Change a User's Permissions in the Project Directory

Objective

To change a user's permissions in the Project level Directory tool.

Things to Consider

• Required User Permissions
• If you have a large number of Procore users, we recommend that you use permissions templates instead of editing each individual user's permissions. See Manage Project Permissions Templates.
• Once you change or set permissions for a user, the change in permission will be effective immediately the next time they log in or refresh the page.
• The drop-down list contains a list of global permissions templates and project specific permissions templates that can be applied to the user's profile. See What are the default project permissions templates in Procore?

Steps

1. Navigate to the Project level Directory tool.
2. Click the Users tab.
3. Optional: Search and Filter the Project Directory. 
4. Next to the user, click Edit. 
5. Scroll down to the 'Project Permissions Templates' area and choose from these options:
   • Assign a Permission Template
     1. Select the user's permission template from the drop-down menu.
   • Manually Update the User's Permissions on the Project
     1. In the Project Permissions Template drop-down menu, select 'Do Not Apply a Template'.
     2. Select the permission level you would like the user to have for each tool. See What does each permission level mean? 
6. Scroll to the bottom of the page and click Save or Save & Send Notification.

See Also

• Manage Project Permissions Templates