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Assign a Permission Template to a Project User

Objective

To assign a company or project permission template to a user in the Project Directory.

Background

In Procore, Role-Based Permissions (RBP) are used to manage user access to different Procore tools. Access for each role is defined in a permission template. By default, Procore provides its client's with several role-based permission templates (see What are the default permission templates in Procore?).

For users with 'Admin' level permission to the Project Directory, you can assign a company or project permission templates to a project user when editing the user's information. Both company and project permission templates are created in the Company Directory (see Add a New Permission Template in the Company Directory). 

Things to Consider

  • Required User Permissions:
    • To assign a permission template to a project user, 'Admin' level permissions on the project's Directory tool.
      OR
    • To assign permission templates as a user with 'Standard' or 'Read Only' level permission to the project's Directory tool, the 'Manage Permission Templates (Assignable Only)' granular permission must be enabled on the permission template associated with your user account on the project. See Grant Granular Permissions in a Permission Template. ​​​​​​
  • Prerequisites:
  • Additional Information:
    • Permission levels (e.g., None, Read Only, Standard, Admin) define what information users can edit and see in each Procore tool. 

Steps

  1. Navigate to the project's Directory tool. 
    The Project Directory page appears. 
  2. Locate the desired user in the list. 
  3. Click Edit next to his or her name. 
  4. Scroll to the Project Permissions Templates drop-down list and choose one (1) of the following options:
    project-pm-list.png
     
    • Do Not Apply a Template. Choose this option if you do NOT want to apply a permission template and instead want to define unique permissions for the user. Then apply the desired permissions and continue with step 5.
      OR 
    • Company Permission Template. To provide the user with the project access permissions defined in one of your company permission templates, select a '(Company)' template. For example, select Owner/Client, Project Manager, Subcontractor, and so on. Then continue with step 5. 
      OR
    • Project Permission Template: To provide the user with project access permissions defined in a Project level permission template, select a '(Project)' template. Then continue with step 5. 
  5. Choose one of the following:
    • If you want to save the changes without emailing the user about the change, click Save.
    • If you want to notify the user of the change, click Save & Send Notification (Note: This button is only available when the user has previously logged into Procore). 
    • If this is a new user and you want want to invite him or her to join to Procore, click Save and Send Invite to Procore (Note: This button is only available when the user has not logged into Procore).
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Last modified
08:22, 12 Oct 2017

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