Duplicate a Company Permissions Template

Things to Consider

Steps

  1. Navigate to the company's Permissions tool.

  2. Click the Company Permissions Templates tab.

  3. Next to the permission template, click Actions and select Duplicate.

  4. Enter a name for the new permissions template.

  5. Click Confirm to duplicate the 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 permission template, click the duplicate Icon Duplicate icon.
    4. Enter a name for the new permissions template.
    5. Click Confirm and Duplicate Template.

Next Steps

See Also