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Create a Company Permissions Template

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Objective

To create a company permissions template.

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the company's Permissions tool.
  • Additional Information:
    • Procore's permission levels (None, Read Only, Standard and Admin) define what actions users can perform and what information they can view in each Procore tool. See User Permissions Matrix - Web.
    • A company permissions template cannot have the same name as a project permissions template.

Steps

  1. Navigate to the company's Permissions tool.
  2. Click the Company Permissions Templates tab.
  3. Click +Create Company Permissions Template.
  4. In the 'Create Company Permissions Template' window, enter a name for the company permissions template and click Confirm.
    You are redirected to the 'Edit Template' page for your new company permissions template. See Edit a Company Permissions Template.