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Permissions

Company Level Admin

The following table highlights which user permissions are required to perform the described user action.

Task None Read-only Standard Admin
Add a Custom Department       icon_checkmark_h17.png
Add Custom Observation Types       icon_checkmark_h17.png
Add a Custom Owner Type       icon_checkmark_h17.png
Add a Custom Program       icon_checkmark_h17.png
Add a Custom Project Region       icon_checkmark_h17.png
Add a Custom Project Role       icon_checkmark_h17.png
Add a Custom Project Stage       icon_checkmark_h17.png
Add a Custom Project Type       icon_checkmark_h17.png
Add a Custom Trade       icon_checkmark_h17.png
Add a Project Type       icon_checkmark_h17.png
Add an Office       icon_checkmark_h17.png
Add Employer Identification Number       icon_checkmark_h17.png
Add Multiple Office Locations       icon_checkmark_h17.png
Add New Project Dates       icon_checkmark_h17.png
Allow a Standard User to Add a Person to a Project Directory       icon_checkmark_h17.png*
Configure Cost Code Preferences       icon_checkmark_h17.png
Configure Cost Code Preferences for Sage 300 CRE       icon_checkmark_h17.png
Configure the Administrative Settings for Procore       icon_checkmark_h17.png
Configure Your Company's Default Project Settings       icon_checkmark_h17.png
Create a Meeting Template       icon_checkmark_h17.png
Create Custom Bid Email       icon_checkmark_h17.png
Create Custom Portfolio Reports       icon_checkmark_h17.png
Create Custom Submittal Log Statuses       icon_checkmark_h17.png
Create Custom Submittal Types       icon_checkmark_h17.png
Delete a Custom Trade       icon_checkmark_h17.png
Delete a Meeting Template       icon_checkmark_h17.png
Delete a Program       icon_checkmark_h17.png
Delete Company Office Locations       icon_checkmark_h17.png
Delete Observation Types       icon_checkmark_h17.png
Disable 2-Step Authentication       icon_checkmark_h17.png
Display Project Number in Change Project Drop-Down Menu       icon_checkmark_h17.png
Edit a Meeting Template       icon_checkmark_h17.png
Edit and Add Cost Codes and Descriptions       icon_checkmark_h17.png
Edit Company Name       icon_checkmark_h17.png
Edit Company Office Locations       icon_checkmark_h17.png
Edit Observation Types       icon_checkmark_h17.png
Edit Program Information       icon_checkmark_h17.png
Enable Avatars       icon_checkmark_h17.png
Enable/Disable Surveys in Procore       icon_checkmark_h17.png
Enable Terms and Conditions       icon_checkmark_h17.png
Enable Vendor Insurance Notifications       icon_checkmark_h17.png
Export the Company Standard Cost Code List       icon_checkmark_h17.png
Import Custom Cost Codes and Divisions       icon_checkmark_h17.png
Request to Enable the Open Submittals Report       icon_checkmark_h17.png
Request to Enable a Session Timeout Interval       icon_checkmark_h17.png
Set Default Change Order Configuration       icon_checkmark_h17.png
Set Default Cost Types       icon_checkmark_h17.png
Set Up 2-Step Authentication       icon_checkmark_h17.png
Set Time Zone       icon_checkmark_h17.png
Track Important Project Dates       icon_checkmark_h17.png
Upload a Company Logo       icon_checkmark_h17.png

* The user must have 'Admin' level permissions on both the Company and Project level Admin tools. 

Job Role

The following table highlights which user permissions are typically granted to a user based on their job role on a project. A user's permissions for a specific tool are granted on a per project basis. To learn how to create permission templates that you can apply to groups of users based on their job role, see Manage Permission Templates.

Job Role None Read-only Standard Admin
Architect icon_checkmark_h17.png      
Company Administrator       icon_checkmark_h17.png
Engineer icon_checkmark_h17.png      
Owner/Construction Manager icon_checkmark_h17.png      
Project Manager       icon_checkmark_h17.png
Subcontractor icon_checkmark_h17.png      
Superintendent icon_checkmark_h17.png      

 

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