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Procore (en-CA)

What is a permissions template?

Answer

In Procore, a permissions template is a set of permissions that can be assigned to one or more Procore users. The settings in a permissions template define what actions users can perform and what information they can view in each Procore tool.

There are two types of permissions templates: company permissions templates and project permissions templates. Company permissions templates are configured for Company level tools. Project permissions templates are configured for Project level tools. Both types can be created and edited in the company's Permissions tool to fit various roles and teams in your company. See Manage Project Permissions Templates and Manage Company Permissions Templates.

There are also two types of project permissions templates: global permission templates and project specific permission templates. A global permissions template can be assigned to users in any project in your company’s Procore account. A project specific permissions template can only be assigned to users in the template’s specified project. Both types can be created and edited in the company's Permissions tool to fit various roles and teams in your company's projects. Project specific permissions templates can also be created in the Project level Directory tool, but can only be edited in the company's Permissions tool.

Each company account in Procore is given a different set of default project permissions templates depending on the company's client type. See What are the default project permissions templates in Procore?

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