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Procore

What is a permission template?

Answer

In Procore, a permission template is a set of role-based permissions that can be assigned to one or more Procore users on a project. The permission settings in a template define what actions users can perform and what information they can view in each Procore tool. Managing user access to Procore with permission templates is a simpler alternative to managing unique access permissions for each individual user.

In Procore, there are two types of permission templates: global permission templates and project specific permission templates. Both template types can be created and edited in the company's Permissions tool to fit various roles and teams in your organization (such as Accounting, Document Control, Project Engineer, etc). Project specific permission templates can also be created in the Project level Directory tool, but can only be edited in the company's Permissions tool.

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