Edit 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.

• 所需的用户权限

• 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？

• Some tools require specific granular permissions to be enabled for their permissions levels.

• Create 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 mark the checkbox for any granular permission you want to grant.

   • Standard. Grants standard access to the Procore tool.

     • If available, click the 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.