Sage 100 - User Permissions

Admin Tool

Task	None	Read Only	Standard	Admin
Configure Cost Code Preferences for Sage 100

Directory Tool

Task	None	Read Only	Standard	Admin
Consolidate Duplicate Vendors in the Company Directory
Remove Company Duplicates from the Procore Directory
Send a Procore Company to the ERP Integrations Tool

ERP Integrations Tool

To complete the following tasks for Procore + Sage 100 Contractor®, you will need these permissions on ERP Integrations tool.

Task	Read Only	Standard	Accounting Approver1	Admin
Accept or Reject a Budget for Export to Sage 100 Contractor
Accept or Reject a CCO for Export to Sage 100 Contractor
Accept or Reject a Commitment for Export to Sage 100
Accept a Reject a Company for Export to Sage 100
Accept or Reject a Project for Export to Sage 100
Add Sage 100 Standard Cost Codes to a Project
Add a Phase from Sage 100 to a Procore Project as a Sub Job		2
Add a Procore Project to Sage 100
Add a Sage 100 Job to Procore		2
Add a Sage 100 Vendor to Procore's Company Directory
Add 'Sub Job' Segment Items to a Procore Project
Archive a Sage 100 Vendor in Procore
Assign Default Cost Types to Cost Codes
Configure Cost Code Preferences for Sage 100
Configure the ERP Integration Settings
Configure the Vendor Type Import Settings for Sage 100
Create an hh2 Service Account in Sage 100	3 Requires permission to create accounts in Sage 100 Contractor®
Create and Sync Vendors with Sage 100 Contractor
Delete a Commitment Synced with Sage 100 Contractor®
Delete a CCO Synced with Sage 100 Contractor®
Edit a Commitment Synced with Sage 100
Edit the Name of a Sub Job from Sage 100 in a Procore Project
Export a CCO to Sage 100
Export a Commitment to Sage 100
Export a Procore Budget to Sage 100
Export a Vendor/Company to Sage 100 Contractor
Import a Budget from Sage 100
Link a Sage 100 Contractor® Vendor to a Procore Company
Perform an On-Demand Sync with Sage 100
Re-import a Budget from Sage 100
Request to Enable ERP Integrations for Sage 100 Contractor
Restore an Archived Sage 100 Vendor in Procore
Retrieve a Budget from ERP Integrations Before Acceptance
Retrieve a CCO from ERP Integrations Before Acceptance
Retrieve a Commitment from ERP Integrations Before Acceptance
Retrieve a Company from ERP Integrations Before Acceptance
Retrieve a Project from ERP Integrations Before Acceptance
Search the ERP Integrations Tool
Sync Procore Projects with Sage 100 Jobs
Unlink CCOs Synced with Sage 100 Contractor®
Unlink Commitments Synced with Sage 100 Contractor®
Unlink a Synced Sage 100 Vendor
Update Project Cost Codes for Export to Sage 100
View a List of Synced Sub Jobs for Sage 100		2
View a Sage 100 Job Costs Report
View an Accountant Report for Sage 100
View the Archived Vendors List for Sage 100
View the Sync Schedule Page for Sage 100

¹ An accounting approver is a user with either 'Standard' or 'Admin' permissions to the ERP Integrations tool who has been granted the 'Can Push to Accounting' privilege. See What is the Accounting Approver role? 

² Requires 'Standard' level permission to the ERP Integrations tool and one (1) of the following: (1) 'Admin' level permission on the Company Directory or a Procore user account that has been granted the 'Create New Project' privilege. See Allow Users to Create New Projects.

³ This task is performed in Sage 100 Contractor® and requires the user to have permission to create accounts.

Admin Tool

Task	None	Read Only	Standard	Admin
Add 'Sub Job' Segment Items to a Procore Project
Edit the Name of a Sub Job from Sage 100 in a Procore Project
Refresh the Sage 100 Cost Codes on a Project

Bidding Tool

Task	None	Read Only	Standard	Admin
Award a Winning Bid and Convert it to a Purchase Order
Award a Winning Bid and Convert it to a Subcontract

Budget Tool

Task	None	Read Only	Standard	Admin
Send a Budget to ERP Integrations for Accounting Acceptance

Commitments Tool

Task	None	Read Only	Standard	Admin
Create a Commitment
Create a Commitment Change Order
Create a Purchase Order
Create a Subcontract
Delete a Commitment Synced with Sage 300 CRE
Request to Reset a Commitment Synced with Sage 300 CRE
Resend a Rejected Commitment to ERP Integrations for Accounting Acceptance
Send a Change Order to ERP Integrations for Accounting Acceptance
Send a Commitment to ERP Integrations for Accounting Acceptance

Directory Tool

Task	None	Read Only	Standard	Admin
Create and Sync Vendors with Sage 100 Contractor