Change a User's Permissions to Company Tools in the Company Directory

Objective

To change a user's permissions to company tools in the Company level Directory tool.

Things to Consider

• Required User Permissions:
  • 'Admin' level permissions on the Company level Directory tool.
  • '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 granular permissions can only grant access to company tools by assigning users an assignable permissions template.
  Additional Information:
  • To make a user a Company Administrator, select 'Admin' permissions for the Company level Directory tool (or select a permissions template with these permissions). This gives them 'Admin' level permissions for all Company level tools and Project level tools for projects that they are added to.
  • Users with granular permissions cannot change permissions for Company Admins. The 'Company Permissions' section will be hidden for those users.
  • Granular permissions can only be assigned to users through company permissions templates created in the company's Permissions tool. See Grant Granular Permissions in a Company Permissions Template.

Prerequisites

• Add a User Account to the Company Directory
• Create a Company Permissions Template
  Note: This is optional if the user has 'Admin' level permissions and will not be assigning access to tools using a permissions template.

Steps

1. Navigate to the Company level Directory tool.
2. Click the Users tab.
3. Click Edit next to the user whose permissions you want to change.
4. Scroll to the Company Permissions Templates area.
5. Choose one of the available permissions templates (recommended) or choose Do Not Apply a Permission Template.
   Note: Users with the granular permission can only grant access to company tools by assigning users to an assignable permissions template.
6. If you selected Do Not Apply a Permission Template, click the button options to choose which permission levels you want to assign to the user for each tool that you want them to have access to.

    Tip

   See User Permissions Matrix - Web for more information about the different actions that can be performed by users with the permission level you select.
7. Click Save or Save And Send Invitation to Procore. 

See Also

• Change a User's Project Permissions Template in the Company Directory
• Change a User's Permissions in the Project Directory