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Procore

Create a Company Permissions Template

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Objective

To create a company permissions template.

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the company's Permissions tool.
  • Additional Information:
    • Procore's permission levels (None, Read Only, Standard, and Admin) define what actions users can perform and what information they can view in each Procore tool. See User Permissions Matrix - Web.
    • A company permissions template cannot have the same name as a project permissions template.

Steps

  1. Navigate to the company's Permissions tool.
  2. Click the Company Permissions Templates tab.
  3. Click Create Company Permissions Template.
  4. In the 'Create Company Permissions Template' window, enter a name for the company permissions template and click Confirm.
    You are redirected to the 'Edit Template' page for your new company permissions template. See Edit a Company Permissions Template.