Permissions
Directory
Learn which user permissions are required to take the described actions in this tool.
ImportantSome actions that impact this tool are done in other Procore tools. See the User Permissions Matrix for the full list of actions taken in all other tools.
Some actions that impact this tool are done in other Procore tools. See the User Permissions Matrix for the full list of actions taken in all other tools.
Permissions
| | The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.
Users can take the action with this permission level.
Users can take this action with this permission level AND one or more additional requirements, like granular permissions.
What granular permissions are available for the Project level Directory tool?
ImportantA user who is granted 'Admin' level permissions to the Project level Directory tool is also automatically granted 'Admin' permissions to all of the project's tools.
A user who is granted 'Admin' level permissions to the Project level Directory tool is also automatically granted 'Admin' permissions to all of the project's tools.
Action | None | Read Only | Standard | Admin | Notes |
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| On a mobile device, this action can be performed offline. Tasks performed offline are be synced with Procore when a network connection is reestablished. | ||
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| On a mobile device, this action can be performed offline. | ||
Add a Distribution Group to the Project Directory Web |
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Add a User Account from the Company Directory to the Project Directory Web iOS Android |
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| Users with both granular permissions can add users from the 'Add User' or 'Bulk Add' option. | |
Add a User Account from the Company Directory to the Project Directory Web iOS Android |
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| If you only have the 'Add from Company Directory' granular permission, you must use the Bulk Add function. | |
Add Project Insurance to a Company Record in the Project Directory Web |
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Assign a Project Permissions Template to a User in the Project Directory Web |
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| Users with granular permissions can only assign permissions templates that are designated as assignable permissions templates to others based on their own permissions template settings. | |
Bulk Add Users and Companies from the Company Directory Web |
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| Users with the granular permission can only assign 'Assignable Permission Templates' to others based on their own permissions template settings. | |
Change a User's Permissions Template in the Project Directory Web |
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| Users with the granular permission can only assign 'Assignable Permission Templates' to others based on their own permissions template settings. | |
Change a User's Permissions Manually in the Project Directory Web |
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Configure the Project Team on the Project Home Page Web |
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Configure Advanced Settings for the Project Directory: Edit Permissions Web |
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Configure Advanced Settings for the Project Directory: Edit Project Roles Web |
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Configure the Project Team on the Project Overview Page Web |
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Configure Schedule Notification Emails Web |
| Users also need 'Admin' level access to the project's Schedule tool. | |||
Create a Project Specific Permissions Template from the Project Directory Web |
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Create a User Account in the Project Directory Web iOS Android |
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| To assign a new user a permissions template other than the project's default, you need additional permissions. See rows for Assign or Change a Permissions template. | |
Customize the Column Display in the Directory Tool Web |
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Deactivate a Company in the Project Directory Web |
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Delete a Distribution Group from the Project Directory Web |
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Download vCard for a User Account in the Project Directory Web |
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Edit a Distribution Group Web |
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Edit a User's Default Email Notifications Web |
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Edit an Active Account in the Project Directory Web iOS Android |
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| Only users with 'Admin' level permissions can edit inactive user accounts. | |
Edit an Inactive Account in the Project Directory Web iOS Android |
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Email Forward Contact Information Android |
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Enable Schedule Notifications for a User on a Project Web |
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Enable Weather Delay Alerts by Phone or Email Web |
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Export the Project Directory to CSV or PDF Web |
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Forward Contact Information by Email Android |
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Invite or Reinvite a User to Join a Procore Project Web |
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Reactivate a Company in the Project Directory Web |
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Reactivate a User in the Project Directory Web |
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Remove a Company from the Project Directory Web |
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Remove a User from a Project Web |
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Remove Project Insurance from a Company Record Web |
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Request Company and People Imports Web |
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Search and Filter Active Users, Contacts, and Companies in the Project Directory Web iOS Android |
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Search and Filter Inactive Users, Contacts, and Companies in the Project Directory Web iOS Android |
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Send a Message or WhatsApp to a Contact iOS |
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Set Bidder Information at the Project Level Web |
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Switch Between Views in the Project Directory Web |
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View Active Users, Contacts, and Companies in the Project Directory Web iOS Android |
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| On a mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device. | |
View Inactive Users, Contacts, and Companies in the Project Directory Web iOS Android |
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View User Change History Web |
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