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Support Home > Products > Procore > Procore User Guide > Company Level > Directory > Tutorials > Grant Granular Permissions in a Permission Template

Grant Granular Permissions in a Permission Template

Objective

To grant granular permissions to users who are assigned to a permission template to allow those users to perform specific tasks on supported the tools (e.g., Bidding, Commitments, Directory, and Documents). 

Background

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 client's with several role-based permission templates (see What is a permission template? and What are the default permission templates in Procore?).

Things to Consider

  • Required User Permissions:
    • To grant granular permissions for a role on permission template, 'Admin' level permission on the company's Directory tool.
  • Supported Platforms:
    • Procore Web
    • Procore Drive
  • Supported Procore Tools:
  • Additional Information:
    • Permission levels (e.g., None, Read Only, Standard, Admin) define the user's level of access permission to a Procore tool. See What are the default permission levels in Procore?
    • To learn about the permitted tasks for each permission level, see User Permission Matrix - Web.
    • Granular permissions are supported when you assign one (1) of the following permission levels on a role-based permission template for a supported tool:

Steps

  1. Navigate to the company's Directory tool.
    This reveals the 'Company Directory' page. 
  2. Click Configure Settings .
    This reveals the Company Settings page. 
  3. In the Permission Templates For list, select one of the following:
  4. Click Edit.
    This places the selected template into edit mode.
  5. Scroll to one of the supported tools (e.g., Bidding, Commitments, Directory, and Documents).
  6. Place a GREEN checkmark in the Standard or Read-Only column. Then set the desired granular permissions as follows:
Bidding
  • Mark one (1) or more of the following checkboxes in the Granular Permissions area: 
    Note: To learn about the different tasks that can be performed for the permission level you specified, see the Permissions page for the Bidding tool. 


     
    • Create Bid Notes. Grants users the privilege to create bid notes.  See Add Bid Notes to the Bid List
    • Edit Bid Notes. Grants users the privilege to edit bid notes. 
    • Delete Bid Notes. Grants users the privilege to delete bid notes.
      Note: Users with 'Standard' or 'Read-Only' level permissions to the Bidding tool will also need to be added to the Bid Package's distribution list to see the bid package and perform the actions above.
Commitments
  • Mark one (1) or more of the following checkboxes in the Granular Permissions area: 
    Note: To learn about the different tasks that can be performed for the permission level you specified, see the Permissions page for the Commitments tool. 


    ​​​
    • Create Purchase Order. Grants users the privilege to create purchase orders. See Create a Purchase Order
    • Create Subcontract. Grants users the privilege to create subcontracts. See Create a Subcontract
    • Update Purchase Order. Grants users the privilege to edit purchase orders. See Edit a Commitment.
    • Update Subcontract. Grants users the privilege to edit subcontracts. See Edit a Commitment.
Directory
Documents
  • Mark one (1) or more of the following checkboxes in the Granular Permissions area: 
    Note: To learn about the different tasks that can be performed for the permission level you specified, see the Permissions page for the Documents tool. 


     
    • Move and Copy Files and Folders. Grants users the privilege to move and copy both files and folders stored in the Documents tool. See Move Files and Folders.
    • Rename Folders and Files. Grants users the privilege to rename both files and folders in the Documents tool. See Rename a File and Rename a Folder
    • Set Permissions. Grants users the privilege to use the Manage Permissions button in the Documents tool. See Manage Permissions for Files and Folders
    • Delete Folders and Files. Grants users the privilege to delete files and folders in the Documents tool. See Delete Files/Folders
    • See Recycle Bin. Grants users the privilege to view the Document tool's Recycle Bin in order to view its contents. To learn how to retrieve an item from the Recycle Bin, see Retrieve a File or Folder from the Recycle Bin
  1. Click Update
    The system saves your changes to the selected permission template.
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Last modified
12:30, 14 Aug 2017

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