Project Directory - User Permissions
Directory
Important
Permissions
| | The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.
Users can take the action with this permission level.
Users can take this action with this permission level AND one or more additional requirements, like granular permissions.
What granular permissions are available for the Project level Directory tool?
Important
A user who is granted 'Admin' level permissions to the Project level Directory tool is also automatically granted 'Admin' permissions to all of the project's tools.| Action | None | Read Only | Standard | Admin | Notes |
|---|---|---|---|---|---|
|
Add a Company to the Project Directory |
|
|
|
On a mobile device, this action can be performed offline. Tasks performed offline are be synced with Procore when a network connection is reestablished. | |
|
Add a Contact to your Device |
|
|
|
On a mobile device, this action can be performed offline. | |
|
Add a Distribution Group to the Project Directory |
|
|
|
||
|
Add a Phone Calls Entry from the Directory |
|
|
|||
|
Add a User Account from the Company Directory to the Project Directory |
|
|
|
Users with both granular permissions can add users from the 'Add User' or 'Bulk Add' option. | |
|
Add a User Account from the Company Directory to the Project Directory |
|
|
|
If you only have the 'Add from Company Directory' granular permission, you must use the Bulk Add function. | |
|
Add Project Insurance to a Company Record in the Project Directory |
|
|
|
||
|
Assign a Project Permissions Template to a User in the Project Directory |
|
|
|
Users with granular permissions can only assign permissions templates that are designated as assignable permissions templates to others based on their own permissions template settings. |
|
|
Bulk Add Users and Companies from the Company Directory |
|
|
|
Users with the granular permission can only assign 'Assignable Permission Templates' to others based on their own permissions template settings. | |
|
Change a User's Permissions Template in the Project Directory |
|
|
|
Users with the granular permission can only assign 'Assignable Permission Templates' to others based on their own permissions template settings. | |
|
Change a User's Permissions Manually in the Project Directory |
|
||||
|
Configure the Project Team on the Project Home Page |
|
|
|
||
|
Configure Advanced Settings for the Project Directory: Edit Permissions |
|
||||
|
Configure Advanced Settings for the Project Directory: Edit Project Roles |
|
|
|
||
|
Configure the Project Team on the Project Overview Page |
|
|
|
||
|
Configure Schedule Notification Emails |
|
Users also need 'Admin' level access to the project's Schedule tool. | |||
|
Create a Project Specific Permissions Template from the Project Directory |
|
||||
|
Create a User Account in the Project Directory |
|
|
|
To assign a new user a permissions template other than the project's default, you need additional permissions. See rows for Assign or Change a Permissions template. | |
|
Customize the Column Display in the Directory Tool |
|
|
|
||
|
Deactivate a Company in the Project Directory |
|
|
|
||
|
Delete a Distribution Group from the Project Directory |
|
||||
|
Download vCard for a User Account in the Project Directory |
|
|
|
||
|
Edit a Company in the Project Directory |
|
|
|
||
|
Edit a Distribution Group |
|
|
|
||
|
Edit a User's Default Email Notifications |
|
||||
|
Edit an Active Account in the Project Directory |
|
|
|
Only users with 'Admin' level permissions can edit inactive user accounts. | |
|
Edit an Inactive Account in the Project Directory |
|
||||
|
Email Forward Contact Information |
|
|
|
||
|
Enable Schedule Notifications for a User on a Project |
|
||||
|
Enable Weather Delay Alerts by Phone or Email |
|
||||
|
Export the Project Directory to CSV or PDF |
|
|
|
||
|
Forward Contact Information by Email |
|
|
|
||
|
Invite or Reinvite a User to Join a Procore Project |
|
|
|
||
|
Reactivate a Company in the Project Directory |
|
||||
|
Reactivate a User in the Project Directory |
|
||||
|
Remove a Company from the Project Directory |
|
|
|
||
|
Remove a User from a Project |
|
|
|
||
|
Remove Project Insurance from a Company Record |
|
|
|
||
|
Request Company and People Imports |
|
|
|||
|
Save Contact to Phone on a Mobile Device |
|
|
|
||
|
Search and Filter Active Users, Contacts, and Companies in the Project Directory |
|
|
|
||
|
Search and Filter Inactive Users, Contacts, and Companies in the Project Directory |
|
||||
|
Send a Message or WhatsApp to a Contact |
|
||||
|
Set Bidder Information at the Project Level |
|
||||
|
Switch Between Views in the Project Directory |
|
|
|
||
|
View Active Users, Contacts, and Companies in the Project Directory |
|
|
|
On a mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device. | |
|
View Inactive Users, Contacts, and Companies in the Project Directory |
|
||||
|
View Company Insurance Information |
|
|
|
||
|
View User Change History |
|
||||
|
View User Details |
|
|
|
