Edit a Company Permissions Template
Objective
To edit a company permissions template.
Things to Consider
- Required User Permissions:
- 'Admin' level permissions on the company's Permissions tool.
- Additional Information:
- You can grant task-based permissions, called granular permissions, on supported Procore tools. See Grant Granular Permissions in a Company Permissions Template.
Prerequisites
Steps
A permissions template's page has the following tabs:
- Edit Template. This tab is where the permissions for each Company level tool are configured for the permissions template.
- Manage Users. This tab is where users currently assigned to the company permissions template can be reassigned to a different company permissions template. To assign a company permissions template to one or more users at the same time, see Assign Company Permissions Templates in the Permissions Tool.
Edit Template
- Navigate to the company's Permissions tool.
- Click the Company Permissions Templates tab.
- Click Actions and select 'Edit Template' next to the permissions template you want to edit.
- On the 'Edit Template' page, click the pencil icon to change the permissions template's name or see Rename a Company Permissions Template.
- For each Company level Procore tool row in the table, select the button under one of the following columns:
- None. Grants no access to the Procore tool. This is the default setting for all Company level tools (except the company's Portfolio tool) on newly created permission templates.
- Read Only. Grants read-only access to the Procore tool. This is the default setting for the company's Portfolio tool. When this option is selected for a tool that supports granular permissions, the tool's granular permissions options display. See Grant Granular Permissions in a Company Permissions Template.
- Standard. Grants standard access to the Procore tool. When this option is selected for a tool that supports granular permissions, the tool's granular permissions options display. See Grant Granular Permissions in a Company Permissions Template.
- Admin. Grants admin access to the Procore tool.
Tip
See User Permissions Matrix - Web for more information about the different actions that can be performed by users with the permission level you select.
- Click Save and select Save or Save & Return to Company Permissions.
Manage Users
- Navigate to the company's Permissions tool.
- Click the Company Permissions Templates tab.
- Click Actions and select 'Manage Users' next to the permissions template you want to edit.
- On the 'Manage Users' page:
Option 1: Click Actions next to the user you want to reassign to a different company permissions template and select 'Reassign'.
OR
Option 2: Select the checkbox for one or more users, click Bulk Actions, and select 'Reassign' to reassign multiple users at the same time. - In the 'Are you sure you want to reassign the following user(s)?' window, click Confirm.
- On the 'Reassign Permissions Template' page, click Reassign to Template next to the template you want to reassign to the user.