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Assign a Permission Template to a Project User

Objective

To assign a company or project permission template to a user in the Project Directory.

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 are the default permission templates in Procore?).

For users with 'Admin' level permission to the Project Directory, you can assign a company or project permission templates to a project user when editing the user's information. Both company and project permission templates are created in the Company Directory (see Add a New Permission Template in the Company Directory). 

Things to Consider

  • Required User Permissions:
    • To assign a permission template to a project user, 'Admin' level permissions on the project's Directory tool.
  • Prerequisites:
  • Additional Information:
    • Permission levels (e.g., None, Read Only, Standard, Admin) define what information users can edit and see in each Procore tool. 
    • Some Procore tools permit you to assign granular tasks privileges to non-Admin users. For details, see Grant Granular Permissions in a Permission Template.

Steps

  1. Navigate to the project's Directory tool. 
  2. Locate the desired user in the list. 
  3. Click Edit
  4. Scroll down to the 'Project Permission Templates' drop-down list and choose one (1) of the following options:
    • Do Not Apply a Template. Choose this option if you do NOT want to apply a permission template and instead want to define unique permissions for the user. Then apply the desired permissions and continue with step 5.
      OR 
    • Company Permission Template. To provide the user with the project access permissions defined in one of your company permission templates, select a '(Company)' template. Then continue with step 5. 
      OR
    • Project Permission Template: To provide the user with project access permissions defined in a Project level permission template, select a '(Project)' template. Then continue with step 5. 
  5. Choose one of the following:
    • If you want to save the changes without emailing the user about the change, click Save.
    • If you want to notify the user of the change, click Save & Send Notification (Note: This button is only available when the user has previously logged into Procore). 
    • If this is a new user and you want want to invite him or her to join to Procore, click Save and Send Invite to Procore (Note: This button is only available when the user has not logged into Procore).
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Last modified
15:09, 23 Mar 2017

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