Assign a Project Permissions Template to a User in the Project Directory
Objective
To assign a project permissions 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 project permissions templates (see What are the default project permissions templates in Procore?).
Users can be assigned 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).
Things to Consider
- Required User Permissions:
- 'Admin' level permissions on the Project level Directory tool.
OR - 'Read Only' or 'Standard' level permissions on the Project level Directory tool with the 'Manage Permission Templates (Assignable Only)' granular permission enabled on your permissions template.
- 'Admin' level permissions on the Project level Directory tool.
- 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.
- Click Edit next to user who you want to assign a permissions template for.
- Scroll to the Project Permissions Templates drop-down menu and select one of the following options:
Note: We recommend selecting 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 permissions template and instead want to define unique permissions for the user. In the table below the 'Project Permissions 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 4.
OR - Global Permissions Template: To provide the user with the project access permissions defined in one of your company's global permissions templates, select a template under the 'Global Permissions Templates' section of the drop-down menu and continue with step 4 below.
OR - Project Specific Permissions Template: To provide the user with project access permissions defined in one of the project specific permissions templates on the project, select a template under the 'Project Specific Templates' section of the drop-down menu and continue with step 4 below.
- Do Not Apply a Template: Select this option if you do NOT want to apply a permissions template and instead want to define unique permissions for the user. In the table below the 'Project Permissions 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 4.
- 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 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.