Manage Project Permissions Templates
Objective
To manage project permissions templates.
Background
Project permissions templates are used to create a set of permissions that can be assigned to multiple users. Many companies choose to create permissions templates based on the needs of different roles in their organisation and across their collaborators.
Procore provides default pre-configured permissions templates for common roles. If your company wants to modify those default templates or if you want to create your own to fit your organisation's specific needs, review the topics below.
Things to Consider
- Required User Permissions:
- Varies by action and by tool. See the relevant links under the Tutorials section below.
Tutorials
Company Level Permissions Tool
The following tasks can be performed in the company's Permissions tool:
Company Level Directory Tool
The following tasks can be performed in the Company level Directory tool:
Project Level Directory Tool
The following tasks can be performed in the Project level Directory tool: