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Procore (en-CA)

Configure Advanced Settings: Planroom

Objective

To set user permissions for each user on the Company level Planroom tool.

Background

Users that have access to the Company level Planroom tool can view tender sheets and download tender documents for the company's projects. Note that users can access tender documents and tender sheets of the projects that they have been invited to tender on even if their permissions are set to "None" for the Planroom tool.

Things to Consider

  • Required User Permission:
    • 'Admin' on the company's Planroom tool.

Steps

  1. Navigate to the company's Planroom tool.
  2. Click the Configure Settings  icon to view the tool's user permissions.
  3. Set the access permission level for the tool's users by clicking the icon in the desired column so a GREEN checkmark appears.