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Procore

What granular permissions are available for the Company level Directory tool?

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Background

In Procore, the term granular permissions refers to task-based privileges that can be granted to users with 'Read Only' or 'Standard' level permissions on certain tools through the users' assigned permissions templates. The table below shows the granular permissions that are available for the Company level Directory tool.

Answer

Granular Permission Name Granular Permission Description
Create and Edit Companies Grants users the privilege to create, edit, view, and deactivate company profiles. See Add a Company to the Company Directory.
Create and Edit Users (Based on Assignable Permissions Templates)

Grants users the privilege to create, edit, view, and deactivate user profiles. See Add a User Account to the Company Directory. 

Notes:

  • Users with granular permissions can only assign users to assignable company permissions templates. 
  • Users with granular permissions cannot change permissions for Company Admins. The 'Company Permissions' section will be hidden for those users.
  • Some fields can only be edited by users with 'Admin' level permissions on the Company level Directory tool.
View Company Detail Grants users the privilege to view company records. See View Company Details in the Company Level Directory Tool.
View User Detail Grants users the privilege to view user records. See View User Details in the Company Level Directory Tool.