Assign a Project Permissions Template to a User in the Company Directory
Background
After you've created your project permissions templates in Procore, you can assign those templates to users from either the Company or Project level Directory tools. This article shows you how to assign templates to users in the Company level Directory.
Things to Consider
- Required User Permissions:
- To set a user's default permissions template:
- To assign a project permissions template to a user:
- Additional Information:
- Procore's 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.
Steps
- Navigate to the Company level Directory tool.
- Navigate to the Users tab.
- Click Edit next to the user you want to assign a permissions template to.
- Scroll down to the 'Project Settings' area and configure the following options:
Set the User's Default Permission Template for New Projects
- In the 'New Project Settings' area, click Select Default Template.
- In the Template drop-down list, select the template you want to assign as the user's default permissions template.
Note: Only global permissions templates can be selected as default permissions templates.
- Review the permissions preview for the selected template.
- 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.
- If you want to automatically add the user to all new projects in your company's Procore account, mark the Add [User Name] to All New Projects in [Company Name] checkbox. This checkbox is cleared by default.
- If you want to provide the user with the permission to create new projects using the Company Directory tool, mark 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 they create in Procore.