This documentation details alpha, beta, and other prerelease software, and its accuracy and reliability is not guaranteed by Procore Technologies, Inc. It is being provided online for internal use and evaluation by authorized Procore Beta Participants only. To determine if your company is a Procore Beta Participant, please contact your Procore Procore point of contact. Procore is not responsible for and expressly disclaims all warranties of any kind with respect to this documentation and will not be responsible for any harm, loss, costs, or damages incurred due to its use.
To provide Procore clients with more flexibility for managing Role-Based Permissions (RBP) using the permission templates feature, the 'Granular Permissions' feature is in Beta. For client's who are participating in the Beta Program (see How do I become a Beta Program Participant?), users with 'Admin' level permission to the Company Directory can now add task-specific privileges for roles that have been assigned 'Standard' level permission on the supported tools.
Prior to the Granular Permissions option, users with 'Standard' level permission could create new folders in the Documents tool, but did not have the ability to rename those folders. If they inadvertently misnamed a folder, they would then have to contact a user with 'Admin' level permission to make the correction for them. With the Granular Permissions option, the privilege to perform the renaming task can now be granted to 'Standard' users via a role-based permission template.
The primary goals for this Beta Program are as follows:
In order to become a Beta Program Participant, you will need to select one (1) or more projects in your company's Procore account to test the feature. When accepted to the program, a member of the Procore team will enable the Granular Permissions on your company's Procore account. To submit a request to particpate, send an email to: email@example.com
You can begin using Granular Permissions immediately after a Procore team member enables the option on your company's Procore account.
You must submit a request to become a Beta Program Participant. See How do I become a Beta Program Participant? above.
You can assign granular task permissions to a new or existing permission template for these Procore tools:
|Procore Tool||Available Tasks|
|Bidding||Create Bid Notes, Edit Bid Notes, Delete Bid Notes|
|Commitments||Create Purchase Order, Create Subcontract, Update Purchase Order, Update Subcontract|
|Directory||Create and Edit Distribution Groups, Create and Edit Vendors|
|Documents||Delete Folders and Files, Move and Copy Files and Folders, Rename Folders and Files, See Recycle Bin, and Set Permissions|
Access permissions for the beta options are as follows:
To help Procore track and document issues experienced by Beta Program Participants, please send all questions, comments, and requests to this email address: firstname.lastname@example.org. You can also communicate directly with your company's Procore point of contact.
Participation in the beta is optional. It can be discontinued at any time by sending an email to email@example.com or by contacting your Procore point of contact. If you want to disable the beta features for a user, change that user's permission template assignment. See Change a Project User's Permission Template.
To learn about the tasks you can perform, see the topics below.
When managing permission templates in Procore, you can perform the following tasks in the Company Directory:
You can also perform a limited number of management tasks in the Project Directory:
Mobile apps (Android & iOS), Procore Drive, and Procore for Windows does NOT support the Granular Permissions. Granular permissions is supported by the Procore web application only.
Users with 'Admin' permission to the Company Directory can now provide 'Read Only' and 'Standard' users with the following task permissions: Create purchase order, create subcontract, update purchase order, and update subcontract.
Added Granular Permission settings to create, edit, and/or delete Bid List Notes. Users in the Beta Program can now assign those granular permissions to 'Read Only' and 'Standard' users through a project permission template.
If a Granular Permissions template has 'Admin' level access, the Documents tool will be admin, but will have custom privileges. This means that they will have the ability to not truly be full admin depending on the granular permission setting. We are working on fixing that, so that in the future, if the template has Directory Admin user, documents will be full admin and users will not be able to adjust granular permissions. When we make this fix, existing customer data will change to reflect this behavior (i.e., their permissions could change).