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Permissions

Table of contents

Directory

The following table highlights which user permissions are required to perform the described user action. 

Important! A user who is granted 'Admin' level permissions to the project's Directory tool is also automatically granted 'Admin' permissions across all of the project's tools.

mobile-icon-med.png - Denotes an action that is supported in Procore's iOS and/or Android mobile application. 

Task None Read-only Standard Admin
Add a Company to the Project Directory   icon_checkmark_h17.png6 icon_checkmark_h17.png1 icon_checkmark_h17.png
Add a Distribution Group to the Project Directory   icon_checkmark_h17.png6 icon_checkmark_h17.png2 icon_checkmark_h17.png
Add a Person to the Project Directory    icon_checkmark_h17.png6 icon_checkmark_h17.png3 icon_checkmark_h17.png
Add Insurance for a Vendor in the Project Directory       icon_checkmark_h17.png
Assign a Permission Template to a Project User       icon_checkmark_h17.png
Bulk Add People and Companies to a Project from the Company Directory   icon_checkmark_h17.png6 icon_checkmark_h17.png4 icon_checkmark_h17.png
Change a User's Permissions       icon_checkmark_h17.png
Change Your Email Address in Procore   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Configure the Project Team on the Project Home Page       icon_checkmark_h17.png
Configure Advanced Settings: Project Directory       icon_checkmark_h17.png
Create a Project Permission Template from the Project Directory       icon_checkmark_h17.png
Deactivate a Company in the Project Directory       icon_checkmark_h17.png
Delete a Distribution Group from the Project Directory       icon_checkmark_h17.png
Download vCard for a Person       icon_checkmark_h17.png
Edit a Company in the Project Directory       icon_checkmark_h17.png
Edit a Distribution Group       icon_checkmark_h17.png
Edit a Person in the Project Directory       icon_checkmark_h17.png
Enable Schedule Notifications       icon_checkmark_h17.png
Enable Weather Delay Alerts by Phone or Email       icon_checkmark_h17.png
Export the Project Directory to CSV or PDF     icon_checkmark_h17.png icon_checkmark_h17.png
Forward Contact Information by Email mobile-icon-sm.png   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Import Users into the Project Directory       icon_checkmark_h17.png5
Import Vendors into the Project Directory       icon_checkmark_h17.png5
Invite or Reinvite a Person to a Project       icon_checkmark_h17.png
Reactivate a Company in the Project Directory       icon_checkmark_h17.png
Remove a Company from a Project       icon_checkmark_h17.png
Remove a User from a Project       icon_checkmark_h17.png
Remove Project Insurance       icon_checkmark_h17.png
Save Contact to Phone on a Mobile Device mobile-icon-sm.png   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Search and Filter the Project Directory   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Set Bidder Information at the Project Level       icon_checkmark_h17.png
Set up a Project Directory       icon_checkmark_h17.png
Switch Between Views in the Project Directory   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
View the Project Directory mobile-icon-sm.png   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png

1 Users with 'Standard' level permissions on the project's Directory must also be also granted the 'Create and Edit Companies' granular permission for the Project Directory. See Grant Granular Permissions in a Permission Template

2 Users with 'Standard' level permissions to the project's Directory must also be granted the 'Create and Edit Distribution Groups' granular permission for the Project Directory. See Grant Granular Permissions in a Permission Template

3 Users with 'Standard' level permissions to the project's Directory must also be granted the 'Create and Edit Users' granular permission for the Project Directory. See Grant Granular Permissions in a Permission Template

4 Users with 'Standard' level permissions to the project's Directory must also be granted the 'Add from Company Directory' granular permission for the Project Directory. See Grant Granular Permissions in a Permission Template

5 Users with 'Admin' level permissions to the project's Directory tool must submit an import request to imports@procore.com. See Import Users to the Project Directory and Import Vendors to the Project Directory.

6 Users with 'Read-only' level permissions to the project's Directory can perform this action if they are also granted granular permissions for the Project Directory. See Can I provide users with 'Read-Only' level permission with limited access to update information in Procore?

Job Role

The following table highlights which user permissions are typically granted to a user based on their job role on a project. A user's permissions for a specific tool are granted on a per project basis. To learn how to create permission templates that you can apply to groups of users based on their job role, see Manage Permission Templates.

Job Role None Read-only Standard Admin
Architect icon_checkmark_h17.png      
Company Administrator       icon_checkmark_h17.png
Engineer icon_checkmark_h17.png      
Owner / Construction Manager   icon_checkmark_h17.png    
Project Manager       icon_checkmark_h17.png
Subcontractor icon_checkmark_h17.png      
Superintendent   icon_checkmark_h17.png    

 

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Last modified
11:37, 15 Aug 2017

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