Directory: New 'Request Company and People Imports' Granular Permission

New 'Request Company and People Imports' Granular Permission

Procore has released a new granular permission named 'Request Company and People Imports' to provide Procore Administrators (i.e., users with 'Admin' level permission to the Company Directory) with the capability to delegate the task of submitting requests for importing user and company/vendor data on your company or project account to another user with 'Standard' permission on the Project Directory. 

Example

Why is this important?

This new feature provides Procore Administrators with the ability to:

• Delegate permission to submit user/vendor import requests to Procore. See Grant Granular Permissions in a Permission Template.
• Provide your trusted, non-Admin users the ability to request imports to the Directory tool. See Request Company and People Imports.

Details

For step-by-step instructions about how to grant a new granular permission, see Grant Granular Permissions in a Permission Template. The example below shows you the new 'Request Company and People Imports' permission for the Directory tool. 

See Also

For more information about granular permissions:

• Grant Granular Permissions in a Permission Template
• Which Procore tools support Granular Permissions?