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Procore

Set User Permissions for the Portfolio Tool

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Objective

To set user permissions for the company's Portfolio tool. 

Background

There are two ways that users with 'Admin' level permission can set user permissions for accessing the company's Portfolio tool. If you have a small number of Procore users, you can use the Steps below to set permissions. For company accounts with a greater number of users, it is recommended that you use permissions templates. For details, see Manage Project Permissions Templates.

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the company's Portfolio tool. 
  • Additional Information:
    • If you have a small number of users accessing your Portfolio tool, you may use the steps below. 
    • If you have a greater number of users accessing your Portfolio tool, it is recommended that you use permissions templates. See Manage Project Permissions Templates.

Steps

  1. Navigate to the company's Portfolio tool.
    This reveals the Portfolio page 
  2. Click Configure Settings icons-settings-gear.png.
    This reveals the Configure Portfolio Settings page. 
  3. In the right pane, click Permissions Table.
    This reveals the 'User Permissions for Portfolio' page.
  4. Set the access permission level for the tool's users by clicking the icon in the desired column so a GREEN checkmark appears: ​

    The color-coded icons in the user permissions area denotes the user's access permission level to the tool. To learn more, see What are the default permission levels in Procore?

    Icon Color Definition
    green-check.png GREEN The user has been granted this access permission level to the tool.
    red-x.png RED The user has NOT been granted this access permission to the tool.
    grey-x.png GREY The user is either a Procore Administrator or has been granted permissions to the Procore tools in this company using a permissions template (see What is a permissions template?). To change the user's permission level to this tool, see Manage Company Permissions Templates.

See Also