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Procore

Permissions

Our Team and Vendors

The following table highlights which user permissions are required to perform the described user action.

Task 'Vendor' (Project) 'Limited' (Project) 'Full Access' (Project) 'Building Admin' 'Company Admin'
Add a Team Member in Portfolio Financials         icon-mindtouch-table-check.png
Add a Vendor in Portfolio Financials     icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Add Contacts as References for Vendors in Portfolio Financials     icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Add Vendor Contacts in Portfolio Financials     icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Edit a Vendor in Portfolio Financials     icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Export Vendor Information in Portfolio Financials     icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Manage Permissions for Team Members in Portfolio Financials         icon-mindtouch-table-check.png
Remove a Team Member in Portfolio Financials         icon-mindtouch-table-check.png
Search for and Filter Vendors in Portfolio Financials     icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View Vendors in Portfolio Financials     icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png