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.

需要考虑的事项

Prerequisites

Steps

  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.

See Also

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