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Permissions

Company Level 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 Level Directory       icon_checkmark_h17.png
Deactivate a Company       icon_checkmark_h17.png
Deactivate a User on the Procore Account       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
Edit a Distribution Group at the Company Level       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
Grant 'Custom Permissions' in a Permission Template       icon_checkmark_h17.png

Import Users to the Company Directory

      icon_checkmark_h17.png
Invite or Reinvite a Person to Procore       icon_checkmark_h17.png
Manage Permission Templates       icon_checkmark_h17.png
Merge Companies       icon_checkmark_h17.png
Remove Company Insurance       icon_checkmark_h17.png
Request to Enable Custom Permissions       icon_checkmark_h17.png
Respond to an Invite to Join Procore   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
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

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
16:43, 9 Feb 2017

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