Permissions Tool
- Last updated
- Save as PDF
Efficiently manage user access to Company level and Project level tools using permission templates.
- Create and manage permission templates for Company level and Project level tools.
- Assign users' default permission templates or reassign users to another permission template.
- Grant granular permissions on permission templates to allow users to perform specific actions or to view specific information on supported tools.
Popular Tutorials (view all)
Top FAQ (view all)
There are no items that match your search query.
- Assign Company Permissions Templates in the Permissions Tool
- Assign Default Project Permissions Templates in the Permissions Tool
- Create a Company Permissions Template
- Create a Project Permissions Template
- Delete a Company Permissions Template
- Delete a Project Permissions Template
- Duplicate a Company Permissions Template
- Duplicate a Project Permissions Template
- Edit a Company Permissions Template
- Edit a Project Permissions Template
- Export Company Permissions Templates
- Export Project Permissions Template Assignments
- Export Project Permissions Templates
- Grant Granular Permissions in a Company Permissions Template
- Grant Granular Permissions in a Project Permissions Template
- Manage Company Permissions Templates
- Manage Project Permissions Templates
- Rename a Company Permissions Template
- Rename a Project Permissions Template
- Search for and Filter Users in the Permissions Tool
- View the Change History of a Permission Template
- Can I provide users with 'Read Only' level permissions with limited access to update information in Procore?
- How can I troubleshoot an issue with the Procore Web Application?
- What are permissions in Procore and how do they work?
- What are role-based permissions?
- What are the default permission levels in Procore?
- What are the default project permissions templates in Procore?
- What granular permissions are available for Commitments Workflows?
- What granular permissions are available for the Company level Directory tool?
- What granular permissions are available for the Project level Admin tool?
- What granular permissions are available for the Project level Directory tool?
- What granular permissions are available for the Project level Documents tool?
- What granular permissions are available for the Project level Inspections tool?
- What granular permissions are available for the Project level Programme tool?
- What granular permissions are available for the Project level Timesheets tool?
- What granular permissions are available for the company's Tender Board tool?
- What granular permissions are available for the project's Action Plans tool?
- What granular permissions are available for the project's Budget tool?
- What granular permissions are available for the project's Client Contracts tool?
- What granular permissions are available for the project's Commitments tool?
- What granular permissions are available for the project's Correspondence tool?
- What granular permissions are available for the project's Direct Costs tool?
- What granular permissions are available for the project's Drawings tool?
- What granular permissions are available for the project's Funding tool?
- What granular permissions are available for the project's Main Contracts tool?
- What granular permissions are available for the project's Meetings tool?
- What granular permissions are available for the project's Observations tool?
- What granular permissions are available for the project's Photos tool?
- What granular permissions are available for the project's RFIs tool?
- What granular permissions are available for the project's Site Diary tool?
- What granular permissions are available for the project's Snag List tool?
- What granular permissions are available for the project's Submittals tool?
- What granular permissions are available for the project's Tendering tool?
- What granular permissions are available for the project's Transmittals tool?
- What granular permissions are available for the project's Variations tool?
- What is a permissions template?
- What is an assignable permissions template?
- Which Procore tools support granular permissions?
- Who can see users listed in a Project Directory?
Permissions
The following table highlights which user permissions are required to perform the described user action.
1 Users with the appropriate permissions can assign company permissions templates to users in the Company level Directory tool when creating or editing a user account. See Add a User Account to the Company Directory and Edit a User Account in the Company Directory.
2 Users with the appropriate permissions on the Company level Directory tool can assign a default project permissions template to a user when creating or editing the user's Directory record. See Add a User Account to the Company Directory and Edit a User Account in the Company Directory.
3 Users with the appropriate permissions on the Company level Directory or Project level Directory tools can change a user's project permissions template on a specific project when adding the user to a project or editing the user's Directory records. See Add a User Account to the Project Directory, Edit a User Account in the Company Directory and Edit a User Account in the Project Directory.
4 Users with the appropriate permissions can create project specific permission templates in the Project level Directory tool. See Create a Project Specific Permissions Template from the Project Directory.
Below are the notable changes to the company's Permissions tool.
Recent Changes
change history now available for permission templates (03/18/2024)
Procore has released the ability to view the change history of Project and Company level permission templates. This change history will show changes that occurred both before release of this feature, as well as future changes. To learn more, see View the Change History of a Permission Template.