Procore + Sage 100
This page details the Procore tools and minimum permissions required to complete specific tasks when using the Procore + Sage 100 Contractor® integration.
Company Level Tools
ERP Integrations Tool
To complete the following tasks for Procore + Sage 100 Contractor®, you will need these permissions on ERP Integrations tool.
1 An accounting approver can be either (1) a user with Admin permissions to the ERP Integrations tool or (2) a users with 'Standard' permission who has been granted the 'Can Push to Accounting' privilege. See What is the Accounting Approver role?
2 Requires 'Standard' level permission to the ERP Integrations tool and one (1) of the following: (1) 'Admin' level permission on the Company Directory or a Procore user account that has been granted the 'Create New Project' privilege. See Allow Users to Create New Projects.
3 This task is performed in Sage 100 Contractor® and requires the user to have permission to create accounts.