Create a Company Permissions Template

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.

Next Steps

Edit a Company Permissions Template

See Also

• Add a User Account to the Company Directory
• Create a Project Permissions Template