In Procore, projects must have permission to connect to any third-party integration. For example: with E1 for document management.
Ask a Procore Admin user to complete the following to ensure all of your Procore projects can be found when connecting with E1.
If you use more than one Procore company account, you need to do the following for each one.
Step 1. Create a Project Permissions Template
Click the home icon (top left) to go to your Company page, then select ‘Permissions’ from the Company Tools menu.
Select ’Project Permissions Templates’, then under the button + Create Project Permissions Template, select ’Project (Global) - Assignable to All Projects’ in the menu.
Name the Project Permissions Template. For example: ‘EstimateOne document management’. Then select ’Confirm’.
2. Configure the permissions
After confirming, change the following permission levels on the page that appears:
- Core Tools > Admin: Admin
- Core Tools > Documents: Standard (do not select any square checkboxes)
- Project Management > Drawings: Standard (do not select any square checkboxes)
- Project Management > Specifications: Standard
Then ’Save’ the template.
3. Apply the Permissions Template
Next in the Company Tools menu, select ’Directory’.
In the table, find the row with a Name that looks like ‘estimateone-xxxxxxxx’, then select ’Edit’.
On the new page, scroll down to PROJECT SETTINGS, and select ’Select Default Template’.
Select the Template you created earlier, then select ’Apply’.
Back on the previous page, tick the first checkbox under PROJECT SETTINGS, then ‘Save’ at the bottom of the page.
You should now be able to connect all Procore projects in this company to E1.
Having problems? Contact E1 support on support@estimateone.com or 1300 705 035