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What are the default permission templates in Procore?

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Answer

Role-Based Permissions (RBP) define which Procore tools users can gain access to, as well as what information users can edit or see. In Procore, RBP is comprised of these concepts: (1) Roles and (2) Permission Templates. Roles are a set of access permissions which can be granted to a group of users by creating permission template for a specific role (i.e., Accounting, Document Control, or Project Engineer) and then associating users with the permission template. 

In Procore, a permission template is a set of role-based permissions that can be assigned to one (1) or more Procore users on a project (e.g., Architect/Engineer, Project Manager, Subcontractor, etc.). The permission settings in a template define which Procore tools users can gain access to, as well as what information users can edit or see in each tool. Managing user access to Procore with permission templates is a simpler alternative to managing unique access permissions for each individual user. See also company permission template and project permission template

Depending upon the nature of your business as a Procore client (e.g., are you doing business as an architecture firm? as a general contractor? as a project owner/client? or as a subcontractor?), the Procore web application will be set up with a different set of default permission templates for each 'client type'. 

The table below details Procore's four (4) client types and its corresponding list of default permission templates. 

If your Procore client type is… These are the default permission templates for your Procore account…
Architect Architect/Engineer - Internal
Consultant - External
General Contractor - External
General Contractor - Superintendent
Owner/Client - External
Subcontractor/Vendor - External
General Contractor Architect/Engineer - External
Foreman/Superintendent-Internal
Owner/Client - External
Project Manager - Internal
Subcontractor - External
Owner/Client Architects/Engineers - External
Foreman/Superintendent - External
Project Manager - Internal
Project Manager - External
Subcontractor/Vendor - External
Subcontractor Architects/Engineers - External
Foreman/Superintendent - Internal
GC - External
Project Manager - Internal
Subcontractor/Vendor - External

Note: Templates are named 'Internal' to indicate that they are employees of your company. 'External' indicates that the permission sets associated with that role are typically assigned to Procore users who are NOT your company's employees. 

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Last modified
12:44, 23 Jan 2017

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