To manage company and project permission templates.
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 existing default permission templates in Procore or if you want add and manage your own templates to fit your specific needs, review the topics below.
Permission templates must be added and edited in the Company level Directory tool.
When managing permission templates in Procore, you can perform the following tasks in the Company Directory: