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Procore

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 the supported tools (e.g., Admin, Bidding, Budget, Commitments, Daily Log, Directory, Direct Costs, Documents, Drawings, Prime Contract, and Punch List). 

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 clients with several role-based permission templates. For details, 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. Choose one of these options:
    1. If you want to create a new template:
      1. Under Add a New Permission Template, type the name for your new template in the Name box. 
      2. Click Create.
        The system creates the new template.
        OR
    2. If you want to edit an existing template, select one of the following from the Permission Templates For list:
  4. Click Edit.
    This places the selected template into edit mode.
  5. Scroll to one of the supported tools (e.g., Admin, Bidding, Budget, Commitments, Daily Log, Directory, Direct Costs, Documents, Drawings, Prime Contract, and Punch List).
  6. Place a GREEN checkmark in the Standard or Read-Only column. Then set the needed granular permissions for the desired Procore tools follows:
Admin
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. 

    bidding-granular-permissions.png
     
    • 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.
Budget
  • 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 Budget tool. 

    lock-budget.png
     
    • Import Budget CSV. Grants users the privilege to import a budget from a CSV file.  See Import a Budget CSV.
    • Create and Edit Original Budget Amount. Grants users the privilege to create and edit the original budget amount. See Create a Budget Line Item and Edit a Budget.
    • View Direct Cost Details. Grants users the privilege to view transaction-level details being populated from the Direct Cost tool via a popup window that appears in the Budget tool. 
    • Delete Budget Line Items. Grants users the privilege to delete budget line items. See Delete a Budget Line Item.
    • Lock Budget. Grants users the privilege to lock the Budget tool. See Lock a Budget.
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. 

    commitments-granular-permission.png
    ​​​
    • View Private Purchase Orders: Grants users the privilege to see purchase orders marked as private, without having to add them to the 'Private' drop-down. Users can also view information in the Change Orders tab on private purchase orders. 
    • View Private Subcontracts: Grants users the privilege to see subcontracts marked as private, without having to add them to the 'Private drop-down. Users can also view information in the Change Orders tab on private subcontracts. 
    • 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.
Daily Log
Direct Costs
  • Select 'Read-only' or 'Standard' permissions in the Direct Costs column. 
  • Mark one (1) or more of the following checkboxes in the Granular Permissions area: 

    directcostsgranpermissions.png
    • Create Direct Cost. Grants users the privilege to add a direct cost to the project's Direct Costs tool. See Create a Direct Cost.
    • Update Direct Cost. Grants users the privilege to edit a direct cost in the project's Direct Costs tool. 
    • Delete Direct Cost. Grants users the privilege to delete a direct cost in the project's Direct Costs tool. 
Directory
Documents
Drawings
  • 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 Drawings tool. 

    drawings-granular-permission.png
     
    • Upload Drawings. Grants users the privilege to upload drawings to the drawings tool. All drawings uploaded to the Drawings tool by a 'Standard' or 'Read only' user will need to be reviewed for OCR accuracy and will be unpublished until an 'Admin' user reviews and publishes the drawings to the team. See What is the unpublished status on drawings?
Prime Contract
  • 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 Prime Contract tool. 

    gp-view-payment-app-detail.png
     
    • Create Prime Contract. Grants users the privilege to create a prime contract in the Project level Prime Contract tool. See Create a Prime Contract
    • Update Prime Contract. Grants users the privilege to edit a prime contract in the Project level Prime Contract tool. See Edit a Prime Contract
    • Delete Prime Contract. Grants users the privilege to edit a prime contract in the Project level Prime Contract tool.
    • View Payment Application Detail. Grants users the privilege to view the Details tab of the pay app and the tab's Export button. See Create a Payment Application (Pay App)

      This documentation details alpha, beta, and other prerelease software, and its accuracy and reliability is not guaranteed by Procore Technologies, Inc. It is being provided online for internal use and evaluation by authorized Procore Beta Participants only. To determine if your company is a Procore Beta Participant, please contact your Procore Procore point of contact. Procore is not responsible for and expressly disclaims all warranties of any kind with respect to this documentation and will not be responsible for any harm, loss, costs, or damages incurred due to its use.

       

       

      • BETA If your company's project is participating in the Payment Application Beta, this grants users the privilege to view the Details tab of the pay app and the tab's Export button. See Create a Pay App (Payment Application Beta).
      • BETA If your company's project is participating in the Payment Application Configuration PDF Beta Program, this permission also grants users the privilege to view the Config PDF tab and its Export button. See Edit a Payment Application's Configurable PDF View (Beta).
Punch List
  • 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 Punch List tool. 

    punch-list-granular-permissions.png
     
    • View Private Punch Items Assigned to Users Within Same Company. Grants a user the privilege to view all punch items assigned to colleagues within their same company (including punch items marked as 'Private'). See View All Punch List Items.
    • Respond to Punch Items Assigned to Users Within Same Company. Grants a user the privilege to respond to punch items assigned to other users within the same Procore company account. This includes responding to punch items marked as 'Private'. See Resolve a Punch List Item. 
  1. Click Update
    The system saves your changes to the selected permission template.

See Also