Grant Granular Permissions in a Project Permissions Template

Project permissions templates are used to create a set of permissions that can be assigned to multiple users. Project permission levels are 'None', 'Read Only', 'Standard', and 'Admin'. Each of those levels allows users to perform a certain set of actions and view certain information.

Granular permissions can be granted to users with 'Read Only' or 'Standard' level access to a tool through permissions templates to allow them to perform additional specific actions, or view specific additional information.

• Required User Permissions

Take one of the following actions:

• Create a Project Permissions Template

• Create a Project Specific Permissions Template from the Project Directory

1. Navigate to the company's Permissions tool.

2. Click the Project Permissions Templates tab.

3. Click Actions next to the template you want to grant granular permissions for and select Edit Template.

4. Select the button in the Read Only or Standard column on the row for the supported tool you want to grant granular permissions for.

5. If available, click the expand mark the checkbox for any granular permission you want to grant. See Which Procore tools support granular permissions?

6. Click Save.

    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 Project Permissions Templates tab.
   3. Click the template name.
   4. Configure Permissions for each tool.

       Tip

      For granting default Read Only, Standard, or Admin without granular permissions:

      • Single Tool - Select the permissions level from the dropdown menu in the 'Permission Level' column.
      • Bulk Update - Mark the tools' checkboxes and select the permissions level under the 'Search' bar.

          a. Click Configure next to the tool.

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

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

          d. Click Save Configuration.

   5. Repeat step 6 for each tool.

   6. Click Save and Apply.

   7. Click Save and Apply to confirm.

• Assign a Project Permissions Template to a User in the Company Directory

• Assign a Project Permissions Template to a User in the Project Directory