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Procore

What granular permissions are available for the company's Workflows tool?

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 In Beta
To learn more about the Company Level Workflows tool, see About the Workflows Beta Program.

Background

In Procore, the term granular permissions refers to task-based privileges that can be granted to users with 'Read Only' or 'Standard' level permissions on certain tools through the users' assigned permissions templates. The table below shows the granular permissions that are available for the company's Workflows tool.

Answer

Granular Permission Name Granular Permission Description
View Workflow Templates Grants users the privilege to view workflow templates that have already been created. By default, this granular permission is on for 'Read Only' and 'Standard' users and cannot be turned off.
Create and edit workflow templates Grants users the privilege to create and edit new and existing workflow templates. By default, this granular permission is on for 'Standard' users and cannot be turned off.  See Create a Custom Workflow Template.
Delete Workflow Templates Grants users the privilege to delete unpublished workflow templates. See Delete a Custom Workflow Template.
Assign Workflow Templates to all Projects Grants users the privilege to assign workflow templates to all projects. See Assign a Custom Workflow Template to a Project.