Grant Granular Permissions in a Company Permissions Template
Objective
To grant granular permissions on a company permissions template to allow users assigned to that template to perform specific actions or to view specific information on supported tools.
Things to Consider
- Required User Permissions:
- 'Admin' level permissions on the company's Permissions tool.
- Additional Information:
- Procore's permission levels (None, Read Only, Standard, and Admin) define what actions users can perform and what information they can view in each Procore tool. See User Permissions Matrix - Web.
Prerequisites
Steps
- Navigate to the company's Permissions tool.
- Click the Company Permissions Templates tab.
- Click Actions next to the template you want to grant granular permissions for and select Edit Template.
- Select the button in the Read Only or Standard column on the row for the supported tool you want to grant granular permissions for.
Tip
See User Permissions Matrix - Web for more information about the different actions that can be performed by users with the permission level you select. - Click the expand
or collapse 
icon to open or close the granular permissions menu for each supported tool.
Note: This icon only displays when Read Only or Standard is selected. - Mark the 'Turn ALL ON' checkbox to enable all of a supported tool's granular permissions on the permissions template.
Note: This checkbox name changes to 'Turn ALL OFF' if all of a supported tool's granular permissions are enabled.
OR
Mark the checkbox for each granular permission you want to enable on the permissions template for one or more of the following tools: - Click Save.
Bid Board
- Can access projects for all users: Grants users the privilege to view and access all projects in the company's Bid Board, instead of only the projects that they are assigned to as 'Estimator'. See View the Bid Board.
- Can edit Project details: Grants users the privilege to edit Bid Board project details. See Edit a Bid Board Project.
- Can manage Documents: Grants users the privilege to manage documents for Bid Board projects. See Delete Documents from a Bid Board Project.
- Can manage Notes and Tasks: Grants users the privilege to manage notes and tasks in Bid Board projects. See Add or Manage Notes in a Bid Board Project and Add or Manage Tasks in a Bid Board Project.
- Can export Estimate and Bid documents: Grants users the privilege to export estimates and bid documents in Bid Board projects. See Export an Estimate from a Bid Board Project and Export a Bid from a Bid Board Project.
Directory
- Create and Edit Companies: Grants users the privilege to create, edit, view, and deactivate company profiles. See Add a Company to the Company Directory.
- View Company Detail: Grants users the privilege to view company records. See View Company Details in the Company Level Directory Tool.
- Create and Edit Users: Grants users the privilege to create, edit, view, and deactivate user profiles. See Add a User Account to the Company Directory.
Note: Some fields can only be edited by users with 'Admin' level permissions on the Company level Directory tool. - View User Detail: Grants users the privilege to view user records. See View User Details in the Company Level Directory Tool.
Beta Workflows
- View Workflow Templates: Grants users the privilege to view workflow templates that have already been created. By default, this granular permission is on for 'Read Only' and 'Standard' users and cannot be turned off.
- Create and edit workflow templates: Grants users the privilege to create and edit new and existing workflow templates. By default, this granular permission is on for 'Standard' users and cannot be turned off. See Create a Custom Workflow Template.
- Delete Workflow Templates: Grants users the privilege to delete unpublished workflow templates. See Delete a Custom Workflow Template.
- Assign Workflow Templates to all Projects: Grants users the privilege to assign workflow templates to all projects. See Assign a Custom Workflow Template to a Project.