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Assign a Permission Template to a User in the Company Directory

Objective

How to assign a '(Company)' or '(Project)' permission template to a user in your company's Directory tool.

Background

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?).

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.
  • Prerequisites
  • Additional Information:
    • Permission levels (e.g., None, Read Only, Standard, Admin) define what information users can edit and see in each Procore tool. 

Steps

  1. Navigate to the company's Directory tool.
    This reveals the Company Directory page. 
  2. Locate the user in the Company Directory's list. 
  3. Click Edit.



    This reveals the user's Edit Contact Information page. 
  4. Scroll down to the 'Project Settings' area and configure the following options:

Set the User's Default Permission Template for New Projects

  1. In the 'New Project Settings' area, click







  2.  
  3. 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.
  4. 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.  
  5. 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:

  1. 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> Belongs to 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.


       
  2. 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. 

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Last modified
13:17, 10 Feb 2017

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