Which Procore tools support Granular Permissions?
Answer
Supported Tools
You can assign granular task permissions to a new or existing permission template for these Project level tools in Procore. To learn about the tasks associated with these permissions, see Grant Granular Permissions in a Permission Template.
Tool | Available Granular Permission Checkbox |
---|---|
Admin | Manage General |
Manage Cost Codes | |
Manage Active Tools | |
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 | |
Crews | Note: The 'Update Contacts (Only Applicable if Timesheets is Enabled).' granular permission is in the Directory Tool. |
Daily Log | Collaborator Entry Only |
Standard Users Can Edit and Delete Own Entries | |
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 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 is Enabled) | |
Direct Costs | Create Direct Cost |
Update Direct Cost | |
Delete Direct Cost | |
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 in the Directory Tool. |
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 | |
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 |
Submittals | Create Submittals |
Create Submittal Packages | |
View Private Submittals Associated to Users within Same Company | |
Transmittals | View Private Transmittals Associated to Users within Same Company |