with this permission level.

Icon Mindtouch Table Check Gp Users can take this action with this permission level AND one or more additional requirements, like granular permissions.

公司级别目录工具有哪些细分权限？

 Important

A user who is granted 'Admin' level permissions on the Company level Directory tool is automatically granted 'Admin' permissions across all Project level and Company level tools.

Company Directory Tutorials
Action

None

Read Only

Standard

Admin

Notes

Accept or Deny a User's Request to Join Your Company
Web

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Add a Company to a Project
Web

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  • Create and Edit Companies

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  • Create and Edit Companies

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Add a Company to the Company Directory
Web

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  • Create and Edit Companies

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  • Create and Edit Companies

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Add a Distribution Group to the Company Directory
Web

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Add a User Account to the Company Directory
Web

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  • Create and Edit Users (Based on Assignable Permissions Templates)

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  • Create and Edit Users (Based on Assignable Permissions Templates)

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Users with granular permissions have the following limitations:

Add a User to a Company

Web

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  • Create and Edit Users (Based on Assignable Permissions Templates)

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  • Create and Edit Users (Based on Assignable Permissions Templates)

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Users with granular permissions have the following limitations:

Add a User to Future Projects in Your Company's Directory (Beta)
Web

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  • Assign to Future Projects

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  • Assign to Future Projects

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Add a User to Projects in Your Company's Procore Account (Option 1)
Web

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  • Create and Edit Users (Based on Assignable Permissions Templates)

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  • Create and Edit Users (Based on Assignable Permissions Templates)

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Users with granular permissions can only add other users to projects that they are members of.

Add a User to Projects in Your Company's Procore Account (Option 2, Beta)
Web

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  • Add or Update Project Assignment

AND

  • View User Detail

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  • Add or Update Project Assignment

AND

  • View User Detail

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Users with granular permissions can only add other users to projects that they are members of.

Add Insurance for a Vendor in the Company Directory
Web

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  • Create and Edit Companies

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  • Create and Edit Companies

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Add or Edit Sensitive Fields for People in Resource Planning
Web

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  • Create and Edit Users (Based on Assignable Permissions Templates)

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  • Create and Edit Users (Based on Assignable Permissions Templates)

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Users must also have 'Read Only' level permissions or higher to the Resource Planning tool with the 'Edit People Details' AND 'Edit People Sensitive Fields' granular permissions in the Resource Planning tool.

Add or Edit Resource Planning Tags
Web

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  • Create and Edit Users (Based on Assignable Permissions Templates)

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  • Create and Edit Users (Based on Assignable Permissions Templates)

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Users must also have 'Read Only' level permissions or higher to the Resource Planning tool with the 'Edit People Tags' granular permission in the Resource Planning tool.

Add People to Resource Planning
Web

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  • Create and Edit Users (Based on Assignable Permissions Templates)

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  • Create and Edit Users (Based on Assignable Permissions Templates)

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​​​​​​​Users must also have 'Read Only' level permissions or higher to the Resource Planning tool with the 'Create People' granular permission in the Resource Planning tool.

Allow Users to Create New Projects
Web

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Assign a Company Permission Template to a User in the Company Directory
Web

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  • Create and Edit Users (Based on Assignable Permissions Templates)

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  • Create and Edit Users (Based on Assignable Permissions Templates)

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Users with granular permissions have the following limitations:

  • Can only assign users to assignable company permissions templates.

  • Can only assign users to projects that they are a part of.

  • Cannot change permissions for Company Admins. The 'Company Permissions' section will be hidden for those users.

Assign a Default Project Permissions Template to a User in the Company Directory
Web

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  • Create and Edit Users (Based on Assignable Permissions Templates)

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  • Create and Edit Users (Based on Assignable Permissions Templates)

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Users with granular permissions have the following limitations:

  • Must also have 'Read Only' level permissions or higher on the Project level Directory tool with the 'Manage Permission Templates (Assignable Only)' granular permission enabled.

  • Can only assign other users assignable permissions templates.

Assign a Project Permissions Template to a User in the Company Directory (Option 1)
Web

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  • Create and Edit Users (Based on Assignable Permissions Templates)

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  • Create and Edit Users (Based on Assignable Permissions Templates)

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Users with granular permissions have the following limitations:

  • Must also have 'Read Only' permissions or higher on the Project level Directory tool with the 'Manage Permission Templates (Assignable Only)' granular permission.

  • Can only assign global or project specific permissions templates that are designated as assignable permissions templates for their own project permissions template.

  • Can only update another user's project permissions template for projects that they have already been added to.

Assign a Project Permissions Template to a User in the Company Directory (Option 2, Beta)
Web

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  • Add or Update Project Assignment

AND

  • View User Detail

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  • Add or Update Project Assignment

AND

  • View User Detail

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Users with granular permissions have the following limitations:

  • Must also have 'Read Only' permissions or higher on the Project level Directory tool with the 'Manage Permission Templates (Assignable Only)' granular permission.

  • Can only assign global or project specific permissions templates that are designated as assignable permissions templates for their own project permissions template.

  • Can only update another user's project permissions template for projects that they have already been added to.

Assign Project Roles from the Company Directory (Option 1)
Web

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  • Create and Edit Users (Based on Assignable Permissions Templates)

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  • Create and Edit Users (Based on Assignable Permissions Templates)

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Assign Project Roles from the Company Directory (Option 2, Beta)
Web

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  • Add or Update Project Assignment

AND

  • View User Detail

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  • Add or Update Project Assignment

AND

  • View User Detail

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Change a User's Resource Planning Permissions
Web

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  • Create and Edit Users (Based on Assignable Permissions Templates)

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  • Create and Edit Users (Based on Assignable Permissions Templates)

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​​​​​​​Users must also have 'Read Only' level permissions or higher to the Resource Planning tool with the 'Edit People Permissions and Type' granular permission in the Resource Planning tool.

