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Procore

Create a Project Permissions Template

Objective

To create a project permissions template in the company's Permissions tool. 

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 project permissions templates. For details, see What is a permission template? and What are the default project permissions templates in Procore?

There are two types of project permissions templates in Procore:

  • A global permission template can be assigned to any user on any project in your company's Procore account. Global permissions templates are created and managed in the company's Permissions tool.
  • A project specific permission template can only be assigned to a user who has been added to the corresponding project's Directory. Project specific permissions templates are created in either the company's Permissions tool or in the Project level Directory tool and managed in the company's Permissions tool.

Things to Consider

Steps

Create a Global Permission Template

  1. Navigate to the company's Permissions tool.
  2. Click the Project Permissions Templates tab.
  3. Click +Create Project Permissions Template and select Global - Assignable to All Projects.
  4. Enter a name for the template in the 'Create Global Permissions Template' window and click Confirm.
    You are redirected to the 'Edit Template' page for your new permissions template. See Edit a Project Permissions Template.

Create a Project Specific Permission Template

  1. Navigate to the company's Permissions tool.
  2. Click the Project Permissions Templates tab.
  3. Click +Create Project Permissions Template and select Specific - Assignable to a Specific Project.
  4. Enter a name for the template in the 'Create Project Specific Permissions Template' window and click Confirm.
  5. On the 'Select Project to Assign to Template' page, click Select next to the project you want to create a new permissions template for.
    You are redirected to the 'Edit Template' page for your new permissions template. See Edit a Project Permissions Template.