In order to answer this question, it's important to know that Procore provides its customers with a variety of role-based permission templates (see What are role-based permissions? and What are the default permission templates in Procore?). In Procore, permission templates have been designed to manage user access permissions to Procore's Project level tools (see Manage Permission Templates). Permission templates are configured by your company's Procore Administrator, who can:
- Add one or more custom permission template for use in your environment. For instructions, see Add a New Permission Template to the Company Directory.
- Edit an existing permission templates (i.e., either the custom ones you created or one of Procore's default templates). For instructions, see Edit a Permission Template in the Company Directory.
When adding or editing a permission template, your Procore Administrator also has the ability to perform several tasks:
- Assign user access permissions to each Project level tool.
- Grant granular permissions for the supported tool (see Grant Granular Permissions in a Permission Template and Which Procore tools support granular permissions?).
- Designate one or more assignable permission templates for use when adding new users to the Company Directory (see Add a User Account to the Project Directory) or when adding existing users from the Company Directory to the Project Directory (see Bulk Add Users and Companies to a Project Directory).
In Procore, an assignable permission template is a role-based permission template that is available for assignment to user at the time that user is created or added to a Procore project. Assignable permission templates are always defined within a permission template.
Jack is a Project Coordinator at Nelson General Contractors. Jack's manager, Jill, created a custom permission template in Procore named 'Project Coordinator - Internal' and then she assigned that template to Jack. Jill wants to provide Jack with the ability to add new users to her Procore projects. However, she wants to limit Jack's ability when creating users, to ensure that he can only assign new users the permissions associated with the 'Subcontractor - External' template.