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Procore

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-mindtouch-table-check.png
Add Custom Observation Types       icon-mindtouch-table-check.png
Add a Custom Owner Type       icon-mindtouch-table-check.png
Add a Custom Program       icon-mindtouch-table-check.png
Add a Custom Project Region       icon-mindtouch-table-check.png
Add a Custom Project Role       icon-mindtouch-table-check.png
Add a Custom Project Stage       icon-mindtouch-table-check.png
Add a Custom Project Type       icon-mindtouch-table-check.png
Add a Custom Trade       icon-mindtouch-table-check.png
Add a Project Type       icon-mindtouch-table-check.png
Add an Office       icon-mindtouch-table-check.png
Add Employer Identification Number       icon-mindtouch-table-check.png
Add Multiple Office Locations       icon-mindtouch-table-check.png
Add New Project Dates       icon-mindtouch-table-check.png
Add Root Cause Analysis Fields       icon-mindtouch-table-check.png
Add Task Categories       icon-mindtouch-table-check.png
Apply Configurable Fieldsets to Projects       icon-mindtouch-table-check.png
Configure Cost Code Preferences       icon-mindtouch-table-check.png
Configure Cost Code Preferences for Sage 300 CRE       icon-mindtouch-table-check.png
Configure the Administrative Settings for Procore       icon-mindtouch-table-check.png
Configure Company Webhooks       icon-mindtouch-table-check.png
Configure Single Sign On in the Company Admin Tool       icon-mindtouch-table-check.png
Configure Your Company's Default Project Settings       icon-mindtouch-table-check.png
Create a Meeting Template       icon-mindtouch-table-check.png
Create Custom Portfolio Reports       icon-mindtouch-table-check.png
Create Custom Submittal Log Statuses       icon-mindtouch-table-check.png
Create Custom Submittal Types       icon-mindtouch-table-check.png
Create a New Expense Allocation       icon-mindtouch-table-check.png
Create New Configurable Fieldsets       icon-mindtouch-table-check.png
Delete a Budget View       icon-mindtouch-table-check.png
Delete a Custom Trade       icon-mindtouch-table-check.png
Delete a Meeting Template       icon-mindtouch-table-check.png
Delete a Program       icon-mindtouch-table-check.png
Delete Company Office Locations       icon-mindtouch-table-check.png
Delete Observation Types       icon-mindtouch-table-check.png
Delete Root Cause Analysis Fields       icon-mindtouch-table-check.png
Display Project Number in Change Project Drop-Down Menu       icon-mindtouch-table-check.png
Edit a Meeting Template       icon-mindtouch-table-check.png
Edit an Existing Budget View        icon-mindtouch-table-check.png
Edit and Add Cost Codes and Descriptions       icon-mindtouch-table-check.png
Edit Company Name       icon-mindtouch-table-check.png
Edit Company Office Locations       icon-mindtouch-table-check.png
Edit Configurable Fieldsets       icon-mindtouch-table-check.png
Edit Observation Types       icon-mindtouch-table-check.png
Edit Program Information       icon-mindtouch-table-check.png
Edit Root Cause Analysis Fields       icon-mindtouch-table-check.png
Enable Avatars       icon-mindtouch-table-check.png
Enable/Disable Surveys in Procore       icon-mindtouch-table-check.png
Enable Security Settings for Logins, Passwords, and Session Timeout Intervals       icon-mindtouch-table-check.png
Enable Terms and Conditions       icon-mindtouch-table-check.png
Enable Vendor Insurance Notifications       icon-mindtouch-table-check.png
Enable the DocuSign Integration in Your Company's Account       icon-mindtouch-table-check.png
Export the Company Standard Cost Code List       icon-mindtouch-table-check.png
Import Cost Codes to Procore       icon-mindtouch-table-check.png
Import Two-Level Cost Codes to the Company Admin Tool       icon-mindtouch-table-check.png
Import Multi-Level Cost Codes to the Project Admin Tool       icon-mindtouch-table-check.png
Manage Apps       icon-mindtouch-table-check.png
Remove Configurable Fieldsets from Projects       icon-mindtouch-table-check.png
Set up a New Budget View        icon-mindtouch-table-check.png
Set Default Change Order Configuration       icon-mindtouch-table-check.png
Set Default Cost Types       icon-mindtouch-table-check.png
Set Time Zone       icon-mindtouch-table-check.png
Track Important Project Dates       icon-mindtouch-table-check.png
Upload a Company Logo       icon-mindtouch-table-check.png
View Account Information       icon-mindtouch-table-check.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-mindtouch-table-check.png      
Company Administrator       icon-mindtouch-table-check.png
Engineer icon-mindtouch-table-check.png      
Owner/Construction Manager icon-mindtouch-table-check.png      
Project Manager       icon-mindtouch-table-check.png
Subcontractor icon-mindtouch-table-check.png      
Superintendent icon-mindtouch-table-check.png      

 

 

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