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Procore

What is an assignable permissions template?

Background

In order to answer this question, it's important to know that user access to the tools in Procore is typically managed using permissions templates

Permissions templates are managed in the company's Permissions tool, where users with the appropriate permissions can: 

Answer

In Procore, an assignable permissions template is a permissions template that you can assign to other users based on the settings in your own permissions template when you have the appropriate permissions to add or edit other users to Procore.

Example

Jack is a Project Coordinator at Nelson General Contractors. Jack's manager, Jill, created a permissions template in Procore named 'Project Coordinator - Internal' and assigned that template to Jack. Because Jill only wants to allow Jack to assign the 'Subcontractor - External' permissions template to other users when he adds them to Procore, she can select the 'Subcontractor - External' permissions template as an assignable permissions template when she edits the 'Project Coordinator - Internal' permissions template.


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See Also