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.