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Procore

Duplicate a Permission Template

Objective

To duplicate a permission template in the company's Permissions tool.

Things to Consider

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

Steps

  1. Navigate to the company's Permissions tool.
  2. Click Actions and select 'Duplicate' next to the permission template you want to duplicate.
  3. In the 'Duplicate Project Permissions Template' window, complete the following:
    • Enter name for the new permission template.
    • Select the button next to 'Create Global Template' or 'Create Project Specific Template'.
    • Click Confirm.
      You are redirected to the 'Edit Template' page for the new permission template and a green banner displays to confirm the template was duplicated. See Edit a Permission Template.

See Also

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