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.

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.

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.
  1. 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.
  1. 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.
  1. Under the 'Project Specific Templates' header, select a permissions template.
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.