Assign a Company Permissions Template to a User in the Company Directory

Objective

To assign a company permissions template to a user in the Company level Directory tool.

Background

In Procore, permissions templates are used to manage user access to different Procore tools. After you've created your company permissions templates in Procore, you can assign those templates to users in the Company level Directory tool. 

Things to Consider

• Required User Permissions:
  • 'Admin' level permissions on the Company level Directory tool.
    OR
  • 'Read Only' level permissions or higher on the Company level Directory tool with the 'Create and Edit Users (Based on Assignable Permissions Templates)' granular permission enabled on your company permissions template.
    Note: Users with the granular permission can assign users to assignable permissions templates.
• Additional Information:
  • Procore's permission levels (e.g., None, Read Only, Standard, Admin) define what actions users can perform and what information they can view in each Procore tool.
  • Users with granular permissions cannot change permissions for Company Admins. The 'Company Permissions' section will be hidden for those users.

Prerequisites

Create a Company Permissions Template

Steps

1. Navigate to the Company level Directory tool.
2. Navigate to the Users tab.
3. Click Edit next to the user you want to assign a permissions template to.
4. Scroll down to the 'Company Permissions Templates' area.
5. Select an available template from the drop down menu.
6. Click Save.

See Also

• Manage Company Permissions Templates
• What is an assignable permissions template?