Sage 300 CRE
This page details the Procore tools and minimum permissions required to complete specific tasks when your company's Procore account has the ERP Integrations tool configured to work with Sage 300 CRE.
Company Level Tools
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 300 CRE and requires the user to have permission to create accounts.