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Edit Permissions Templates for Resource Planning

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 a new admin settings experience is available
Company Administrators can enable the Resource Planning: NGX Helix - Admin beta in Procore Explore. (US 2 | UK)

Background

The Procore Permissions tool helps you manage user access. You can create templates to give specific roles permission to different Procore tools.

The Resource Planning tool has it's own set of permissions templates that give access to specific actions within the Resource Planning tool. There are four standard permissions templates in Resource Planning. You can use or edit these permission templates, or create your own based on the available granular permissions. See What granular permissions are available for the company's Resource Planning tool?

 Important

To access the Resource Planning tool, users must also have 'Read Only' level permissions or higher to the Resource Planning tool. This is set by creating and applying a permission template in Procore's Permissions tool:

  1. Create a Company Permissions Template
  2. Assign a Company Permissions Template to One or More Users

Things to Consider

  • Required User Permissions

  • Users can only be assigned one permissions template in Resource Planning.

  • The 'Admin' template cannot be edited or deleted.

  • You can click the info Icon Info Black Ios icon next to each granular permission to see details.

 Important

To access the Resource Planning tool, users must also have 'Read Only' level permissions or higher to the Resource Planning tool. This is set by creating and applying a permission template in Procore's Permissions tool:

  1. Create a Company Permissions Template
  2. Assign a Company Permissions Template to One or More Users

Prerequisites

Steps

  1. Navigate to the Company level Resource Planning tool.

  2. Click the Settings Icons Settings Gear icon.

  3. Click Permissions or Access Controls.

  4. Locate the permissions template click Edit or the edit Icon Edit2 icon.

    • Update the Name of the permissions template.

    • Mark the checkbox for each granular permission you want to enable or disable on the permissions template.

  5. Click Save.