Company Directory - User Permissions

Last updated
Save as PDF

Company Directory

Important

Permissions

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

Important

A user who is granted 'Admin' level permissions on the Company level Directory tool is automatically granted 'Admin' permissions across all Project level and Company level tools.

Action	Read Only	Standard	Notes
Accept or Deny a User's Request to Join Your Company Web
Add a Company to the Company Directory Web	Create and Edit Companies	Create and Edit Companies
Add a Distribution Group to the Company Directory Web
Add a User Account to the Company Directory Web	Create and Edit Users (Based on Assignable Permissions Templates)	Create and Edit Users (Based on Assignable Permissions Templates)	Users with granular permissions have the following limitations: Can only assign users to assignable company permissions templates. Can only assign users to projects that they are a part of.
Add an Existing User to Projects in Your Company's Procore Account Web	Create and Edit Users (Based on Assignable Permissions Templates)	Create and Edit Users (Based on Assignable Permissions Templates)	Users with granular permissions can only add other users to projects that they have already been added to.
Add Insurance for a Vendor in the Company Directory Web	Create and Edit Companies	Create and Edit Companies
Allow Users to Create New Projects Web
Assign a Company Permission Template to a User in the Company Directory Web	Create and Edit Users (Based on Assignable Permissions Templates)	Create and Edit Users (Based on Assignable Permissions Templates)	Users with granular permissions have the following limitations: Can only assign users to assignable company permissions templates. Can only assign users to projects that they are a part of. Cannot change permissions for Company Admins. The 'Company Permissions' section will be hidden for those users.
Assign a Default Project Permissions Template to a User in the Company Directory Web	Create and Edit Users (Based on Assignable Permissions Templates)	Create and Edit Users (Based on Assignable Permissions Templates)	Users with granular permissions can only assign users to assignable default project permissions templates.
Assign a Project Permissions Template to a User in the Company Directory Web	Create and Edit Users (Based on Assignable Permissions Templates)	Create and Edit Users (Based on Assignable Permissions Templates)	Users with granular permissions have the following limitations: Must also have 'Read Only' permissions or higher on the Project level Directory tool with the 'Manage Permission Templates (Assignable Only)' granular permission. Can only update another user's project permissions template for projects that they have already been added to. Can only assign global or project specific permissions templates that are designated as assignable permissions templates for their own project permissions template.
Change a User's Permissions to Company Tools in the Company Directory Web	Create and Edit Users (Based on Assignable Permissions Templates)	Create and Edit Users (Based on Assignable Permissions Templates)	Users with granular permissions can only grant access to Company tools by assigning users to assignable company permissions templates.
Change a User's Project Permissions Template in the Company Directory Web	Create and Edit Users (Based on Assignable Permissions Templates)	Create and Edit Users (Based on Assignable Permissions Templates)	Users with granular permissions have the following limitations: Can only update another user's project permissions template for projects that they have already been added to. Can only assign global or project specific permissions templates that are designated as assignable permissions templates for their own project permissions template. Cannot change permissions for Company Admins. The 'Company Permissions' section will be hidden for those users.
Configure Advanced Settings: Company Directory Web
Customize the Column Display in the Directory Tool Web
Deactivate a Company in the Company Directory Web
Delete a Distribution Group from the Company Directory Web
Designate an Insurance Manager for Your Procore Company Web	Create and Edit Users (Based on Assignable Permissions Templates)	Create and Edit Users (Based on Assignable Permissions Templates)
Download a vCard for a User Account in the Company Directory Web
Download a Company or User Import Template Web
Edit a Company in the Company Directory Web	Create and Edit Companies	Create and Edit Companies
Edit a Contact in the Company Directory Web	Create and Edit Users (Based on Assignable Permissions Templates)	Create and Edit Users (Based on Assignable Permissions Templates)
Edit a Distribution Group in the Company Directory Web
Edit a User Account in the Company Directory Web	Create and Edit Users (Based on Assignable Permissions Templates)	Create and Edit Users (Based on Assignable Permissions Templates)	Users with granular permissions have the following limitations: Can only assign users to assignable company permissions templates. Cannot change permissions for Company Admins. The 'Company Permissions' section will be hidden for those users.
Export the Company Directory to CSV or PDF Web
Inactivate a Batch of Companies in the Company Directory Web	Create and Edit Companies	Create and Edit Companies
Inactivate a Batch of User Accounts in the Company Directory Web	Create and Edit Users (Based on Assignable Permissions Templates)	Create and Edit Users (Based on Assignable Permissions Templates)
Inactivate a Contact in the Company Directory Web	Create and Edit Users (Based on Assignable Permissions Templates)	Create and Edit Users (Based on Assignable Permissions Templates)
Inactivate a Company in the Company Directory Web	Create and Edit Companies	Create and Edit Companies
Invite a Batch of Procore Users to Join a Company's Procore Account Web	Create and Edit Users (Based on Assignable Permissions Templates)	Create and Edit Users (Based on Assignable Permissions Templates)
Invite or Re-invite a User to Procore Web	Create and Edit Users (Based on Assignable Permissions Templates)	Create and Edit Users (Based on Assignable Permissions Templates)
Merge Companies Web
Reactivate a Batch of Companies in the Company Directory Web	Create and Edit Companies	Create and Edit Companies
Reactivate a Batch of User Accounts in the Company Directory Web	Create and Edit Users (Based on Assignable Permissions Templates)	Create and Edit Users (Based on Assignable Permissions Templates)
Reactivate a Contact in the Company Directory Web	Create and Edit Users (Based on Assignable Permissions Templates)	Create and Edit Users (Based on Assignable Permissions Templates)
Reactivate a Company in the Company Directory Web	Create and Edit Companies	Create and Edit Companies
Reactivate a User in the Company Directory Web	Create and Edit Users (Based on Assignable Permissions Templates)	Create and Edit Users (Based on Assignable Permissions Templates)
Refresh Tender Contacts for Connected Companies in the Company Directory Web	Create and Edit Companies	Create and Edit Companies
Remove an Existing User from Projects in Your Company's Procore Account Web	Create and Edit Users (Based on Assignable Permissions Templates)	Create and Edit Users (Based on Assignable Permissions Templates)	Users with granular permissions can only remove other users from projects that they are a part of.
Remove Company Insurance Web	Create and Edit Companies	Create and Edit Companies
Request Company and People Imports Web
Respond to a 'Welcome to Procore' Email Web
Search and Filter the Company Directory Web
Send a Company or User Import Template to Procore Web
Send a Procore Company to ERP Integrations for Accounting Acceptance Web
Set Tenderer Information at the Company Level Web	Create and Edit Companies	Create and Edit Companies
Switch Between Views in the Company Directory Web
Update Expiring Insurance for a Vendor in the Company Directory Web	Create and Edit Companies	Create and Edit Companies
View Company Details in the Company Level Directory Tool Web	Create and Edit Companies OR View Company Detail	Create and Edit Companies OR View Company Detail
View Merge Company History Web
View User Details in the Company Level Directory Tool Web	Create and Edit Users (Based on Assignable Permissions Templates) OR View User Detail	Create and Edit Users (Based on Assignable Permissions Templates) OR View User Detail