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Procore

What granular permissions are available for the project's Tendering tool?

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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 project's Tendering tool.

Answer

Granular Permission Name Granular Permission Description
Create Tender Notes Grants users the privilege to create bid notes.  See Add Notes to the Bid List.
Edit Tender Notes Grants users the privilege to edit tender notes.
Delete Tender Notes Grants users the privilege to delete tender notes.
Note: Users with 'Standard' or 'Read Only' level permissions to the Tendering tool will also need to be added to the Tender Package's distribution list to see the tender package and perform the actions above.