Directory: New! 'View Company Insurance Information' Granular Permission
Feature Announced: April 18, 2019
Feature Released: April 22, 2019
Directory: New 'View Company Insurance Information' Granular Permission
Procore has updated the Company level Directory tool to add a new 'View Company Insurance Information' granular permission. Now, users with 'Admin' level permission on the Company Directory can manage end user's ability to view company insurance information on vendor/company records. Enabling this permission provides end users with 'Read-Only' or 'Standard' level permission on the Company Directory to view information added to the Insurance tab on a company record.
Example
Below shows you the new granular permission that is available for the Company Directory.
Why is this important?
This feature was designed to provide end users who are responsible for validating insurance policies with a way to view the information that has been added to the Insurance tab on a company record. This does NOT give the end users permission to edit the insurance information.
See Also
- Grant Granular Permissions in a Permission Template
- Which Procore tools support Granular Permissions?
- Add Insurance to a Company Record in the Company Directory
If you would like to ask questions or share any feedback, please contact support@procore.com.