Create a Company Permissions Template
Company permission templates let you quickly assign permissions to users for company level tools. You can assign users 'None', 'Read Only', 'Standard', or 'Admin' access to each company level tool. For some tools, you can also assign granular permissions to perform specific actions.
Things to Consider
Procore's permission levels (None, Read Only, Standard, and Admin) define what actions users can perform and what information they can view in each Procore tool. See the User Permissions Matrix.
You can grant task-based granular permissions for some tools. See Which Procore tools support granular permissions?
Granular permissions for Resource Planning are managed in the Resource Planning Tool.
Some tools require specific granular permissions to be enabled for their permissions levels.
A company permissions template cannot have the same name as a project permissions template.
Steps
Navigate to the company's Permissions tool.
Click the Company Permissions Templates tab.
Click Create Company Permissions Template.
Enter a name for the company permissions template.
Click Confirm.
Company Administrators can enable the New Permissions User Interface beta in Procore Explore. (US 2 | UK)
Navigate to the company's Permissions tool.
Click Create Template.
Enter the template's name.
Select whether the template is for company or project level tools.
Company Level Template
Project Level Template
Select Global or Project-specific.
If you selected Project-specific, select the project.
Click Confirm and Create Template.
Configure permissions for each tool.
Bulk UpdateTo bulk grant Read Only, Standard, or Admin without granular permissions, mark the tools' checkboxes and click the permissions level.
Select None, Read Only, Standard, or Admin.
To grant additional permissions, mark the checkbox next to the granular permission.
NotesActions 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
icon to view details about that granular permission.
Click X to close the panel or continue editing other tools. Procore saves all changes when you save the template.
Repeat step 6 for each tool.
Click Save and Apply.
Click Save and Apply to confirm.