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Procore (en-CA)

Configure Advanced Settings: Project Reports

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Objective

To configure advanced settings for the Reports tool.

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the project's Reports tool
      AND
    • 'Admin' level permissions on the project's Directory tool.

Steps

Set User Permissions for the Reports Tool

  1. Navigate to the project's Reports tool.
    This reveals the Project Reports page.
  2. Click the Configure Settings icons-settings-gear.png icon.
    This reveals the 'User Permissions for Project Directory' page.
  3. Set the access permission level for the tool's users by clicking the icon in the desired column so a GREEN checkmark appears.

    The color-coded icons in the user permissions area denotes the user's access permission level to the tool. To learn more, see What are the default permission levels in Procore?

    Icon Color Definition
    green-check.png GREEN The user has been granted this access permission level to the tool.
    red-x.png RED The user has NOT been granted this access permission to the tool.
    grey-x.png GREY The user is either (1) a Procore Administrator or, (2) has been granted access permission to the Procore tools on this project using a permission template (see What is a permission template?). To change the user's access permission level, follow the steps in Manage Permission Templates.

See Also