To edit a permission template in 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?).
If your company wants to modify the default permission templates or if you have added new template to Procore, use the steps below to modify the permissions for each role-based template.
Permission templates must be added and edited in the Company level Directory tool.