What granular permissions are available for the Company level Directory tool?
Background
In Procore, the term granular permissions refers to task-based privileges that can be granted to users with 'Read Only' or 'Standard' level permissions on certain tools through the users' assigned In Procore, a Permissions Template is a set of role-based permissions that can be assigned to one or more Procore users. The permission settings in a template define what actions users can perform and what information they can view in each Procore tool
The table below shows the granular permissions that are available for the Company level Directory tool.
Answer
Granular Permission Name | Granular Permission Description |
|---|---|
Add or Update Project Assignment | Grants users the privilege to add or update other users' project assignments. See Add an Existing User to Projects in Your Company's Procore Account. |
Assign to Future Projects | Grants users the privilege to assign users to future projects. See Add a User to Future Projects in Your Company Directory. |
Create and Edit Companies | Grants users the privilege to create, edit, view, and deactivate company profiles. See Add a Company to the Company Directory. |
Create and Edit Users (Based on Assignable Permissions Templates) | Grants users the privilege to create, edit, view, and deactivate user profiles. See Add a User Account to the Company Directory. Notes:
|
Manage Bid Contacts | Grants users the ability to update Bid Contacts for a company. See Set Bidder Information at the Company Level. |
Remove Project Assignment | Grants users the privilege remove users from projects. See Remove an Existing User to Projects in Your Company's Procore Account. |
View Company Detail | Grants users the privilege to view company records. See View Company Details in the Company Level Directory Tool. |
View User Detail | Grants users the privilege to view user records. See View User Details in the Company Level Directory Tool. |
See Also
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