Assign Company Permissions Templates in the Permissions Tool

Objective

To assign company permissions templates in the company's Permissions tool.

Required User Permissions:
- 'Admin' level permissions on the company's Permissions tool
Additional Information:
- Users with the appropriate permissions on the Company level Directory tool can assign company permissions templates 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.
- Users with the appropriate permissions on the Company level Directory tool can assign company permissions templates to new or existing users when requesting or performing user imports to the Company or Project level Directory tools. See Update the Company or User Import Template, Prepare Company Level Users & Vendors for Import to the Procore Imports App, and Prepare Project Level Users & Vendors for Import to the Procore Imports App.

Assign a Company Permissions Template to One User. Follow these steps if you only want to assign a company permissions template to one user at a time.
Assign a Company Permissions Template to One or More Users. Follow these steps if you want to assign the same company permissions template to one or more users at the same time.

Navigate to the company's Permissions tool.
Click the User Permissions tab.
Click Actions next to the user you want to assign a company permissions template to.
Click Assign Company Permissions.
On the 'Assign Company Permissions' page, click Assign next to the company permissions template you want to assign to the user.
In the 'Are you sure you want to assign this template?' window, click Confirm.
A green banner displays to confirm the user was assigned the template successfully, along with the name of their assigned template.

Navigate to the company's Permissions tool.
Click the User Permissions tab.
Mark the tickbox next to one or more users you want to assign the same company permissions template to.
Click Bulk Actions and click Assign Company Permissions.
On the 'Assign Company Permissions' page, click Assign next to the company permissions template you want to assign to the users.
In the 'Are you sure you want to assign this template?' window, click Confirm.

Tip
Click the X next to a user's name if you want to remove them from the list of users being assigned to the selected company permissions template.
A green banner displays to confirm the users were assigned the template successfully, along with the name of their assigned template.