Change a User's Project Permissions Template in the Company Directory

Objective

To change a user's project permissions template in the Company level Directory tool.

Background

After you've created your permissions templates (see Create a Project Permissions Template), you can change a user's permissions template for a project from either the Company or Project Directory. This article shows you how to change project permissions templates for users in the Company level Directory. 

Things to Consider

• Required User Permissions:
  • 'Admin' level permissions on the Company level Directory tool.
    OR
  • 'Read Only' or 'Standard' level permissions on the Company level Directory tool with the 'Create and Edit Users' granular permission enabled on your permissions template.
    Note: Users with the 'Create and Edit Users' granular permission enabled on their permissions template can only:
    • Update a user's project permissions template for projects they have already been added to.
    • Assign global permissions templates OR project specific permissions templates designated as assignable permissions templates for their own permissions template. See What is an assignable permissions template?
• Prerequisites
  • You must first create the template that you want to assign to the user (see  Create a Project Permissions Template).
• Additional Information:
  • Changing permissions can also be done in the Project level Directory by users with the appropriate permissions. See Change a User's Permissions in the Project Directory.
  • Procore's permission levels (None, Read Only, Standard, and Admin) define what actions users can perform and what information they can view in each Procore tool. See User Permissions Matrix - Web and User Permission Matrix - Mobile.

Steps

1. Navigate to the Company level Directory tool.
2. Click Users.
3. Click Edit next to the user with the permissions template you want to change.
4. Scroll to 'Current Project Settings' under 'Project Settings'.
5. Locate the project you want to change the user's permissions template on and click Change Template at the end of its row.
   
   
    
6. In the 'Select a project permission template' window, select the template you want to apply in the 'Template' field.
7. Optional (Admin Only): Mark the 'Apply this template to all projects [User Name] belongs to' checkbox to apply the selected template to all projects the user has been added to in your company's Procore account. This option can only be selected for global permissions templates.
8. Click Apply.

See Also

• Assign a Project Permissions Template to a User in the Company Directory