Permissions

Company Level Admin

The following table highlights which user permissions are required to perform the described user action.

Task	None	Read Only	Standard	Admin
Add a Budget View for Real-Time Labour Costing
Add a Custom Department
Add a Custom Owner Type
Add a Custom Program
Add a Custom Project Region
Add a Custom Project Role
Add a Custom Project Stage
Add a Custom Project Type
Add a Custom Trade
Add a Project Type
Add a Unit of Measure to the Units of Measure Master List
Add an Office
Add Company Level Observation Types
Add Employer Identification Number
Add Multiple Office Locations
Add New Project Dates
Add Root Cause Analysis Fields
Add Task Categories
Apply Configurable Fieldsets to Projects
Configure Cost Code Preferences
Configure Cost Code Preferences for Sage 300 CRE
Configure the Administrative Settings for Procore
Configure Company Webhooks
Configure Single Sign On in the Company Admin Tool
Configure Your Company's Default Project Settings
Create a Meeting Template
Create Custom Portfolio Reports
Create Custom Submittal Log Statuses
Create Custom Submittal Types
Create a New Expense Allocation
Create New Configurable Fieldsets
Delete a Budget View
Delete a Custom Trade
Delete a Meeting Template
Delete a Program
Delete Company Office Locations
Delete Observation Types
Delete Root Cause Analysis Fields
Display Project Number in Change Project Drop-Down Menu
Edit a Meeting Template
Edit an Existing Budget View
Edit and Add Cost Codes and Descriptions
Edit Company Name
Edit Company Office Locations
Edit Configurable Fieldsets
Edit Observation Types
Edit Program Information
Edit Root Cause Analysis Fields
Enable Advanced Forecasting in Procore
Enable Avatars
Enable/Disable Surveys in Procore
Enable Security Settings for Logins, Passwords and Session Timeout Intervals
Enable Terms and Conditions
Enable Vendor Insurance Notifications
Enable the DocuSign Integration in Your Company's Account
Export the Company Standard Cost Code List
Import Cost Codes to Procore
Import Two-Level Cost Codes to the Company Admin Tool
Import Multi-Level Cost Codes to the Project Admin Tool
Manage Apps
Remove Configurable Fieldsets from Projects
Set up a New Budget View
Set Up the Procore Labour Productivity Cost Budget View
Set Default Change Order Configuration
Set Default Cost Types
Set Time Zone
Track Important Project Dates
Upload a Company Logo
View Account Information

* The user must have 'Admin' level permissions on both the Company and Project level Admin tools.