Grant Granular Permissions in a Permission Template

Admin

• Mark one (1) or more of the following checkboxes in the Granular Permissions area: 
  Note: To learn about the different tasks that can be performed for the permission level you specified, see the Permissions page for the project's Admin tool. 
  
  
   
  • Manage General. Grants users the privilege to add, edit, and remove project details in the general settings for the Project level Admin tool. See Add or Edit General Project Information.
  • Manage Active Tabs. Grants users the privilege to add, edit, and remove the Procore tools that are active on a project. See Add and Remove Tools on a Project and Rearrange the Tools in the Project's Toolbox.
  • Manage Cost Codes. Grants users the privilege to add, edit, and remove cost codes on a project.  See Add or Edit Project Cost Codes and Delete Project Cost Codes.
  • Manage Locations. Grants users the privilege to add, edit, and remove multi-tiered locations from a project  See Add Tiered Locations to a Project, Edit Tiered Locations, and Delete Tiered Locations from a Project.

Bidding

• Mark one (1) or more of the following checkboxes in the Granular Permissions area: 
  Note: To learn about the different tasks that can be performed for the permission level you specified, see the Permissions page for the Bidding tool. 
  
  
   
  • Create Bid Notes. Grants users the privilege to create bid notes.  See Add Bid Notes to the Bid List. 
  • Edit Bid Notes. Grants users the privilege to edit bid notes. 
  • Delete Bid Notes. Grants users the privilege to delete bid notes.
    Note: Users with 'Standard' or 'Read-Only' level permissions to the Bidding tool will also need to be added to the Bid Package's distribution list to see the bid package and perform the actions above.

Budget

• Mark one (1) or more of the following checkboxes in the Granular Permissions area: 
  Note: To learn about the different tasks that can be performed for the permission level you specified, see the Permissions page for the Budget tool. 
  
  
   
  • Import Budget CSV. Grants users the privilege to import a budget from a CSV file.  See Import a Budget CSV.
  • Create and Edit Original Budget Amount. Grants users the privilege to create and edit the original budget amount. See Create a Budget Line Item and Edit a Budget.
  • View Direct Cost Details. Grants users the privilege to view transaction-level details being populated from the Direct Cost tool via a popup window that appears in the Budget tool. 

Commitments

• Mark one (1) or more of the following checkboxes in the Granular Permissions area: 
  Note: To learn about the different tasks that can be performed for the permission level you specified, see the Permissions page for the Commitments tool. 
  
  
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  • View Private Purchase Orders: Grants users the privilege to see purchase orders marked as private, without having to add them to the 'Private' drop-down. Users can also view information in the Change Orders tab on private purchase orders. 
  • View Private Subcontracts: Grants users the privilege to see subcontracts marked as private, without having to add them to the 'Private drop-down. Users can also view information in the Change Orders tab on private subcontracts. 
  • Create Purchase Order. Grants users the privilege to create purchase orders. See Create a Purchase Order. 
  • Create Subcontract. Grants users the privilege to create subcontracts. See Create a Subcontract. 
  • Update Purchase Order. Grants users the privilege to edit purchase orders. See Edit a Commitment.
  • Update Subcontract. Grants users the privilege to edit subcontracts. See Edit a Commitment.

Daily Log

• Select 'Read-only' or 'Standard' permissions in the Daily Log column.
• Mark the checkbox in the Granular Permissions area:
  
  
  
  Note: To learn about the different tasks that can be performed by default for the permission level you specified, see the Permissions page for the Daily Log tool.
• Allow Collaborator Entry. Grants users the privilege to create daily logs in the Notes and Manpower logs. By default, these users (a.k.a., collaborators) can enter Manpower and Notes logs (see Create Daily Log Entries as a Collaborator). The Daily Log 'Admin' user can also configure the Daily Construction Report and Delivery Logs for subcontractor entry. See Approve Collaborator-submitted Daily Log Entries.

Direct Costs

• Select 'Read-only' or 'Standard' permissions in the Daily Log column. 
• Mark one (1) or more of the following checkboxes in the Granular Permissions area: 
  
  
  • Create Direct Cost. Grants users the privilege to add a direct cost to the project's Direct Costs tool. See Create a Direct Cost.
  • Update Direct Cost. Grants users the privilege to edit a direct cost in the project's Direct Costs tool. 
  • Delete Direct Cost. Grants users the privilege to delete a direct cost in the project's Direct Costs tool. 

Directory

• Mark one (1) or more of the following checkboxes in the Granular Permissions area:
  Note: To learn about the different tasks that can be performed for the permission level you specified, see the Permissions page for the Project Directory. 
  
