What granular permissions are available for the project's Correspondence tool?
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 Correspondence tool.
Answer
Important
Granular permissions for the project's Correspondence tool can be granted for each of your company's correspondence types individually, rather than a tool-wide basis. For information about creating correspondence types, see Create a New Correspondence Type.| Granular Permission Name | Granular Permission Description |
|---|---|
| Create Item | Grants users the privilege to create a correspondence item. Note: Since users with 'Standard' level permissions on a correspondence type can create correspondence items, the 'Create Item' granular permission cannot be unchecked while 'Standard' is selected for the correspondence type on the permissions template. |
| Respond to Items They Are On | Grants users the privilege to respond to correspondence items that they are added to the item's 'Assignee' field, 'Received From' field, or 'Distribution' list. Note: Since users with 'Standard' level permissions on a correspondence type can respond to correspondence items they are on, the 'Respond to Items They Are On' granular permission cannot be unchecked while 'Standard' is selected for the correspondence type on the permissions template. |
|
Edit Open Items They Created
|
Grants users the privilege to edit 'Open' correspondence items that they created. Note: Since users with 'Standard' level permissions on a correspondence type can edit 'Open' correspondence items they created, the 'Edit Open Items They Created' granular permission cannot be unchecked while 'Standard' is selected for the correspondence type on the permissions template. Important: This granular permission is not available for accounts with the 'non-editable" setting turned on at the company level. |
| Respond to Items Accessible to Users within Same Company | Grants users the privilege to respond to correspondence items that are accessible to another user within their same company. Users with this granular permission cannot view 'Private' correspondence items unless they have also been granted the 'View Private Items Accessible to Users within Same Company' granular permission. |
| View Private Items Accessible to Users within Same Company | Grants users the privilege to view 'Private' correspondence items that are accessible to another user within their same company. |