Project Directory - User Permissions
Directory
Important
Permissions
What granular permissions are available for the Project level Directory tool?
Important
A user who is granted 'Admin' level permissions to the Project level Directory tool is also automatically granted 'Admin' permissions to all of the project's tools.Action | None | Read Only | Standard | Admin | Notes |
---|---|---|---|---|---|
Add a Company to the Project Directory |
|
|
On a mobile device, this action can be performed offline. Tasks performed offline are be synced with Procore when a network connection is reestablished. | ||
Add a Distribution Group to the Project Directory |
|
|
|||
Add a Contact to your Device |
On a mobile device, this action can be performed offline. | ||||
Add a Phone Calls Entry from the Directory |
|||||
Add a User Account to the Project Directory |
|
|
On a mobile device, this action can be performed offline. Tasks performed offline sync with Procore when a network connection is reestablished. | ||
Add Project Insurance to a Company Record in the Project Directory |
|||||
Assign a Project Permissions Template to a User in the Project Directory |
|
|
Users with granular permissions have the following limitations:
|
||
Bulk Add Users and Companies to a Project Directory |
|
|
Users with the granular permission can only assign 'Assignable Permission Templates' to others based on their own permissions template settings. | ||
Change a User's Permissions in the Project Directory |
|
|
Users with the granular permission can only assign 'Assignable Permission Templates' to others based on their own permissions template settings. | ||
Configure the Project Team on the Project Home Page |
|
|
|||
Configure Advanced Settings for the Project Directory: Edit Permissions |
|||||
Configure Advanced Settings for the Project Directory: Edit Project Roles |
|
|
|||
Create a Project Specific Permissions Template from the Project Directory |
|||||
Customize the Column Display in the Directory Tool |
|||||
Delete a Distribution Group from the Project Directory |
|||||
Download vCard for a User Account in the Project Directory |
|||||
Edit a Company in the Project Directory |
|
|
|||
Edit a Distribution Group |
|
|
|||
Edit an Active Account in the Project Directory |
|
|
Only users with 'Admin' level permissions can edit inactive user accounts. | ||
Edit an Inactive Account in the Project Directory |
|||||
Email Forward Contact Information |
|||||
Enable Schedule Notifications for a User on a Project |
|||||
Enable Weather Delay Alerts by Phone or Email |
|||||
Export the Project Directory to CSV or PDF |
|||||
Forward Contact Information by Email |
|||||
Invite or Reinvite a User to Join a Procore Project |
|
|
|||
Invite a Batch of Users to Join a Procore Project |
|
|
|||
Reactivate a Company in the Project Directory |
|||||
Reactivate a User in the Project Directory |
|||||
Remove a Company from the Project Directory |
|
|
|||
Remove a User from a Project |
|
|
|||
Remove Project Insurance from a Company Record |
|||||
Remove a Batch of User Accounts from a Project Directory |
|
|
|||
Remove a Batch of Companies from a Project Directory |
|
|
|||
Request Company and People Imports |
|
||||
Save Contact to Phone on a Mobile Device |
|||||
Search and Filter the Project Directory |
|||||
Send a Message or WhatsApp to a Contact |
|||||
Set Tenderer Information at the Project Level |
|||||
Switch Between Views in the Project Directory |
|||||
View the Project Directory |
On a mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device. |