Edit a Project Permissions Template

Background

Project permission templates let you quickly assign permissions to users for project level tools. You can assign users 'None', 'Read Only', 'Standard', or 'Admin' access to each company level tool. For some tools, you can also assign granular permissions to perform specific actions.

There are a few kinds of project permissions templates.

  • Global Permissions Templates

    • Can be assigned for any project in your company's Procore account.

    • Can be set as a user's Default Permissions Template, which will automatically apply it to all future projects.

    • Procore provides a set of default project permissions templates.

  • Project-Specific Permission Templates

    • Can only be assigned to users for a specific project.​

  • Assignable Project Permissions Templates

Things to Consider

Prerequisites

Take one of the following actions:

Steps

  1. Navigate to the company's Permissions tool.

  2. Click the Project Permissions Templates tab.

  3. Next to the permissions template, click Actions and select Edit Template.

  4. For each Project level Procore tool, select the permission level for the template:

    • None. Grants no access to the Procore tool.

    • Read Only. Grants read-only access to the Procore tool.

      • If available, mark the checkbox for any granular permission you want to grant.

    • Standard. Grants standard access to the Procore tool.

      • If available, mark the checkbox for any granular permission you want to grant.

    • Admin. Grants admin access to the Procore tool.

  5. Click Save and select from the following:

    • Save.

    • Save & Return to Company Permissions.

 In Beta

Company Administrators can enable the New Permissions User Interface beta in Procore Explore. (US 2 | UK)

  1. Navigate to the Company level Permissions tool.

     Note
    You must have access permissions. For details, see Permissions.

  2. Click the Project Permissions Templates tab.

  3. Click the template name.

  4. Configure permissions for each tool.

    1. Select None, Read Only, Standard, or Admin.

       bulk update
      To bulk grant Read Only, Standard, or Admin without granular permissions, mark the tools' checkboxes and click the permissions level.

    2. To grant additional permissions, mark the checkbox next to the granular permission.

       Note
      • Actions marked with a gray 'x' cannot be assigned as granular permissions. To perform these actions, users must have 'Standard' or 'Admin' level access to the tool.
      • If available, click the notepad NotepadList icon to view details about that granular permission.

    3. Click X to close the panel or continue editing other tools. Procore saves all changes when you save the template.

  5. Repeat step 4 for each tool.

  6. Click Save and Apply.

  7. Click Save and Apply to confirm.

See Also