Configure Settings: Company 360 Reporting

Objective

To configure settings for the Company 360 Reporting tool.

Things to Consider

  • Required User Permissions:

    • 'Admin' permissions on the Company 360 Reporting tool.

Steps

Set User Permissions for the 360 Reporting Tool

  1. Navigate to the Company 360 Reporting tool.

  2. Click the Configure Settings icons-settings-gear.png icon.
    This reveals reveals the 'User Permissions for 360 Reporting' page.

  3. Set the access permission level for the tool's users by clicking the icon in the desired column so a GREEN checkmark appears. ​

    The color-coded icons in the user permissions area denotes the user's access permission level to the tool. To learn more, see What are the default permission levels in Procore?

    Icon

    Color

    Definition

    icon-permissions-access-check.png

    GREEN

    The user has been granted this access permission level to the tool.

    icon-permissions-no-access-x.png

    RED

    The user has NOT been granted this access permission to the tool.

    icon-permissions-admin-x.png

    GREY

    The user is either a Procore Administrator or has been granted permissions to the Procore tools in this company using a permissions template (see What is a permissions template?). To change the user's permission level to this tool, see Manage Company Permissions Templates.