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Procore

Export Permission Templates to PDF

Objective

To export your company's permission templates to a PDF in the company's Permissions tool.

Background

Exporting your company's permission templates allows you to review the permission settings, including any granular permissions, for each permission template in one file.

Things to Consider

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

Steps

  1. Navigate to the company's Permissions tool.
  2. Click Reporting and select Template Export-PDF.

    permissions-templates-export-pdf.png

    The system opens a PDF file of all permission templates that have been created in your company's Procore account. Each template has its own page that outlines which permission levels, including any granular permissions, have been assigned to the template.

See Also

 

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