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Procore

What granular permissions are available for the project's RFIs 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 RFIs tool.

Answer

Granular Permission Name Granular Permission Description
Act as RFI Manager Grants a user the privilege to be selected as the RFI Manager for individual RFIs or to be selected as a project's default RFI Manager. For more information about what tasks users with this granular permission enabled on their permissions template can perform, see What tasks does the 'Act as RFI Manager' granular permission allow users to perform?
Mark Official Responses 1 Grants a user the privilege to mark (or unmark) official responses on an RFI if they are the RFI's creator or if they are an Assignee or a Distribution List member on the RFI.
View Private RFIs Associated to Users within Same Company Grants a user the privilege to view any RFI marked 'Private' if another user in their company (including them) is the RFI's creator or is designated as the RFI Manager, an Assignee, or a Distribution List member.
  1. The 'Only Show Official Responses to Standard and Read-Only Users' configuration setting must be turned OFF in order for a user with 'Standard' level permissions on the project's RFIs tool to view all responses to an RFI that they created. See Configure Advanced Settings: RFIs. Users with the 'Act as RFI Manager' granular permission enabled on their permissions templates can view all responses to RFIs that they create ('Standard' only) or that they are designated as RFI Manager for even if this setting is turned ON.