Assign a Permission Template to a Project User
Objective
To assign a global permission template or a project specific permission template to a user in the Project level Directory.
Background
In Procore, Role-Based Permissions (RBP) are used to manage user access to different Procore tools. Access for each role is defined in a permission template. By default, Procore provides its client's with several role-based permission templates (see What are the default permission templates in Procore?).
For users with 'Admin' level permission to the Project Directory, you can assign a global permission template (created in the company's Permissions tool) or a project specific permission template (created in the company's Permissions tool or the Project level Directory tool) to a project user when editing the user's information.
Things to Consider
- Required User Permissions:
- To assign a permission template to a project user:
- 'Admin' level permissions on the project's Directory tool.
OR - 'Read Only' or 'Standard' level permissions on the project's Directory tool with the 'Manage Permission Templates (Assignable Only)' granular permission enabled on your permission template.
- 'Admin' level permissions on the project's Directory tool.
- To assign a permission template to a project user:
- Prerequisites:
- Additional Information:
- Procore's permission levels (e.g., None, Read Only, Standard, Admin) define what actions users can perform and what information they can view in each Procore tool.
Steps
- Navigate to the Project level Directory tool.
- Locate the desired user in the list.
- Click Edit next to his or her name.
- Scroll to the Project Permissions Templates drop-down menu and select one of the following options:
Note: We recommend applying either a global permission template or a project specific permission template.- Do Not Apply a Template. Select this option if you do NOT want to apply a permission template and instead want to define unique permissions for the user. In the table below the 'Project Permission Templates' drop-down menu, click the button on each permission level you want to provide for each tool you want the user to have access to. Continue with step 5.
OR - Global Permission Template. To provide the user with the project access permissions defined in one of your company's global permission templates, select a template under the 'Global Permission Templates' section of the drop-down menu and continue with step 5 below.
OR - Project Specific Permission Template: To provide the user with project access permissions defined in one of the project specific permission templates on the project, select a template under the 'Project Specific Templates' section of the drop-down menu and continue with step 5 below.
- Do Not Apply a Template. Select this option if you do NOT want to apply a permission template and instead want to define unique permissions for the user. In the table below the 'Project Permission Templates' drop-down menu, click the button on each permission level you want to provide for each tool you want the user to have access to. Continue with step 5.
- Choose one of the following:
- If you want to save the changes without sending an email to the user, click Save.
- If you want to remind the user they have been invited to join your Procore project, click Save & Send Notification.
Note: This button is only available when the user has previously logged into Procore. - If this is a new user and you want want to invite them to join your Procore project, click Save and Send Invite to Procore.
Note: This button is only available when the user has not yet logged into Procore.