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Permissions

Table of contents

Company Directory

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

Important! A user who is granted 'Admin' permissions on the Directory tab at the Admin level is automatically granted 'Admin' permissions across all Project level tools.

Task None Read-only Standard Admin
Add a Company to the Company Directory       icon_checkmark_h17.png
Add a Distribution Group to the Company Directory       icon_checkmark_h17.png
Add a New Permission Template to the Company Directory       icon_checkmark_h17.png
Add a Person to the Company Directory       icon_checkmark_h17.png
Add Insurance for a Vendor in the Company Directory       icon_checkmark_h17.png
Allow Users to Create New Projects       icon_checkmark_h17.png
Assign a Permission Template to a User in the Company Directory       icon_checkmark_h17.png
Configure Advanced Settings: Company Directory       icon_checkmark_h17.png
Deactivate a Company in the Company Directory       icon_checkmark_h17.png
Deactivate a User in the Company Directory       icon_checkmark_h17.png
Delete a Permission Template from the Company Directory       icon_checkmark_h17.png
Designate an Insurance Manager for Your Procore Company       icon_checkmark_h17.png
Download a Template Assignment Export (CSV)       icon_checkmark_h17.png
Edit a Distribution Group in the Company Directory       icon_checkmark_h17.png
Edit a Permission Template in the Company Directory       icon_checkmark_h17.png
Edit People and Companies       icon_checkmark_h17.png
Export the Company Directory to CSV or PDF     icon_checkmark_h17.png icon_checkmark_h17.png
Export Permission Templates to PDF       icon_checkmark_h17.png
Grant Granular Permissions in a Permission Template       icon_checkmark_h17.png
Import Users to the Company Directory       icon_checkmark_h17.png
Import Vendors to the Company Directory       icon_checkmark_h17.png1
Invite or Reinvite a Person to Procore       icon_checkmark_h17.png
Log in to Procore Web   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Manage Permission Templates       icon_checkmark_h17.png
Merge Companies       icon_checkmark_h17.png
Reactivate a Company in the Company Directory       icon_checkmark_h17.png
Reactivate a User in the Company Directory       icon_checkmark_h17.png
Remove Company Insurance       icon_checkmark_h17.png
Request to Enable Custom Permissions       icon_checkmark_h17.png
Respond to a Welcome to Procore Invite   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Search and Filter the Company Directory   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Send a Procore Company to ERP Integrations for Accounting Acceptance       icon_checkmark_h17.png
Set Bidder Information at the Company Level       icon_checkmark_h17.png
Update Expiring Insurance for a Vendor in the Company Directory       icon_checkmark_h17.png
View All Contacts, Companies, Distribution Groups   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png

1  You must have 'Admin' level permission to submit a request for a vendor import. The import action must be completed by Procore. 

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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Last modified
12:09, 15 Aug 2017

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