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Procore

Assign a Permission Template to a Project User

Objective

To assign a global permission template or a project specific permission template to a user in the Project level 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 global permission template (created in the company's Permissions tool) or a project specific permission template (created in the company's Permissions tool or the Project level Directory tool) to a project user when editing the user's information.

Things to Consider

Steps

  1. Navigate to the Project level Directory tool.
  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 menu and select one of the following options:
    project-pm-list.png

    Note: We recommend applying either a global permission template or a project specific permission template.
    • Do Not Apply a Template. Select this option if you do NOT want to apply a permission template and instead want to define unique permissions for the user. In the table below the 'Project Permission Templates' drop-down menu, click the button on each permission level you want to provide for each tool you want the user to have access to. Continue with step 5.
      OR 
    • Global Permission Template. To provide the user with the project access permissions defined in one of your company's global permission templates, select a template under the 'Global Permission Templates' section of the drop-down menu and continue with step 5 below.
      OR
    • Project Specific Permission Template: To provide the user with project access permissions defined in one of the project specific permission templates on the project, select a template under the 'Project Specific Templates' section of the drop-down menu and continue with step 5 below.
  5. Choose one of the following:
    • If you want to save the changes without sending an email to the user, click Save.
    • If you want to remind the user they have been invited to join your Procore project, 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 them to join your Procore project, click Save and Send Invite to Procore.
      Note: This button is only available when the user has not yet logged into Procore.

See Also