To add a new permission template to the company's Directory tool.
In Procore, Role-Based Permissions (RBP) are used to manage user access to different Procore tools. Access for each role is defined in a permission template. By default, Procore provides its client's with several role-based permission templates (see What is a permission template? and What are the default permission templates in Procore?).
Should your company or project require unique permission templates to fit specific roles in your environment, use the steps below to add a new permission template to the Company Directory tool. You can create two types of permission templates in the Company level Directory tool:
Permission templates must be added and edited in the Company level Directory tool.