Assign Company Permissions Templates in the Permissions Tool

Things to Consider

Prerequisites

Assign a Company Permissions Template to One User

  1. Navigate to the company's Permissions tool.

  2. Click the User Permissions tab.

  3. Assign permissions.

    • Single User

      1. Next to the user, click Actions and select Assign Company Permissions.

      2. Click Assign next to the company permissions template you want to assign to the user.

      3. Click Confirm.

    • Bulk Assign Users

      1. Mark the checkbox next to the users you want to assign the same company permissions template to.

      2. Click Bulk Actions and Select Assign Company Permissions.

      3. Click Assign next to the company permissions template you want to assign to the users.

      4. Click Confirm.

         In Beta

        Company Administrators can enable the New Permissions User Interface beta in Procore Explore. (US 2 | UK)

        Navigate to the company's Permissions tool.

        Click the User Permissions tab.

        Assign permissions.

        • Single User

          1. Next to the user, click Assign and select Company Permissions.

          2. Click Assign next to the company permissions template you want to assign to the user.

          3. Click Confirm.

        • Bulk Assign Users

          1. Mark the checkbox next to the users you want to assign the same company permissions template to.

          2. Click Assign Company Permissions.

          3. Click Assign next to the company permissions template you want to assign to the users.

          4. Click Confirm.

Reassign a Company Permissions Template

  1. Navigate to the company's Permissions tool.

  2. Click the Company Permissions Templates tab.

  3. Next to the permissions template, click Actions and select Manage Users.

  4. Reassign Permissions.

    • Single User

      1. Next to the user, click Actions and select Reassign.

      2. Click Confirm.

      3. Click Reassign to Template from the available Company Permissions Templates.

    • Bulk Reassign Users

      1. Mark the checkboxes for the users you want to reassign.

      2. Click Bulk Actions and select Reassign.

      3. Click Confirm.

      4. Click Reassign to Template from the available Company Permissions Templates.

         In Beta

        Company Administrators can enable the New Permissions User Interface beta in  Procore Explore. (US 2 | UK)

        1. Navigate to the company's Permissions tool.
        2. Click the Company Level Templates tab.
        3. Click the template.
        4. Click the Users tab.
        5. Assign permissions.

        • Single User

          1. Next to the user, click Actions and select Reassign.

          2. Click Confirm.

          3. Click Reassign to Template next to the template you want to assign.

        • Bulk Assign Users

          1. Mark the checkbox next to the users you want to assign the same permissions template to.

          2. Click Bulk Actions and select Reassign.

          3. Click Reassign to Template next to the template you want to assign.

See Also