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Procore

Download a Project Permissions Template Assignment Export (CSV)

Objective

To download a Template Assignment Export as a CSV file in the company's Permissions tool. 

Background

Downloading a Template Assignment Export allows you to review a selection of user data including the project permissions templates assigned to all users in all of your company's Procore projects.

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the company's Permissions tool.

Steps

  1. Navigate to the company's Permissions tool.
  2. Click the Project Permissions Templates tab.
  3. Click Reporting and select Template Assignment Export-CSV.

    permissions-template-assignment-export-csv.png

    A banner displays to confirm that the file will be emailed to you when it's ready to be downloaded. 
  4. When the file is ready to be downloaded, Procore sends you an email with 'Your Permission Template Assignment Export for [Company Name] CSV is ready' in the subject line.
  5. Click the file name link in the email.
    The following information for each user in each project is included in the CSV file:
    • Company. Your company's name. 
    • Project Name. The Procore project name.
    • Project ID. The Procore project ID number. 
    • Template. The permissions template assignment for the user on the project.
      Note: If no template has been assigned, this field is blank.
    • Email. The email address for the user. 
    • First Name. The first name of the user. 
    • Last Name. The last name of the user. 
    • Full Name. The user's full name. 
    • Job Title. The user's job title as entered on their user account profile in the Project level or Company level Directory tool.
    • Is Employee. Indicates whether or not the user has been designated as an employee of your company.
    • Has Project Creation Override. Indicates whether or not the user has been granted permission to create projects. 

See Also