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Permissions: (Coming Soon!) New Company Level Permissions Templates

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This announcement represents a single point in time. Future releases may impact the information below.
Feature Announced: July 21, 2020  /  Feature Released: Coming Soon!

 

New Permissions Templates for Company Level Tools

Procore will soon be releasing an update to the company's Permissions tool: permissions templates for company level tools. This release will make managing permissions on company level tools more efficient and helps prepare the company's Permissions tool for future enhancements.

 Important
Once this feature is fully released, users with 'Admin' level permissions on the Company level Directory tool will not automatically have 'Admin' access to the company's Permissions tool. The levels of access on other company and project tools given to users with 'Admin' level permissions on the Company level Directory tool will remain unchanged.

Previews

Company Permissions Templates Tab

The new 'Company Permissions Templates' tab is where company permissions templates will be created. The list view on this tab will show all company permissions templates and will include how many active users and how many inactive users have each company permissions template assigned.

Clicking the 'Actions' drop-down menu for a permissions template displays the following options:

  • Edit Template. Selecting this option will redirect you to the 'Edit Template' tab where the permissions for each Company level tool are configured for the permissions template.
  • Manage Users. Selecting this option will redirect you to the 'Manage Users' tab where users currently assigned to the permissions template can be reviewed and can be reassigned to a different permissions template individually or in a group using 'Bulk Actions' by marking the checkbox next to one or more users you want to reassign.
  • Rename. Selecting this option will open the 'Rename Company Permissions Template' window where the permissions template can be renamed from the list view. The permissions template can also be renamed in the 'Edit Template' tab.
  • Delete. Selecting this option will open one of two windows: 'Are you sure you want to delete this template?' (if no users have been assigned to the permissions template) or You Must 'Reassign All Users Before Deleting This Template' (if one or more users have been assigned to the permissions template). 

    permissions-ann-company-permissions-templates-list.png

User Permissions Tab

The new 'User Permissions' tab is where company level permissions templates will be assigned to users. The list view on this tab will show all users in the Company level Directory with their associated company, their assigned company permissions template, their default project permissions template, and their user status (active or inactive).

Clicking the 'Actions' drop-down menu for a user on this page will display the option to 'Assign Company Permissions'. This action will also support 'Bulk Actions', meaning you will be able to mark the checkbox next to one or more users and assign all of them to the same company permissions template at one time.

permissions-ann-user-permissions-list-actions.png

 

If you would like to ask questions or share any feedback, please contact gpbeta@procore.com.