Permissions

Directory

The following table highlights which user permissions are required to perform the described user action. 

Important! A user who is granted 'Admin' level permissions to the project's Directory tool is also automatically granted 'Admin' permissions across all of the project's tools.

 - Denotes an action that is supported in Procore's iOS and/or Android mobile application. 

+ - Indicates that the task can be completed if the user is granted the correct Granular Permissions. See Grant Granular Permissions in a Permission Template. 

Task	None	Read Only	Standard	Admin
Add a Company to the Project Directory		+	+
Add a Distribution Group to the Project Directory		+	+
Add a User Account to the Project Directory		+	+
Add Project Insurance to a Company Record in the Project Directory
Assign a Permission Template to a Project User		+	+
Bulk Add Users and Companies to a Project Directory		+	+
Change a User's Permissions		+	+
Configure the Project Team on the Project Home Page		+	+
Configure Advanced Settings: Project Directory
Create a Project Permission Template from the Project Directory
Customise the Column Display in the Directory Tool
Delete a Distribution Group from the Project Directory
Download vCard for a User Account in the Project Directory
Edit a Company in the Project Directory		+	+
Edit a Distribution Group		+	+
Edit a User Account in the Project Directory		+	+
Enable Programme Notifications for a User on a Project
Enable Weather Delay Alerts by Phone or Email
Export the Project Directory to CSV or PDF
Forward Contact Information by Email
Invite or Reinvite a User to Join a Procore Project		+	+
Invite a Batch of Users to Join a Procore Project		+	+
Perform Bulk Actions on the Project Directory		+	+
Reactivate a Company in the Project Directory
Reactivate a User in the Project Directory
Remove a Company from a Project		+	+
Remove a User from a Project		+	+
Remove Project Insurance from a Company Record
Remove a Batch of User Accounts from a Project Directory		+	+
Remove a Batch of Companies from a Project Directory		+	+
Request Company and People Imports			+
Save Contact to Phone on a Mobile Device
Search and Filter the Project Directory
Set Tenderer Information at the Project Level
Set up a Project Directory		+	+
Switch Between Views in the Project Directory
Update the Company Import Template	Anyone with the file can update the template
Update the User Import Template	Anyone with the file can update the template
View the Project Directory