Project Directory - User Permissions
Directory
Important
Permissions
What granular permissions are available for the Project level Directory tool?
Important
A user who is granted 'Admin' level permissions to the Project level Directory tool is also automatically granted 'Admin' permissions to all of the project's tools.Action | None | Read Only | Standard | Admin | Notes |
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Add a Company to the Project Directory |
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On a mobile device, this action can be performed offline. Tasks performed offline are be synced with Procore when a network connection is reestablished. | ||
Add a Distribution Group to the Project Directory |
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Add a Contact to your Device |
On a mobile device, this action can be performed offline. | ||||
Add a Phone Calls Entry from the Directory |
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Add a User Account to the Project Directory |
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On a mobile device, this action can be performed offline. Tasks performed offline sync with Procore when a network connection is reestablished. | ||
Add Project Insurance to a Company Record in the Project Directory |
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Assign a Project Permissions Template to a User in the Project Directory |
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Users with granular permissions have the following limitations:
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Bulk Add Users and Companies to a Project Directory |
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Users with the granular permission can only assign 'Assignable Permission Templates' to others based on their own permissions template settings. | ||
Change a User's Permissions in the Project Directory |
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Users with the granular permission can only assign 'Assignable Permission Templates' to others based on their own permissions template settings. | ||
Configure the Project Team on the Project Home Page |
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Configure Advanced Settings for the Project Directory: Edit Permissions |
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Configure Advanced Settings for the Project Directory: Edit Project Roles |
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Create a Project Specific Permissions Template from the Project Directory |
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Customise the Column Display in the Directory Tool |
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Delete a Distribution Group from the Project Directory |
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Download vCard for a User Account in the Project Directory |
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Edit a Company in the Project Directory |
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Edit a Distribution Group |
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Edit an Active Account in the Project Directory |
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Only users with 'Admin' level permissions can edit inactive user accounts. | ||
Edit an Inactive Account in the Project Directory |
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Email Forward Contact Information |
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Enable Programme Notifications for a User on a Project |
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Enable Weather Delay Alerts by Phone or Email |
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Export the Project Directory to CSV or PDF |
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Forward Contact Information by Email |
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Invite or Reinvite a User to Join a Procore Project |
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Invite a Batch of Users to Join a Procore Project |
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Reactivate a Company in the Project Directory |
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Reactivate a User in the Project Directory |
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Remove a Company from the Project Directory |
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Remove a User from a Project |
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Remove Project Insurance from a Company Record |
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Remove a Batch of User Accounts from a Project Directory |
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Remove a Batch of Companies from a Project Directory |
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Request Company and People Imports |
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Save Contact to Phone on a Mobile Device |
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Search and Filter the Project Directory |
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Send a Message or WhatsApp to a Contact |
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Set Tenderer Information at the Project Level |
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Switch Between Views in the Project Directory |
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View the Project Directory |
On a mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device. |