The following table highlights which user permissions are required to perform the described user action.
+ - Indicates that the task can be completed if the user is granted the correct Granular Permissions. See Grant Granular Permissions in a Company Permissions Template
ImportantA user who is granted 'Admin' permissions on the Company level Directory tool is automatically granted 'Admin' permissions across all Project level tools and all Company level tools (except for the Permissions tool).
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 Project Permissions 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.