创建项目权限模板

背景

项目权限模板可让你快速为用户分配项目级别工具权限。你可以为用户分配对每个项目级别工具的"无"、"只读"、"标准"或"管理员"访问权限。对于某些工具，你还可以分配细分权限以执行特定操作。

Procore 中有两种类型的项目权限模板:

所需的用户权限
Procore 的权限级别（无、只读、标准和管理员）定义了用户可以执行的操作，以及他们可以在每个 Procore 工具中查看的信息。
你可以为某些工具授予基于任务的细分权限。请参阅哪些 Procore 工具支持细分权限？
从项目目录工具中，你可以创建特定于项目的权限模板。请参阅从项目目录创建项目特定权限模板。
项目权限模板不能与公司权限模板同名。
Some tools require specific granular permissions to be enabled for their permissions levels.

导航到公司的权限工具。
点击项目权限模板标签页。
Click Create Project Permissions Template.
Select the type of project permissions template.
- Project (Global) - Assignable to All Projects.
- Project (Specific) - Assignable to a Specific Project
输入模板的名称。
点击确认。
If you selected 'Project (Specific) - Assignable to a Specific Project', click Select next to the project you want to create a new permissions template for.

Beta

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
  1. Select Global or Project-specific.
  2. If you selected Project-specific, select the project.
Click Confirm and Create Template.
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 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.
Repeat step 6 for each tool.
Click Save and Apply.
Click Save and Apply to confirm.