After you've created your permission templates in Procore, you can assign those templates to end users from either the Company or Project Directory. This article shows you how to assign templates to users in the Company Directory.
Things to Consider
Required User Permissions:
'Admin' level permissions on the company's Directory tool.
Set the User's Default Permission Template for New Projects
In the 'New Project Settings' area, click
Click Apply to close the 'Select Default Permission Template' window. Now, when you add the user to a new Procore project, the settings for the selected template will be applied to the user's profile on the new project.
If you want to automatically add the user to all new projects in your company's Procore account, place a mark in the Add <User Name> to All New Projects in <Company Name> checkbox. This checkbox is cleared by default.
If you want to provide the user with the permission to create new projects using the Company Directory tool, place a mark in the Allow <User Name> to Create New Projects checkbox. This checkbox is cleared by default. (Note: Selecting this option automatically provides the user with full administrative access permission to the projects that he or she creates in Procore).
Change the User's Permission Templates for Current Projects
The 'Current Project Settings' list shows all of the Procore projects to which the user has been granted access. It also shows the user's current template assignment for each project. You can change the permission template assignment as follows:
In the 'Current Project Settings' list, click the Change Template link.
This reveals the 'Select a Project Permission Template' window.
Apply this Template to All projects <User Name> Belongsto checkbox. The default setting for this checkbox is cleared.
if you choose a project permission template from the Template list, this checkbox will have no effect on the user's other project template assignments.
Click Apply to close the 'Select Default Permission Template' window. Note: If you placed a mark in the 'Apply this Template to All Projects' checkbox, the system displays a confirmation message. Click OK to confirm the template change.
The system applies the template change to the user's project(s) as specified.
Procore Technologies, Inc., the world's number one most widely used construction management software, helps firms drastically increase project efficiency and accountability by streamlining and mobilizing project communication and documentation. Hundreds of thousands of registered Procore users manage all types of construction projects including industrial plants, office buildings, apartment complexes, university facilities, retail centers, and more.