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Procore

Create Permissions Templates for Workforce Planning

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Objective

To create permissions templates for Workforce Planning.

Background

In Procore, role-based permissions are used to manage user access to different Procore tools. In Workforce Planning, additional permissions templates give access to different actions within the Workforce Planning tool. There are four standard permissions templates in Workforce 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 Workforce Planning tool?

Things to Consider

  • Required User Permissions:
    • 'Read Only' level permissions or higher on the Workforce Planning tool and 'Admin' level permissions within the Workforce Planning tool. See Create Permissions Templates for Workforce Planning.
      OR
      'Read Only' level permissions or higher on the Workforce Planning tool with 'View Permissions Settings' and 'Edit Permissions Settings' granular permissions within the Workforce Planning tool. 
  • Additional Information
    • People who are 'Users' or 'Both' must be assigned a permissions template.
    • Users can only be assigned one permissions template at a time in Workforce Planning.
    • You can click the Info icon-info-black-ios.png icon next to each granular permission to see details.

Steps

  1. Navigate to the Company level Workforce Planning tool.
  2. Click the Configure Settings icons-settings-gear.png icon.
  3. Click Permissions.
  4. Click New.
  5. Enter the Name of the permissions template.
  6. Mark the checkbox for each granular permission you want to enable on the permissions template.
  7. Click Save.