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How do I create a new project permission template from a Project Directory?

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Answer

If you are a user with 'Admin' permission to the Project Directory, you can follow the steps in Create a Project Permission Template from the Project Directory. This ONLY creates a new template. To modify the access permissions defined in your newly created project permission template, you must be one of your company's designated Procore Administrators. This person can then follow the steps in Edit a Permission Template in the Company Directory

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Last modified
15:41, 27 Jul 2017

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