Directory - User Permissions

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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 level 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.

Task	None	Read Only	Standard
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 Project Permissions Template to a User in the Project Directory		+	+
Bulk Add Users and Companies to a Project Directory		+	+
Change a User's Permissions in the Project Directory		+	+
Configure the Project Team on the Project Home Page		+	+
Configure Advanced Settings: Project Directory
Create a Project Specific Permissions 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 or User Import Template	Anyone with the file can update the template
View the Project Directory