Support Home > Products > Procore > Procore User Guide > Company Level > Directory > Tutorials > Grant Granular Permissions in a Permission Template

Grant Granular Permissions in a Permission Template

Objective

To grant granular permissions to users who are assigned to a permission template to allow those users to perform specific tasks in supported the tools (e.g., Bidding, Commitments, Directory, and Documents). 

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?).

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the company's Directory tool.
  • Supported Platforms:
    • The Granular Permissions options are supported in the Procore web application and Procore Drive.
  • Supported Procore Tools:
  • Limitations:
    • If your company's Procore account was on or prior to March 23, 2017, you can submit a request to enable the 'Granular Permissions' feature in Procore (see Request to Enable Granular Permissions).
    • If your company's Procore account was created on or after March 24, 2017, the Granular Permissions feature is enabled by default.
    • The Granular Permissions options are available within Procore's permission templates feature when the permission template specifies that either 'Read Only' and 'Standard' level permission has been granted for the supported tools (e.g., Bidding, Commitments, Directory, and Documents).
  • Additional Information:

Steps

  1. Navigate to the company's Directory tool.
    This reveals the 'Company Directory' page. 
  2. Click the Configure Settings  icon.
    This reveals the 'Company Settings' page. 
  3. In the Permission Templates for list, select one of the following:
  4. Click Edit.
    This places the selected template into edit mode.
  5. Scroll to one of the supported tools (e.g., Bidding, Commitments, Directory, and Documents).
    • For the Bidding tool, mark one (1) or more of the following checkboxes in the Granular Permissions area: 


       
      • 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.
    • For the Commitments tool, mark one (1) or more of the following checkboxes in the Granular Permissions area: 


      ​​​
      • 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. 
      • Update Subcontract. Grants users the privilege to edit subcontracts. 
         
    • For the Directory tool, mark one (1) or more of the following checkboxes in the Granular Permissions area:


      ​​​​
    • For the Documents tool, mark one (1) or more of the following checkboxes in the Granular Permissions area: 


       
      • 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.
      • Rename Folders and Files. Grants users the privilege to rename both files and folders in the Documents tool. 
      • 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. 
  6. Click Update
    The system saves your changes to the selected permission template.
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Last modified
15:41, 27 Mar 2017

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