Configure a Company Permission Template

To give your users access to the Resource Planning tool, you must create a permissions template giving users 'Read Only' access or higher to the Resource Planning tool.

If you already have existing permissions templates in Procore's Permissions tool, follow the steps to edit the permissions template, granting 'Read Only' level permissions to the Resource Planning tool. Otherwise, follow these steps to create a new Company Permissions template, with 'Read Only' level permissions to the Resource Planning tool.

Create a Company Permissions Template

 Note

You must have 'Admin' level permissions on the company's Permissions tool to create permissions templates.

  1. Navigate to the company's Permissions tool.

  2. Click the Company Permissions Templates tab.

  3. Click Create Company Permissions Template.

  4. Enter a name for the company permissions template.

  5. Click Confirm.

Beta

Company Administrators can enable the New Permissions User Interface beta in Procore Explore. (US 2 | UK)

  1. Navigate to the company's Permissions tool.

  2. Click Create Template.

  3. Enter the template's name.

  4. Select whether the template is for company or project level tools.

    • Company Level Template

    • Project Level Template

      1. Select Global or Project-specific.

      2. If you selected Project-specific, select the project.

  5. Click Confirm and Create Template.

  6. Configure permissions for each tool.

    Bulk Update

    To bulk grant Read Only, Standard, or Admin without granular permissions, mark the tools' checkboxes and click the permissions level.

    1. Select None, Read Only, Standard, or Admin.

    2. To grant additional permissions, mark the checkbox next to the granular permission.

      Notes

      • Actions marked with a gray 'x' cannot be assigned as granular permissions. To perform these actions, users must have 'Standard' or 'Admin' level access to the tool.

      • If available, click the notepad NotepadList icon to view details about that granular permission.

    3. Click X to close the panel or continue editing other tools. Procore saves all changes when you save the template.

  7. Repeat step 6 for each tool.

  8. Click Save and Apply.

  9. Click Save and Apply to confirm.

Edit a Company Permissions Template

  1. Navigate to the company's Permissions tool.

  2. Click the Company Permissions Templates tab.

  3. Next to the permissions template, click Actions and select Edit Template.

  4. For each Company level Procore tool, select the permission level for the template:

    • None. Grants no access to the Procore tool.

    • Read Only. Grants read-only access to the Procore tool.

      • If available, click the expand Icon Arrow Expand mark the checkbox for any granular permission you want to grant.

    • Standard. Grants standard access to the Procore tool.

      • If available, click the expand Icon Arrow Expand mark the checkbox for any granular permission you want to grant.

    • Admin. Grants admin access to the Procore tool.

      提示

      • 要使具有此权限模板的用户成为公司管理员，请为公司级别目录工具选择"管理员"权限。这为他们提供了对他们添加到的项目的所有公司级别工具和项目级别工具的"管理员"级别权限。

  5. Click Save and select from the following:

    • Save.

    • Save & Return to Company Permissions.

Beta

Company Administrators can enable the New Permissions User Interface beta in Procore Explore. (US 2 | UK)

  1. Navigate to the company's Permissions tool.

  2. Click the Company Permissions Templates tab.

  3. Click the template name.

  4. Configure permissions for each tool.

    1. Select None, Read Only, Standard, or Admin.

      Bulk Update

      To bulk grant Read Only, Standard, or Admin without granular permissions, mark the tools' checkboxes and click the permissions level.

    2. To grant additional permissions, mark the checkbox next to the granular permission.

      Notes

      • Actions marked with a gray 'x' cannot be assigned as granular permissions. To perform these actions, users must have 'Standard' or 'Admin' level access to the tool.

      • If available, click the notepad NotepadList icon to view details about that granular permission.

    3. Click X to close the panel or continue editing other tools. Procore saves all changes when you save the template.

  5. Repeat step 4 for each tool.

  6. Click Save and Apply.

  7. Click Save and Apply to confirm.

What are User Permissions?
Considerations and Best Practices for Resource Planning Templates