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Procore

Change a User's Permissions

Objective

To change a user's permission levels on the Project level tools in Procore. 

Things to Consider

  • Required User Permissions:
  • Additional Information:
    • If you have a large number of Procore users, we recommend that you use Role-Based Permissions instead of editing each individual user's permissions. See Manage Permission Templates.
    • If you have 'Admin' level permission on the Company level Directory tool, you can alternatively follow the steps in Change a Project User's Permission Template
    • 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.
  • 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.
  2. Click the Users tab.
  3. Locate the desired user in the list. See Search and Filter the Project Directory
  4. Click Edit
    This opens the user's Edit Contact Information page. 
  5. 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 user's profile in the Project Directory. See What are the default permission templates in Procore?
  6. 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:

    manage-permission-template.gif

    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 user'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.

    do-not-apply-template.gif
     

See Also