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Assign a Permission Template to a User in the Company Directory


To assign a '(Company)' or '(Project)' permission template to a user in your company's Directory tool.


In Procore, Role-Based Permissions (RBP) are used to manage user access to different Procore tools. Access for each role is defined in a permission template. By default, Procore provides its clients with several role-based permission templates. For details, see What is a permission template? and What are the default permission templates in Procore?

After you've created your permission templates in Procore, you can assign those templates to users from either the Company or Project Directory. This article shows you how to assign templates to users in the Company Directory. 

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the company's Directory tool.
  • Prerequisites
  • Additional Information:
    • Permission levels (e.g., None, Read Only, Standard, Admin) define what actions users can perform and what information they can view in each Procore tool.


  1. Navigate to the company's Directory tool.
  2. Locate the user in the Company Directory's list. 
  3. Click Edit.
    This reveals the user's Edit Contact Information page. 
  4. Scroll down to the 'Project Settings' area and configure the following options:

Set the User's Default Permission Template for New Projects

  1. In the 'New Project Settings' area, click Select Default Template.
    Note: If you want to add or edit a permission template, click Configure Templates. This reveals the Company Directory 'Permissions Templates' page. For instructions, see Add a New Permission Template to the Company Directory and Edit a Permission Template in the Company Directory.

    This reveals the 'Select Default Permission Template' window.
  2. In the Template drop-down list, choose the desired template. You can select either a Company or Project Permission template from this list.  
  3. Review the permissions preview for the selected template.

  4. Click Apply to close the 'Select Default Permission Template' window. 
    Now, when you add the user to a new Procore project, the settings for the selected template will be applied to the user's profile on the new project.
  5. If you want to automatically add the user to all new projects in your company's Procore account, place a mark in the Add <User Name> to All New Projects in <Company Name> checkbox. This checkbox is cleared by default.  
  6. If you want to provide the user with the permission to create new projects using the Company Directory tool, place a mark in the Allow <User Name> to Create New Projects checkbox. This checkbox is cleared by default.  
    (Note: Selecting this option automatically provides the user with full administrative access permission to the projects that he or she creates in Procore). 

Change the User's Permission Templates for Current Projects

The 'Current Project Settings' list shows all of the Procore projects to which the user has been granted access. It also shows the user's current template assignment for each project. You can change the permission template assignment as follows:

  1. In the 'Current Project Settings' list, click the Change Template link.

    This reveals the 'Select a Project Permission Template' window.
  2. In the Template drop-down list, choose the desired template. You can select either an permission template from this list. 
  3. Review the tool permissions for the selected template.
    • If you chose a company permission template from the Template list, you can place a mark in the  Apply this template to all projects <User Name> belongs to checkbox. The default setting for this checkbox is cleared. 
    • if you choose a project permission template from the Template list, this checkbox will have no effect on the user's other project template assignments.

  4. Click Apply to close the 'Select Default Permission Template' window. 
    Note: If you placed a mark in the 'Apply this Template to All Projects' checkbox, the system displays a confirmation message. Click OK to confirm the template change. 

    The system applies the template change to the user's project(s) as specified. 

See Also

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