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Procore

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

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