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Edit Permissions Templates for Resource Planning

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Objective

To edit permissions templates for Resource Planning.

Background

In Procore, role-based permissions are used to manage user access to different Procore tools. In Resource Planning, additional permissions templates give access to different actions within the Resource Planning tool. There are four standard permissions templates in Resource Planning. You can use these permission templates, or create your own based on the available granular permissions. You can edit these templates at any time. See What granular permissions are available for the company's Resource Planning tool?

Things to Consider

  • Required User Permissions
  • Users can only be assigned one permissions template in Resource Planning.
  • The 'Admin' template cannot be edited or deleted.
  • You can click the info icon-info-black-ios.png icon next to each granular permission to see details.
 Important

To access the Resource Planning tool, users must also have 'Read Only' level permissions or higher to the Resource Planning tool. This is set by creating and applying a permission template in Procore's Permissions tool.

  1. Create a Company Permissions Template
  2. Assign a Company Permissions Template to One or More Users

Steps

  1. Navigate to the Company level Resource Planning tool.
  2. Click the Configure Settings icons-settings-gear.png icon.
  3. Click Permissions.
  4. Locate the permissions template that you want to edit and click Edit.
  5. Update the Name of the permissions template.
  6. Mark the checkbox for each granular permission you want to enable or disable on the permissions template.
  7. Click Save.