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Procore

Directory: New 'Request Company and People Imports' Granular Permission

Published: March 2, 2018

New 'Request Company and People Imports' Granular Permission

Procore has released a new granular permission named 'Request Company and People Imports' to provide Procore Administrators (i.e., users with 'Admin' level permission to the Company Directory) with the capability to delegate the task of submitting requests for importing user and company/vendor data on your company or project account to another user with 'Standard' permission on the Project Directory. 

Example

request-co-people-imports.png

Why is this important?

This new feature provides Procore Administrators with the ability to:

Details

For step-by-step instructions about how to grant a new granular permission, see Grant Granular Permissions in a Permission Template. The example below shows you the new 'Request Company and People Imports' permission for the Directory tool. 

  • Mark one (1) or more of the following checkboxes in the Granular Permissions area:
    Note: To learn about the different tasks that can be performed for the permission level you specified, see the Permissions page for the Project Directory. 

    directorygp-crews1.jpg
    ​​​

 

See Also

For more information about granular permissions: