Configure a Company Permission Template

To give your users access to the Resource Planning tool, you must create a permissions template giving users 'Read Only' access or higher to the Resource Planning tool.

If you already have existing permissions templates in Procore's Permissions tool, follow the steps to edit the permissions template, granting 'Read Only' level permissions to the Resource Planning tool. Otherwise, follow these steps to create a new Company Permissions template, with 'Read Only' level permissions to the Resource Planning tool.

Create a Company Permissions Template

Note icon Note

You must have 'Admin' level permissions on the company's Permissions tool to create permissions templates.

  1. Navigate to the company's Permissions tool.

  2. Click the Company Permissions Templates tab.

  3. Click +Create Company Permissions Template.

  4. In the 'Create Company Permissions Template' window, enter a name for the company permissions template and click Confirm.
    You are redirected to the 'Edit Template' page for your new company permissions template. See Edit a Company Permissions Template.

Edit a Company Permissions Template

  1. Navigate to the company's Permissions tool.

  2. Click the Company Permissions Templates tab.

  3. Next to the permissions template, click Actions and select 'Edit Template'.

  4. On the 'Edit Template' page, click the pencil icon to change the permissions template's name, or see Rename a Company Permissions Template.

  5. For each Company level Procore tool row in the table, select the button under one of the following columns:

    • None. Grants no access to the Procore tool. This is the default setting for all Company level tools (except the company's Portfolio tool) on newly created permission templates.

    • Read Only. Grants read-only access to the Procore tool. This is the default setting for the company's Portfolio tool. When this option is selected for a tool that supports granular permissions, the tool's granular permissions options display. See Grant Granular Permissions in a Company Permissions Template.

    • Standard. Grants standard access to the Procore tool. When this option is selected for a tool that supports granular permissions, the tool's granular permissions options display. See Grant Granular Permissions in a Company Permissions Template.

    • Admin. Grants admin access to the Procore tool.

      Tip icon Tip

      • To make users with this permissions template a Company Administrator, select 'Admin' permissions for the Company level Directory tool. This gives them 'Admin' level permissions for all Company level tools and Project level tools for projects that they are added to.

      • See User Permissions Matrix - Web for more information about the different actions that can be performed by users with the permission level you select.

  6. Click Save and select Save or Save & Return to Company Permissions.

What are User Permissions?
Considerations and Best Practices for Resource Planning Templates