Create a Project Permissions Template
Objective
To create a project permissions template in the company's Permissions tool.
Background
There are two types of project permissions templates in Procore:
- A global permission template can be assigned to any user on any project in your company's Procore account. Global permissions templates are created and managed in the company's Permissions tool.
- A project specific permission template can only be assigned to a user who has been added to the corresponding project's Directory. Project specific permissions templates are created in either the company's Permissions tool or in the Project level Directory tool and managed in the company's Permissions tool.
Things to Consider
- Required User Permissions:
- 'Admin' level permissions on the company's Permissions tool.
- Additional Information:
- 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.
- You can grant task-based permissions, called granular permissions, on supported Procore tools. See Grant Granular Permissions in a Project Permissions Template and Which Procore tools support granular permissions?
- Users with the appropriate permissions can create project specific permissions templates in the Project level Directory tool, but only users with 'Admin' level permissions on the company's Permissions tool can edit those project specific permissions templates after they are created. See Create a Project Specific Permissions Template from the Project Directory and Edit a Project Permissions Template.
- A project permissions template cannot have the same name as a company permissions template.
Steps
Create a Global Permission Template
- Navigate to the company's Permissions tool.
- Click the Project Permissions Templates tab.
- Click +Create Project Permissions Template and select Project (Global) - Assignable to All Projects.
- Enter a name for the template in the 'Create Global Permissions Template' window and click Confirm.
You are redirected to the 'Edit Template' page for your new permissions template. See Edit a Project Permissions Template.
Create a Project Specific Permission Template
- Navigate to the company's Permissions tool.
- Click the Project Permissions Templates tab.
- Click +Create Project Permissions Template and select Project (Specific) - Assignable to a Specific Project.
- Enter a name for the template in the 'Create Project Specific Permissions Template' window and click Confirm.
- On the 'Select Project to Assign to Template' page, click Select next to the project you want to create a new permissions template for.
You are redirected to the 'Edit Template' page for your new permissions template. See Edit a Project Permissions Template.