Delete a Company Permissions Template

Things to Consider

  • Required User Permissions

  • Company permissions templates can only be deleted when there are no users assigned to the template.

Prerequisites

Steps

  1. Navigate to the company's Permissions tool.

  2. Click the Company Permissions Templates tab.

  3. Next to the template, click Actions and select Delete.

  4. Click Confirm to delete the permissions template.

     Note
    To delete a permissions template, you must first reassign its users to a different template.
 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 Permissions Templates tab.

  3. Next to the template, click the delete Icon Delete Trash6 icon.

  4. Click Delete to confirm.

 Note
To delete a permissions template, you must first reassign its users to a different template.

See Also