Change a User's Permissions in the Project Directory

Beta icon In Beta

A redesigned version of the Project Directory is currently in beta and can be enabled with Procore Explore.

Objective

To change a user's permissions in the Project level Directory tool.

Things to Consider

Steps

  1. Navigate to the Project level Directory tool.

  2. Click the Users tab.

  3. Optional: Search and Filter the Project Directory.

  4. Next to the user, click Edit.
    OR

Beta Click the user's name.
5. Scroll down to the 'Project Permissions Templates' area and choose from these options:

  • Assign a Permission Template1. Select the user's permission template from the drop-down menu.

  • Manually Update the User's Permissions on the Project1. In the Project Permissions Template drop-down menu, select 'Do Not Apply a Template'.2. Select the permission level you would like the user to have for each tool. See What does each permission level mean?

  1. Scroll to the bottom of the page and click Save or Save & Send Notification.