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Can I provide users with 'Read-Only' level permission with limited access to update information in Procore?

Answer

Yes. If you have a special use case where you want to significantly restrict your end users' ability to perform the default tasks associated with Procore's 'Standard' or 'Admin' level permission on a Procore tool (see User Permission Matrix - Web), your company's Procore Administrator can use the granular permissions feature in Procore to create a role-based permission template to suit your needs. You can then assign that permission template to the desired user(s) on your project. 

Supported Tools

You can assign granular task permissions to a new or existing permission template for these Project level tools in Procore. To learn about the tasks associated with these permissions, see Grant Granular Permissions in a Permission Template

Tool Available Granular Permission
Admin Manage Cost Codes
  Manage Active Tabs
Bidding Create Bid Notes
  Edit Bid Notes
  Delete Bid Notes
Commitments Create Purchase Order
  Create Subcontract
  Update Purchase Order
  Update Subcontract
Daily Log Allow Subcontractor Entry
Directory Add from Company Directory (Assignable Permission Templates Only)
  Create and Edit Users (Assignable Permission Templates Only)
  Create and Edit Distribution Groups
  Create and Edit Vendors
  Manage Permission Templates (Assignable Only)
Documents Access Private Folders and Files
  Rename Folders and Files
  Move and Copy Files and Folders
  Set Permissions
  Delete Folders and Files
  See Recycle Bin
Drawings Upload Drawings

Example Use Cases

The table below describes some examples of common uses cases that can be addressed using granular permissions. See Grant Granular Permissions in a Permission Template.

Tool Example Use Case Recommended Solution
Admin I want to provide a trusted accountant with permission to create, edit, and delete cost codes for a Procore project.  Create a new permission for the role. Assign the template the Manage Cost Codes granular permission. Then assign that template to the user on the project to apply the changes. See Manage Permission Templates.
Bidding I want to provide an internal user with permission to create, edit, and delete bid notes on a bid package. However, I don't want that user to have permission to perform the other tasks associated with the default 'Standard' or 'Admin' level permission on the project's Bidding Tool.  Create a new permission template for the role. Assign that template the Create Bid Notes, Edit Bid Notes, and Delete Bid Notes granular permissions. Then assign that template to the user on the project to apply the changes. See Manage Permission Templates.
Commitments We hired a few temporary employees who will help us create and update purchase orders and subcontracts on our project. However, we do not want to grant those users 'Standard' or 'Admin' level permission to the Commitments tool because we do not want them to be able to delete commitments or create change order requests on the project.  Create a new permission template for the role. Assign that template the Create Purchase Order, Create Subcontract, Update Purchase Order, and Update Subcontract granular permissions. Then assign that template to the user on the project to apply the changes. See Manage Permission Templates.
Directory I need to grant access permission to a trusted user, so that this person can create/edit people and company records, as well as create/edit Distribution Group membership on the Project Directory. However, I do not want to grant this person ‘Standard’ or 'Admin' level permission, because I do not want this person to have the ability to export the Project Directory and perform other tasks. I want to limit this person's ability to only be allowed to create and edit user groups, companies, and distribution groups.  Create a new permission template for the role. Assign that template the Add from Company Directory (Assignable Permission Templates Only), Create and Edit Users (Assignable Permission Templates Only), Create and Edit Distribution Groups, Create and Edit Vendors granular permissions. Then assign that template to the user on the project to apply the changes. See Manage Permission Templates.
Documents I would like to provide our project's administrative coordinator with limited access permissions to move, copy, and rename files and folders in the Documents tool. However, I do not want to provide that person with 'Standard' or 'Admin' level permissions to the Documents tool because I do not want them to be able to delete, upload, or replace any files or folders.  Create a new permission template for the role. Assign that template the Move and Copy Files and Folders and Rename Folders and Files granular permissions. Then assign that template to the user on the project to apply the changes. See Manage Permission Templates.
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Last modified
10:40, 30 Aug 2017

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