编辑资源计划的权限模板

Background

The Procore Permissions tool helps you manage user access. You can create templates to give specific roles permission to different Procore tools.

The Resource Planning tool has it's own set of permissions templates that give access to specific actions within the Resource Planning tool. There are four standard permissions templates in Resource Planning. You can use or edit these permission templates, or create your own based on the available granular permissions. See What granular permissions are available for the company's Resource Planning tool?

 Important

To access the Resource Planning tool, users must also have 'Read Only' level permissions or higher to the Resource Planning tool. This is set by creating and applying a permission template in Procore's Permissions tool:

  1. Create a Company Permissions Template

  2. Assign a Company Permissions Template to One or More Users

需要考虑的事项

  • 所需用户权限

  • 在资源规划中只能为用户分配一个权限模板。

  • 无法编辑或删除"管理员"模板。

  • 你可以点击信息Icon Info Black Ios每个细分权限旁边的图标以查看详细信息。

 Important

To access the Resource Planning tool, users must also have 'Read Only' level permissions or higher to the Resource Planning tool. This is set by creating and applying a permission template in Procore's Permissions tool:

  1. Create a Company Permissions Template

  2. Assign a Company Permissions Template to One or More Users

先决条件

步骤

  1. 导航到公司级别资源计划工具。

  2. 点击配置设置Icons Settings Gear图标。

  3. 点击权限

  4. 找到要编辑的权限模板,然后点击编辑

  5. 更新权限模板的名称

  6. 选中要在权限模板上启用或禁用的每个细分权限的复选框。

  7. 点击保存

See Also

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