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Procore

Rename a Permission Template

Objective

To rename a permission template from the list view in the company's Permissions tool.

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the company's Permissions tool OR 'Admin' level permissions on the Company level Directory tool.

Steps

  1. Navigate to the company's Permissions tool.
  2. Click Actions and select 'Rename' next to the permission template you want to rename.
  3. In the 'Rename Project Permissions Template' window, enter a new name for the template and click Confirm.
    A green banner displays to confirm the template was renamed.

See Also

 

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