Configure Advanced Settings: Company Directory
Web

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Customize the Column Display in the Directory Tool
Web

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Deactivate a Contact in the Company Directory
Web

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  • Create and Edit Users (Based on Assignable Permissions Templates)

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  • Create and Edit Users (Based on Assignable Permissions Templates)

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Deactivate a Company in the Company Directory
Web

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  • Create and Edit Companies

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  • Create and Edit Companies

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Deactivate User Accounts in the Company Directory
Web

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  • Create and Edit Users (Based on Assignable Permissions Templates)

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  • Create and Edit Users (Based on Assignable Permissions Templates)

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Delete a Distribution Group from the Company Directory
Web

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Designate an Insurance Manager for Your Procore Company
Web

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  • Create and Edit Users (Based on Assignable Permissions Templates)

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  • Create and Edit Users (Based on Assignable Permissions Templates)

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Download a vCard for a User Account in the Company Directory
Web

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Download a Company or User Import Template
Web

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Edit a Company in the Company Directory
Web

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  • Create and Edit Companies

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  • Create and Edit Companies

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Edit a Contact in the Company Directory
Web

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  • Create and Edit Users (Based on Assignable Permissions Templates)

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  • Create and Edit Users (Based on Assignable Permissions Templates)

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Edit a Distribution Group in the Company Directory
Web

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Edit a User Account in the Company Directory
Web

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  • Create and Edit Users (Based on Assignable Permissions Templates)

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  • Create and Edit Users (Based on Assignable Permissions Templates)

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Users with granular permissions have the following limitations:

Edit a User's Distribution Groups in the Company Directory
Web

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  • Create and Edit Users (Based on Assignable Permissions Templates)

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  • Create and Edit Users (Based on Assignable Permissions Templates)

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Edit a User's Email Address in the Company Directory
Web

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Edit a User's Login in the Company Directory
Web

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Edit Resource Planning Information for People
Web

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  • Create and Edit Users (Based on Assignable Permissions Templates)

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  • Create and Edit Users (Based on Assignable Permissions Templates)

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​​​​​​​Users must also have 'Read Only' level permissions or higher to the Resource Planning tool with the 'Edit People' granular permission in the Resource Planning tool.

Export the Company Directory to CSV or PDF
Web

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Invite or Re-invite a User to Procore
Web

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  • Create and Edit Users (Based on Assignable Permissions Templates)

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  • Create and Edit Users (Based on Assignable Permissions Templates)

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Manage Attachments for People in Resource Planning
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  • Create and Edit Users (Based on Assignable Permissions Templates)

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  • Create and Edit Users (Based on Assignable Permissions Templates)

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​​​​​​​Users must also have 'Read Only' level permissions or higher to the Resource Planning tool with the 'Edit People Attachments' granular permission in the Resource Planning tool.

Manage Bid Contacts
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  • Create and Edit Companies

OR

  • Manage Bid Contacts

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  • Create and Edit Companies

OR

  • Manage Bid Contacts

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Merge Companies
Web

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Reactivate a Contact in the Company Directory
Web

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  • Create and Edit Users (Based on Assignable Permissions Templates)

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  • Create and Edit Users (Based on Assignable Permissions Templates)

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Reactivate a Company in the Company Directory
Web

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  • Create and Edit Companies

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  • Create and Edit Companies

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Reactivate a User in the Company Directory
Web

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  • Create and Edit Users (Based on Assignable Permissions Templates)

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  • Create and Edit Users (Based on Assignable Permissions Templates)

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Refresh Bid Contacts for Connected Companies in the Company Directory
Web

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  • Create and Edit Companies

OR

  • Manage Bid Contacts

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  • Create and Edit Companies

OR

  • Manage Bid Contacts

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Remove a User from Projects (Option 1)
Web

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  • Create and Edit Users (Based on Assignable Permissions Templates)

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  • Create and Edit Users (Based on Assignable Permissions Templates)

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Users with granular permissions can only remove other users to projects that they are members of.

Remove a User from Projects (Option 2, Beta)
Web

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  • Remove Project Assignment

AND

  • View User Detail

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  • Remove Project Assignment

AND

  • View User Detail

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Users with granular permissions can only remove other users to projects that they are members of.

Remove Company Insurance
Web

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  • Create and Edit Companies

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  • Create and Edit Companies

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Respond to a 'Welcome to Procore' Email
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Search and Filter Users, Contacts, and Companies in the Company Directory (Active)
Web

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Search and Filter Companies in the Company Directory (Inactive)
Web

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  • Create and Edit Companies

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  • Create and Edit Companies

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Search and Filter Users and Contacts in the Company Directory (Inactive)
Web

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  • Create and Edit Users (Based on Assignable Permissions Templates)

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  • Create and Edit Users (Based on Assignable Permissions Templates)

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Send a Company or User Import Template to Procore
Web

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Set Bidder Information at the Company Level
Web

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  • Create and Edit Companies

OR

  • Manage Bid Contacts

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  • Create and Edit Companies

OR

  • Manage Bid Contacts

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Update Expiring Insurance for a Vendor in the Company Directory
Web

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  • Create and Edit Companies

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  • Create and Edit Companies

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View Company Details in the Company Level Directory Tool
Web

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  • Create and Edit Companies

OR

  • View Company Detail

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  • Create and Edit Companies

OR

  • View Company Detail

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View Merge Company History
Web

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View User Change History
Web

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View User Details in the Company Level Directory Tool
Web

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  • Create and Edit Users (Based on Assignable Permissions Templates)

OR

  • View User Detail

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  • Create and Edit Users (Based on Assignable Permissions Templates)

OR

  • View User Detail

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