Which Procore tools support Granular Permissions?
Answer
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.
Supported Company Level Tools
The table below includes a list of the Company level tools that support granular permissions and each granular permission available in those tools. These granular permissions can be granted to users through new or existing company permissions templates. To learn more about the tasks associated with each granular permission, see Grant Granular Permissions in a Company Permissions Template.
| Tool | Available Granular Permissions |
|---|---|
| Directory | Create and Edit Companies |
| View Company Detail | |
| Create and Edit Users | |
| View User Detail |
Supported Project Level Tools
The table below includes a list of the Project level tools that support granular permissions and each granular permission available in those tools. These granular permissions can be granted to users through new or existing project permissions templates. To learn more about the tasks associated with each granular permission, see Grant Granular Permissions in a Project Permissions Template.
| Tool | Available Granular Permissions |
|---|---|
| Admin | Manage General |
| Manage Active Tools | |
| Manage Cost Codes | |
| Manage Locations | |
| Tendering | Create Tender Notes |
| Edit Tender Notes | |
| Delete Tender Notes | |
| Budget | Import Budget From File |
| Create and Edit Original Budget Amount | |
| View Direct Cost Details | |
| Delete Budget Line Items | |
| Lock Budget | |
| Send and Retrieve Budgets from ERP | |
| Commitments | View Private Purchase Orders |
| View Private Subcontracts | |
| Create Purchase Order | |
| Create Subcontract | |
| Update Purchase Order | |
| Update Subcontract | |
| Correspondence | View Private Items Accessible to Users within Same Company |
| Respond to Items Accessible to Users within Same Company | |
| Create Item | |
| Edit Open Items They Created | |
| Respond to Items They Are On | |
| Crews | Note: The 'Create Contacts (Only Applicable if Timesheets or Incidents is Enabled)' granular permission is one of the Project level Directory granular permissions. |
| Daily Log | Collaborator Entry Only |
| Standard Users Can Edit and Delete Own Entries | |
| Direct Costs | Create Direct Cost |
| Update Direct Cost | |
| Delete Direct Cost | |
| Directory | Add from Company Directory (Assignable Permission Templates Only) |
| Assign Project Roles | |
| Create and Edit Users (Assignable Permission Templates Only) | |
| Create and Edit Companies | |
| Create and Edit Distribution Groups | |
| Create Contacts (Only Applicable if Timesheets or Incidents is enabled) | |
| Manage Permission Templates (Assignable Only) | |
| Remove User from a Project | |
| Remove Company from a Project | |
| Request Company and People Imports | |
| View Company Insurance Information | |
| Update Contacts (Only Applicable if Timesheets or Incidents is Enabled) | |
| Documents | Access Private Folders and Files |
| Rename Folders and Files | |
| Move and Copy Files and Folders | |
| Set Permissions | |
| Delete Folders and Files | |
| See Recycle Bin | |
| Drawings | Upload Drawings |
| Upload and Review Drawings | |
| Incidents | Note: The 'Create Contacts (Only Applicable if Timesheets or Incidents is Enabled)' granular permission is one of the Project level Directory granular permissions. |
| Observations | View Private Observations Assigned to Users within Same Company |
| Update Status and Comment on Observations Assigned to Users within Same Company | |
| Can Assign Standard Users to Observations | |
| Photos | Delete a Photo Album |
| Change the Order of Photo Albums | |
| View Private Photos | |
| Create a Photo Album | |
| Prime Contracts | Create Prime Contract |
| Update Prime Contract | |
| Delete Prime Contract | |
| View Owner Invoice Detail | |
| Deficiency List | View Private Deficiency List Items Assigned to Users within Same Company |
| Respond to Deficiency List Items Assigned to Users Within the Same Company | |
| RFIs | Act as RFI Manager |
| Mark Official Responses | |
| View Private RFIs Associated to Users within Same Company | |
| Schedule | Update Task Completion Percentages |
| Create a Lookahead Schedule | |
| Create a Lookahed Subtask | |
| Delete a Lookahead | |
| Delete a Lookahead Subtask | |
| Edit a Lookahead Subtask | |
| View a Lookahead Schedule | |
| Submittals | Create Submittal |
| Create Submittal Package | |
| View Private Submittals Associated to Users within Same Company | |
| Timesheets | Review & Edit Timesheets |
| Transmittals | View Private Transmittals Associated to Users within Same Company |