Skip to main content
Procore

Manage Permission Templates

Background

In Procore, Role-Based Permissions (RBP) are used to manage user access to different Procore tools. Access for each role is defined in a permission template. By default, Procore provides its clients with several role-based permission templates. For details, see What is a permission template? and What are the default permission templates in Procore?

If your company wants to modify Procore's default permission templates or if you want create your own templates to fit your organization's specific needs, review the topics below.

Things to Consider

  • Required User Permissions:
    • To create global permission templates:
      • 'Admin' level permissions on the company's Permissions tool.
    • To create project specific permission templates in the Permissions tool:
      • 'Admin' level permissions on the company's Permissions tool.
    • To create project specific permission templates in the Project level Directory tool:
      • 'Admin' level permissions on the Project level Directory tool.
    • To edit, rename, duplicate, and delete permission templates:
      • 'Admin' level permissions on the company's Permissions tool.
    • To assign global permission templates to users:
      • 'Admin' level permissions on the Company level Directory tool.
    • To assign project specific permission templates to users:
      • 'Admin' level permissions on the Company level Directory tool.
        OR
      • 'Admin' level permissions on the Project level Directory tool.
        OR
      • 'Read Only' or 'Standard' level permissions on the Project level Directory tool with the 'Create and Edit Users (Assignable Permission Templates Only)' granular permission be enabled on your permission template.
  • Additional Information:
  • Was this article helpful?