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