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Procore

Configure Advanced Settings: Company Reports

Objective

To configure advanced settings for the company's Reports tool.

Things to Consider

  • Required User Permission: 'Admin' permissions on the project's Reports tool.

Steps

Set User Permissions for the Reports Tool

  1. Navigate to the company's Reports tool.
    This reveals the Company Reports page.
  2. Click the Configure Settings  icon.
    This reveals reveals the 'User Permissions for Reports' page. 
  3. 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 The user has been granted this access permission level to the tool.
    RED The user has NOT been granted this access permission to the tool.
    GREY The user is either (1) a Procore Administrator or, (2) has been granted access permission to the Procore tools on this project using a permission template (see What is a permission template?). To change the user's access permission level, follow the steps in Manage Permission Templates

 

See Also

 

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