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Change a User's Permissions

Objective

To change a Procore's access permission level to the Project level tools in Procore. 

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the project's Directory tool.
      OR
    • To manage permission templates as a user with 'Standard' or 'Read Only' level permission to the project's Directory tool, the 'Manage Permission Templates (Assignable Only)' granular permission must be enabled on the permission template associated with your user account on the project. See Grant Granular Permissions in a Permission Template.
  • Additional Information:
  • Limitations:
    • You cannot change your own permissions, unless your user account has 'Admin' level permission on the Company level Admin tool. 

Steps

Change a Users Permissions at the Project Level

  1. Navigate to the project's Directory tool. 
    This reveals the Project Directory page. 
  2. Locate the desired person in the list. See Search and Filter the Project Directory
  3. Click Edit
    This opens the person's Edit Contact Information page. 
  4. Scroll down to the 'Project Permissions Templates' area. 
    The drop-down list contains a list of company and project permission templates that can be applied to the person's profile in the Project Directory. See What are the default permission templates in Procore?
  5. Choose from these options:

Manage the User's Project Permissions with a Permission Template

If you want to manage the user's project permissions with a template (see Manage Permission Templates), do the following:

  1. In the Project Permissions Template drop-down list, choose one of the available templates:



    Notes
  2. Scroll to the bottom of the page. Then click Save or Save & Send Notification.

Manually Manage the User's Permissions on the Project

If you would prefer to manage the person's project permissions manually (this is only recommended if you have a smaller number of Procore users in your environment), do the following:

  1. In the Project Permissions Template drop-down list, select 'Do Not Apply a Template'.


     
  2. Choose the option buttons to define the permissions you would like the user to have for each project tool.
    Note: For more information on what each permission means, see What does each permission level mean? For a full list of actions within Procore and what permissions you need to accomplish these things, see the User Permissions Matrix.

    permission table.png
     
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