Manage Permission Templates
Objective
To manage global permission templates and project specific permission templates.
Background
If your company wants to modify Procore's default permission templates or if you want create your own templates to fit your organization's specific needs, review the topics below.
Things to Consider
- Required User Permissions:
- To create global permission templates:
- 'Admin' level permissions on the company's Permissions tool.
- To create project specific permission templates in the Permissions tool:
- 'Admin' level permissions on the company's Permissions tool.
- To create project specific permission templates in the Project level Directory tool:
- 'Admin' level permissions on the Project level Directory tool.
- To edit, rename, duplicate and delete permission templates:
- 'Admin' level permissions on the company's Permissions tool.
- To assign global permission templates to users:
- 'Admin' level permissions on the Company level Directory tool.
- To assign project specific permission templates to users:
- 'Admin' level permissions on the Company level Directory tool.
OR - 'Admin' level permissions on the Project level Directory tool.
OR - 'Read Only' or 'Standard' level permissions on the Project level Directory tool with the 'Create and Edit Users (Assignable Permission Templates Only)' granular permission be enabled on your permission template.
- 'Admin' level permissions on the Company level Directory tool.
- To create global permission templates:
- 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 also grant granular permissions for specific tasks to users with 'Read Only' and 'Standard' level permissions on supported Procore tools. See Grant Granular Permissions in a Permission Template.
Tasks
Company Level Permissions Tool
The following tasks can be performed in the company's Permissions tool:
Company Level Directory Tool
The following tasks can be performed in the Company level Directory tool:
Project Level Directory Tool
The following tasks can be performed in the Project level Directory tool:
Frequently Asked Questions
- What are role-based permissions?
- What is a permission template?
- What are the default permission templates in Procore?
- What are the default permission levels in Procore?
- Which Procore tools support Granular Permissions?
- How do I create a new project permission template in the Project Directory?
- Can I provide users with 'Read-Only' level permission with limited access to update information in Procore?