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Procore

Permissions

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 an Existing User to All Projects in Your Company's Procore Account       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
Change a Project User's Permission Template       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 Distribution Group from 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
Download a vCard for a Contact   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Download a Company or User Import Template     icon_checkmark_h17.png 1 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
Export the Company Directory to CSV or PDF   icon_checkmark_h17.png 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
Invite or Re-invite 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 an Existing User from All Projects in Your Company's Procore Account       icon_checkmark_h17.png
Remove Company Insurance       icon_checkmark_h17.png
Request Company and People Imports     icon_checkmark_h17.png 1 icon_checkmark_h17.png
Respond to a 'Welcome to Procore' Email   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
Search the Company Directory (Legacy View)   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Send a Company or User Import Template to Procore     icon_checkmark_h17.png 1 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
Switch Between Views in the Company Directory   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Update Expiring Insurance for a Vendor in the Company Directory       icon_checkmark_h17.png
Update the Company Import Template Requires Microsoft Excel 2
Update the User Import Template Requires Microsoft Excel 2

1  A user with 'Standard' level permission must also be granted the 'Request Company and People Imports' granular permission. See Grant Granular Permissions in a Permission Template and Request Company and User Imports.

2  The template is designed for use with Microsoft Excel. Although not recommended, you may be able to use a spreadsheet program that is compatible with the XLSX format. A user with 'Admin' level permission or a user with 'Standard' level permission plus the 'Request Company and People Imports' granular permission can download the template from the Procore web application. See Download the Company or User Import Template.

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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