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Procore

Rename a Project Permissions Template

Objective

To rename a project permissions template from the list view in the company's Permissions tool.

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the company's Permissions tool.

Steps

  1. Navigate to the company's Permissions tool.
  2. Click the Project Permissions Templates tab.
  3. Click Actions and select 'Rename' next to the permissions template you want to rename.
  4. In the 'Rename Project Permissions Template' window, enter a new name for the template and click Confirm.
    A green banner displays to confirm the template was renamed.

See Also