---
title: Configure Procore Project Access for CR-Certify®
description: Learn how to configure Procore permissions, assign the CR-Certify® integration user, and grant access to existing and future projects.
---
[Skip to content](https://help.c-r-solutions.com/cr-certify-procore-project-access#main-content)
English
Show submenu for translations
[Contact Support](https://help.c-r-solutions.com/kb-tickets/new?hsLang=en)
![CR Solutions Logo Landscape WHITE copy.png\]](https://help.c-r-solutions.com/hs-fs/hubfs/CR%20Solutions%20Logo%20Landscape%20WHITE%20copy.png?height=40&name=CR%20Solutions%20Logo%20Landscape%20WHITE%20copy.png)
- [Default HubSpot Blog](https://c-r-solutions-2284419.hs-sites.com/blog)
Open main navigation
Close main navigation
- [Default HubSpot Blog](https://c-r-solutions-2284419.hs-sites.com/blog)
- English
Show submenu for translations
- [Contact Support](https://help.c-r-solutions.com/kb-tickets/new)
- Main website
Main website
How can we help?
- There are no suggestions because the search field is empty.
1. [Help Center Home](https://help.c-r-solutions.com/?hsLang=en)
2. [Procore Integrations](https://help.c-r-solutions.com/procore-integrations?hsLang=en)
# Configure Procore Project Access for CR-Certify®
## A step-by-step guide for Procore administrators
Follow these steps to grant the CR-Certify® integration access to your Procore projects.
**Before you begin:** You must have the appropriate Procore company administrator permissions and have installed the CR-Certify® integration.
### Step 1: Create a Permissions Template
1. Navigate to **Company Tools → Permissions → Project Permissions Templates**.
2. Create a new **Global Project Permissions Template**.
3. Name the template **Certify Integration**.
4. Save the template.
### Step 2: Configure Required Permissions
1. Open the **CR-Certify®** Integration template
2. Configure the following permission: **Directory – Admin**
3. When you see a pop-up window, please select “Continue”
1. Note: Admin access to the **Project Directory** is required for the integration to send compliance information such as policy expiration dates and compliance status.
2. This will automatically grant admin access to the other Project Permission Tools
4. Save your changes.
### Step 3: Locate the Integration User
1. Open the company-level **Directory**.
2. Locate the CR-Certify® integration user.
- The user will have “certify” in the name and email address followed by letters and numbers
- The user will typically be at the bottom of the table under “No Company”
3. Click “Edit” to open the user's settings.
### Step 4: Confirm Company Access
1. Find the **Company Permissions Template** section
2. Confirm that the following permissions are configured:
1. **Portfolio** – Read Only/Basic
2. **Directory** – Read Only/Basic
3. **Webhooks API –** Standard
### Step 5: Grant Access to New Projects
1. Find the **Project Settings – New Project Settings** section
2. Click “Select Default Template”
3. Apply the **Certify Integration** permissions template.
4. Click “Apply”
5. Click the top checkbox to allow the integration user access to all new projects
### Step 6: Grant Access to Existing Projects
1. Find the **Project Settings – Current Project Settings** section
2. Next to any project, click “Change Template”
3. Apply the **Certify Integration** permissions template.
4. Click the checkbox at the bottom of the pop-up to automatically apply the template to all projects
5. Click “Apply”
### Step 7: Confirm Your Setup and Save Changes
1. Verify that the CR-Certify® integration user has access to the required projects with the correct permissions template.
2. At the bottom of the user’s settings page, click “Save”.
### Need Assistance?
If you encounter an issue during setup, [contact CR Solutions Support](https://help.c-r-solutions.com/kb-tickets/new?hsLang=en).
- [Account Settings](https://help.c-r-solutions.com/account-settings?hsLang=en#main-content)
- [Password FAQ](https://help.c-r-solutions.com/account-settings?hsLang=en#password-faq)
- [Contractor/Subcontractor Provided Certificate](https://help.c-r-solutions.com/contractor-subcontractor-provided-certificate?hsLang=en)
- [Enrollment](https://help.c-r-solutions.com/enrollment?hsLang=en)
- [Payroll](https://help.c-r-solutions.com/payroll?hsLang=en)
- [Procore Integrations](https://help.c-r-solutions.com/procore-integrations?hsLang=en)
- [Default HubSpot Blog](https://c-r-solutions-2284419.hs-sites.com/blog)
[](https://c-r-solutions.com/)
Specializing exclusively in wrap-up administration for large-scale construction projects.
Copyright © 2026, Consolidated Risk Solutions