Change a User's Permissions
Objective
To change a user's permission levels on the Project level tools in Procore.
Things to Consider
- Required User Permissions:
- 'Admin' level permissions on the project's Directory tool.
OR - 'Standard' or 'Read Only' 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.
- Additional Information:
- If you have a large number of Procore users, we recommend that you use Role-Based Permissions instead of editing each individual user's permissions. See Manage Permission Templates.
- If you have 'Admin' level permission on the Company level Directory tool, you can alternatively follow the steps in Change a Project User's Permission Template.
- Once you change or set permissions for a user, the change in permission will be effective immediately the next time they log in or refresh the page.
- Limitations:
- You cannot change your own permissions, unless your user account has 'Admin' level permission on the Company level Admin tool.
Steps
Change a Users Permissions at the Project Level
- Navigate to the project's Directory tool.
- Click the Users tab.
- Locate the desired user in the list. See Search and Filter the Project Directory.
- Click Edit.
This opens the user's Edit Contact Information page. - Scroll down to the 'Project Permissions Templates' area.
The drop-down list contains a list of company and project permission templates that can be applied to the user's profile in the Project Directory. See What are the default permission templates in Procore? - Choose from these options:
Manage the User's Project Permissions with a Permission Template
If you want to manage the user's project permissions with a template (see Manage Permission Templates), do the following:
- In the Project Permissions Template drop-down list, choose one of the available templates:
Notes:- Depending upon your company's business type, Procore provides a number of default permission templates that you can apply. See What are the default permission templates in Procore?
- Your company can edit the default permission templates or create ones to suit your specific company or project needs. See Manage Permission Templates.
- Scroll to the bottom of the page. Then click Save or Save & Send Notification.
Manually Manage the User's Permissions on the Project
If you would prefer to manage the user's project permissions manually (this is only recommended if you have a smaller number of Procore users in your environment), do the following:
- In the Project Permissions Template drop-down list, select 'Do Not Apply a Template'.
- Choose the option buttons to define the permissions you would like the user to have for each project tool.
Note: For more information on what each permission means, see What does each permission level mean? For a full list of actions within Procore and what permissions you need to accomplish these things, see the User Permissions Matrix.
