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.

Company Directory Tutorials Action	Read Only	Standard	Notes
Accept or Deny a User's Request to Join Your Company Web
Add a Company to a Project Web	Create and Edit Companies	Create and Edit Companies
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 a User to a Company 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 a User to Future Projects in Your Company's Directory Web	Assign to Future Projects	Assign to Future Projects
Add a User to Projects in Your Company's Procore Account (Option 1) 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 are members of.
Add a User to Projects in Your Company's Procore Account (Option 2) Web	Add or Update Project Assignment AND View User Detail	Add or Update Project Assignment AND View User Detail	Users with granular permissions can only add other users to projects that they are members of.
Add Insurance for a Vendor in the Company Directory Web	Create and Edit Companies	Create and Edit Companies
Add or Edit Sensitive Fields for People in Resource Planning Web	Create and Edit Users (Based on Assignable Permissions Templates)	Create and Edit Users (Based on Assignable Permissions Templates)	Users must also have 'Read Only' level permissions or higher to the Resource Planning tool with the 'Edit People Details' AND 'Edit People Sensitive Fields' granular permissions in the Resource Planning tool.
Add or Edit Resource Planning Tags Web	Create and Edit Users (Based on Assignable Permissions Templates)	Create and Edit Users (Based on Assignable Permissions Templates)	Users must also have 'Read Only' level permissions or higher to the Resource Planning tool with the 'Edit People Tags' granular permission in the Resource Planning tool.
Add People to Resource Planning Web	Create and Edit Users (Based on Assignable Permissions Templates)	Create and Edit Users (Based on Assignable Permissions Templates)	Users must also have 'Read Only' level permissions or higher to the Resource Planning tool with the 'Create People' granular permission in the Resource Planning tool.
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 have the following limitations: Must also have 'Read Only' level permissions or higher on the Project level Directory tool with the 'Manage Permission Templates (Assignable Only)' granular permission enabled. Can only assign other users assignable company permissions templates.
Assign a Project Permissions Template to a User in the Company Directory (Option 1) 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 assign global or project specific permissions templates that are designated as assignable permissions templates for their own project permissions template. Can only update another user's project permissions template for projects that they have already been added to.
Assign a Project Permissions Template to a User in the Company Directory (Option 2) Web	Add or Update Project Assignment AND View User Detail	Add or Update Project Assignment AND View User Detail	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 assign global or project specific permissions templates that are designated as assignable permissions templates for their own project permissions template. Can only update another user's project permissions template for projects that they have already been added to.
Assign Project Roles from the Company Directory (Option 1) Web	Create and Edit Users (Based on Assignable Permissions Templates)	Create and Edit Users (Based on Assignable Permissions Templates)
Assign Project Roles from the Company Directory (Option 2) Web	Add or Update Project Assignment AND View User Detail	Add or Update Project Assignment AND View User Detail
Change a User's Resource Planning Permissions Web	Create and Edit Users (Based on Assignable Permissions Templates)	Create and Edit Users (Based on Assignable Permissions Templates)	Users must also have 'Read Only' level permissions or higher to the Resource Planning tool with the 'Edit People Permissions and Type' granular permission in the Resource Planning tool.
Configure Advanced Settings: Company Directory Web
Customize the Column Display in the Directory Tool Web
Deactivate 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)
Deactivate a Company in the Company Directory Web	Create and Edit Companies	Create and Edit Companies
Deactivate 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)
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.
Edit a User's Distribution Groups 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 User's Email Address in the Company Directory Web
Edit a User's Login in the Company Directory Web
Edit Resource Planning Information for People Web	Create and Edit Users (Based on Assignable Permissions Templates)	Create and Edit Users (Based on Assignable Permissions Templates)	Users must also have 'Read Only' level permissions or higher to the Resource Planning tool with the 'Edit People' granular permission in the Resource Planning tool.
Export the Company Directory to CSV or PDF Web
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)
Manage Attachments for People in Resource Planning Web	Create and Edit Users (Based on Assignable Permissions Templates)	Create and Edit Users (Based on Assignable Permissions Templates)	Users must also have 'Read Only' level permissions or higher to the Resource Planning tool with the 'Edit People Attachments' granular permission in the Resource Planning tool.
Manage Tender Contacts Web	Create and Edit Companies OR Manage Tender Contacts	Create and Edit Companies OR Manage Tender Contacts
Merge Companies Web
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 OR Manage Tender Contacts	Create and Edit Companies OR Manage Tender Contacts
Remove a User from Projects (Option 1) 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 to projects that they are members of.
Remove a User from Projects (Option 2) Web	Remove Project Assignment AND View User Detail	Remove Project Assignment AND View User Detail	Users with granular permissions can only remove other users to projects that they are members of.
Remove Company Insurance Web	Create and Edit Companies	Create and Edit Companies
Respond to a 'Welcome to Procore' Email Web
Search and Filter Users, Contacts, and Companies in the Company Directory (Active) Web
Search and Filter Companies in the Company Directory (Inactive) Web	Create and Edit Companies	Create and Edit Companies
Search and Filter Users and Contacts in the Company Directory (Inactive) Web	Create and Edit Users (Based on Assignable Permissions Templates)	Create and Edit Users (Based on Assignable Permissions Templates)
Send a Company or User Import Template to Procore Web
Set Tenderer Information at the Company Level Web	Create and Edit Companies OR Manage Tender Contacts	Create and Edit Companies OR Manage Tender Contacts
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 Change 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