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Procore

How do permissions work for Analytics 2.0?

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Answer

 Note
  • You must have Procore Analytics enabled. 
  • Anyone with 'Admin' level access to Analytics can grant additional users access to Analytics. 
  • Users must have 'Admin' level access to Analytics to generate a data token. 
  • Any changes to a user's permissions in the Directory for Procore Analytics will take up to 24 hours to be active.

You must make sure the appropriate permissions are assigned to generate an access token so you can begin connecting your Procore data to your BI solution. Access to Procore Analytics is linked to your Procore login credentials, which allows you to generate a single access token. The access token is a string of digits you will enter in your BI system to access data. 

Typically, users who need access tokens are data engineers or Power BI developers.  If you have access to Procore Analytics in several companies, your token will allow you to pull data from all of them. The token is tied to you, not to a specific company, so it remains the same across all companies you have access to.

Company and Project Admins will be granted an Admin role by default. The following user access levels are permitted for the Procore Analytics tool:

  • None: No access to Procore Analytics data.
  • Admin: Has full access permissions to data for all tools and projects (except certain data marked as private such as correspondence data).

Revoking Access

Access to specific tool and project data in the Procore Analytics tool will be revoked when the corresponding tool and project permissions are removed from the user. When a user’s contact record becomes inactive, the user will lose access to Procore Analytics data.