  
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  • Add from Company Directory (Assignable Permission Templates Only). Grants users the privilege to bulk add users with profiles in the Company Directory to the Project Directory. See Bulk Add People and Companies to a Project from the Company Directory.
  • Assign Project Roles. Grants users the privilege to assign project roles and edit project role assignments to users for the project's Home page. See What are custom project roles? and Add the Project Team to the Project Home Page.
  • Create and Edit Users (Assignable Permission Templates Only). Grants users the privilege to add individual users from the Users tab in Project Directory. See Add a Person to the Project Directory.
  • Create and Edit Companies. Grants users the privilege to create and edit Vendors in the Project Directory. See Add a Company to the Project Directory. 
  • Create and Edit Distribution Groups. Grants users the privilege to create and edit distribution groups in the Project Directory. See Add a Distribution Group in the Project Directory. 
  • Create Reference Users (Only Applicable if Timesheets is enabled). Grants users the privilege to create "reference users" in the Project Crews tool. See Add a Worker.
  • Update Reference Users (Only Applicable if Timesheets is enabled).  Grants users the privilege to update "reference users" in the Project Crews tool. See Edit a Worker.
  • Manage Permission Templates (Assignable Only). Grants users the privilege to manage permission templates in the Project Directory. See Assign a Permission Template to a Project User.
  • Request Company and People Imports. Grants a user with 'Standard' permission the privilege to submit a request to import users or vendors to the Project Directory. See Request Company and People Imports.

Documents

• Mark one (1) or more of the following checkboxes in the Granular Permissions area: 
  Note: To learn about the different tasks that can be performed for the permission level you specified, see the Permissions page for the Documents tool. 
  
  
   
  • Access Private Folders and Files. Grants users the privilege to access folders and files marked private. To learn more about file/folder privacy in the Documents tool, see Change Permission Settings on a Folder/File and Can I make files and folders in the Documents tool private by default?.
  • Rename Folders and Files. Grants users the privilege to rename both files and folders in the Documents tool. See Rename a File and Rename a Folder. 
  • Move and Copy Files and Folders. Grants users the privilege to move and copy both files and folders stored in the Documents tool. See Move Files and Folders.
  • Set Permissions. Grants users the privilege to use the Manage Permissions button in the Documents tool. See Manage Permissions for Files and Folders. 
  • Delete Folders and Files. Grants users the privilege to delete files and folders in the Documents tool. See Delete Files/Folders. 
  • See Recycle Bin. Grants users the privilege to view the Document tool's Recycle Bin in order to view its contents. To learn how to retrieve an item from the Recycle Bin, see Retrieve a File or Folder from the Recycle Bin. 

Drawings

• Mark one (1) or more of the following checkboxes in the Granular Permissions area: 
  Note: To learn about the different tasks that can be performed for the permission level you specified, see the Permissions page for the Drawings tool. 
  
  
   
  • Upload Drawings. Grants users the privilege to upload drawings to the drawings tool. All drawings uploaded to the Drawings tool by a 'Standard' or 'Read only' user will need to be reviewed for OCR accuracy and will be unpublished until an 'Admin' user reviews and publishes the drawings to the team. See What is the unpublished status on drawings?

Prime Contract

• Mark one (1) or more of the following checkboxes in the Granular Permissions area: 
  Note: To learn about the different tasks that can be performed for the permission level you specified, see the Permissions page for the Prime Contract tool. 
  
  
   
  • Create Prime Contract. Grants users the privilege to create a prime contract in the Project level Prime Contract tool. See Create a Prime Contract. 
  • Update Prime Contract. Grants users the privilege to edit a prime contract in the Project level Prime Contract tool. See Edit a Prime Contract. 
  • Delete Prime Contract. Grants users the privilege to edit a prime contract in the Project level Prime Contract tool.
  • View Payment Application Detail. Grants users the privilege to view the Details tab of the pay app and the tab's Export button. See Create a Payment Application (Pay App). 

    

    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.

     

     

    • BETA If your company's project is participating in the Payment Application Beta, this grants users the privilege to view the Details tab of the pay app and the tab's Export button. See Create a Pay App (Payment Application Beta).
    • BETA If your company's project is participating in the Payment Application Configuration PDF Beta Program, this permission also grants users the privilege to view the Config PDF tab and its Export button. See Edit a Payment Application's Configurable PDF View (Beta).

Punch List

• Mark one (1) or more of the following checkboxes in the Granular Permissions area: 
  Note: To learn about the different tasks that can be performed for the permission level you specified, see the Permissions page for the Punch List tool. 
  
  
   
  • View Private Punch Items Assigned to Users Within Same Company. Grants a user the privilege to view all punch items assigned to colleagues within their same company (including punch items marked as 'Private'). See View All Punch List Items.
  • Respond to Punch Items Assigned to Users Within Same Company. Grants a user the privilege to respond to punch items assigned to other users within the same Procore company account. This includes responding to punch items marked as 'Private'. See Resolve a Punch List Item. 

7. Click Update. 
   The system saves your changes to the selected permission template.