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Procore (en-CA)

Permissions

Directory

The following table highlights which user permissions are required to perform the described user action. 

Important! A user who is granted 'Admin' level permissions to the project's Directory tool is also automatically granted 'Admin' permissions across all of the project's tools.

icon-mindtouch-table-mobile.png - Denotes an action that is supported in Procore's iOS and/or Android mobile application. 

+ - Indicates that the task can be completed if the user is granted the correct Granular Permissions. See Grant Granular Permissions in a Project Permissions Template. 

Task None Read Only Standard Admin
Add a Company to the Project Directory   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Add a Distribution Group to the Project Directory   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Add a User Account to the Project Directory   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Add Project Insurance to a Company Record in the Project Directory       icon-mindtouch-table-check.png
Assign a Project Permissions Template to a User in the Project Directory   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Bulk Add Users and Companies to a Project Directory   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Change a User's Permissions in the Project Directory   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Configure the Project Team on the Project Home Page   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Configure Advanced Settings: Project Directory       icon-mindtouch-table-check.png
Create a Project Specific Permissions Template from the Project Directory       icon-mindtouch-table-check.png
Customize the Column Display in the Directory Tool   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Delete a Distribution Group from the Project Directory       icon-mindtouch-table-check.png
Download vCard for a User Account in the Project Directory   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Edit a Company in the Project Directory   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Edit a Distribution Group   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Edit a User Account in the Project Directory   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Enable Schedule Notifications for a User on a Project       icon-mindtouch-table-check.png
Enable Weather Delay Alerts by Phone or Email       icon-mindtouch-table-check.png
Export the Project Directory to CSV or PDF   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Forward Contact Information by Email  icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Invite or Reinvite a User to Join a Procore Project   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Invite a Batch of Users to Join a Procore Project   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Perform Bulk Actions on the Project Directory   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Reactivate a Company in the Project Directory       icon-mindtouch-table-check.png
Reactivate a User in the Project Directory       icon-mindtouch-table-check.png
Remove a Company from a Project   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Remove a User from a Project   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Remove Project Insurance from a Company Record       icon-mindtouch-table-check.png
Remove a Batch of User Accounts from a Project Directory   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Remove a Batch of Companies from a Project Directory   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Request Company and People Imports     icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Save Contact to Phone on a Mobile Device  icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Search and Filter the Project Directory   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Set Tenderer Information at the Project Level       icon-mindtouch-table-check.png
Set up a Project Directory   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Switch Between Views in the Project Directory   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Update the Company or User Import Template Anyone with the file can update the template 
View the Project Directory  icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png