Rename a Project Permissions Template

• Required User Permissions

Take one of the following actions:

• Create a Project Permissions Template

• Create a Project Specific Permissions Template from the Project Directory

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.

4. Enter a new name and click Confirm.

    In Beta

   Company Administrators can enable the New Permissions User Interface beta in Procore Explore. (US 2 | UK)

   1. Navigate to the company's Permissions tool.
   2. Click the Project Permissions Templates tab.
   3. Click the template name.
   4. Click the edit icon next to the template.
   5. Enter the new template name.
   6. Click Save Template.
   7. Click Save and Apply.
   8. Click Save and Apply to confirm.