Assign a Project Permissions Template to a User in the Project Directory
Objective
To assign a project permissions template to a user in the Project level Directory.
Background
In Procore, Role-Based Permissions are used to manage user access to different Procore tools. Access for each role is defined in a permission template. By default, Procore provides customers with several default role-based project permissions templates.
Users can be assigned a global permission template that is created in the company's Permissions tool, or a project specific permission template that is created in the company's Permissions tool or the Project level Directory tool.
Things to Consider
- Required User Permissions
- Procore recommends selecting either a global permission template or a project specific permission template.
Prerequisites:
Steps
- Navigate to the Project level Directory tool.
- Next to the user, click Edit.
- Locate and click the Project Permissions Templates drop-down menu and select one of the following options:
- Do Not Apply a Template: Select this option if you do NOT want to apply a permissions template and instead want to define unique permissions for the user.
- In the table below, select each permission level you want to provide the user for each tool.
- Global Permissions Template: Select this option to provide the user with access to the project as defined in one of your company's global permissions templates.
- Under the 'Global Permissions Templates' section, select a permissions template.
- Project Specific Permissions Template: To provide the user with project specific permissions for the project.
- Under the 'Project Specific Templates' header, select a permissions template.
- Do Not Apply a Template: Select this option if you do NOT want to apply a permissions template and instead want to define unique permissions for the user.
- Save in one of the following ways:
- Click Save to save the changes without sending an email to the user.
- Click Save & Send Notification to save and remind users that have previously logged in to Procore, that they have been invited to join your Procore project.
- Click Save and Send Invite to Procore to save and invite a new user that has not yet logged into Procore.