Permissions

The following table highlights which user permissions are required to perform the described user action.

Note: Click the Mobile Platform icons in the table to navigate to the relevant support articles.

Task	Permissions				Mobile Platform
	None	Read Only	Standard	Admin	iOS	Android
Create Announcements				1
View Announcements		2	2	2

¹ Users must have 'Admin' permissions on the project's Home tool.

² Users must have 'Read Only' or above permissions on the project's Home tool.

The following table highlights which user permissions are required to perform the described user action.

Note: Click the Mobile Platform icons in the table to navigate to the relevant support articles.

Task	Permissions				Mobile Platform
	None	Read Only	Standard	Admin	iOS	Android
Take and Add Photos to an Album with the Camera Tool					1

¹ The camera function is available on both iOS and Android. SeeTake and Add Photos to an Album in the Photos section of the permissions matrix. 

The following table highlights which user permissions are required to perform the described user action.

Note: Click the Mobile Platform icons in the table to navigate to the relevant support articles.

Task	Permissions				Mobile Platform
	None	Read Only	Standard	Admin	iOS	Android
Create a Purchase Order		1	1		**
Edit a Commitment's Schedule of Values		2	2
Edit a Purchase Order		2	2			**
Search Commitments					**	**
View Change Orders					**	**
View Inclusions/Exclusions for Subcontracts					**	**
View Purchase Orders and Subcontracts					**	**

¹ Users with 'Standard' or 'Read Only' level permissions on the Commitments tool may perform this action if the 'Create Purchase Order' granular permission is enabled on the permission template associated with their account

2 Users with 'Standard' or 'Read Only' level permissions on the Commitments tool may perform this action if the 'Update Purchase Order' and 'Update Subcontract' granular permissions are enabled on the permission template associated with their account.

 *   This action can be performed in offline mode (i.e. when an active network connection is not available on your mobile device). Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.

 **  This asset/item can be viewed or edited in offline mode provided that the asset/item was previously viewed and cached on your mobile device.

The following table highlights which user permissions are required to perform the described user action.

Note: Click the Mobile Platform icons in the table to navigate to the relevant support articles.

Task	Permissions				Mobile Platform
	None	Read Only	Standard	Admin	iOS	Android
Create a Correspondence item					**	**
Edit a Correspondence item			1		**	**
Respond to a Correspondence item					*	*
Search for and Filter Correspondences					**	**
View a Correspondence item					**	**

¹ Users with 'Standard' permissions can only edit correspondence items that they have created.

 *   This action can be performed in offline mode (i.e. when an active network connection is not available on your mobile device). Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.

 **  This asset/item can be viewed or edited in offline mode provided that the asset/item was previously viewed and cached on your mobile device.

The following table highlights which user permissions are required to perform the described user action.

Note: Click the Mobile Platform icons in the table to navigate to the relevant support articles.

Task	Permissions				Mobile Platform
	None	Read Only	Standard	Admin	iOS	Android
Add a Worker		1	1	1
Create a Crew					*	*
Edit a Crew			2			**
Edit a Worker		3	3	3
View a Crew					**	**
View a Worker

¹ 'Read Only' or higher level users can add workers if they have been granted the 'Create Reference Users' granular permission.

² 'Standard' users can only modify crews that they are the Crew Lead of.

³ 'Read Only' or higher level users can edit workers if they have been granted the 'Update Reference Users' granular permission.

 *   This action can be performed in offline mode (i.e. when an active network connection is not available on your mobile device). Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.

 **  This asset/item can be viewed or edited in offline mode provided that the asset/item was previously viewed and cached on your mobile device.

The following table highlights which user permissions are required to perform the described user action.

Note: Click the Mobile Platform icons in the table to navigate to the relevant support articles.

Task	Permissions				Mobile Platform
	None	Read Only	Standard	Admin	iOS	Android
Add a Daily Log Item					*	*
Add Notes Log Entries					*	*
Copy a Daily Log Item					*
Delete a Daily Log
Email the Daily Log
Edit Daily Log						**
Mark a Daily Log as Complete
Send Photos from the Photos tool to the Daily Log
Review and Approve Pending Entries
View and Attach Files						**

 *   This action can be performed in offline mode (i.e. when an active network connection is not available on your mobile device). Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.

 **  This asset/item can be viewed or edited in offline mode provided that the asset/item was previously viewed and cached on your mobile device.

The following table highlights which user permissions are required to perform the described user action.

Note: Click the Mobile Platform icons in the table to navigate to the relevant support articles.

Task	Permissions				Mobile Platform
	None	Read Only	Standard	Admin	iOS	Android
Add a Photo to a Deficiency List Item						**
Close a Deficiency List Item					**	**
Create a Deficiency List Item					*	*
Download Attachments from a Deficiency List Item
Edit a Deficiency List Item			1, 2			**
Send Deficiency List Items
Reassign a Deficiency List Item						**
Respond to a Deficiency List Item					**	**
Search and Filter the Deficiency List					**	**

¹  'Standard' level users can edit deficiency list items that they have created if the item's status is in 'Draft,' or 'In Dispute.'

²  'Standard' level users who have been granted permission to act as Deficiency Item Manager can edit items in which they are listed as the Deficiency Item Manager, except when the item's status is 'Draft'.
Note: A 'Standard' user must be added to the 'Standard permission users who can act as a Deficiency Item Manager' section of the Deficiency List tool's configure settings in order to be selected as a Deficiency Item Manager. 

 *   This action can be performed in offline mode (i.e. when an active network connection is not available on your mobile device). Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.

 **  This asset/item can be viewed or edited in offline mode provided that the asset/item was previously viewed and cached on your mobile device.

The following table highlights which user permissions are required to perform the described user action.

Note: Click the Mobile Platform icons in the table to navigate to the relevant support articles.

Task	Permissions				Mobile Platform
	None	Read Only	Standard	Admin	iOS	Android
Add a Phone Calls Entry from the Directory
Add a Company to the Project Level Directory					*	*
Add a Person to the Project Level Directory					*	*
Add a Contact to your Device					*	*
Email Forward Contact Information
Edit a Company in the Project Level Directory
Edit a Person in the Project Level Directory
Search and Filter the Directory
Send a Message or WhatsApp To Contact
View the Directory					**	**

 *   This action can be performed in offline mode (i.e. when an active network connection is not available on your mobile device). Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.

 **  This asset/item can be viewed or edited in offline mode provided that the asset/item was previously viewed and cached on your mobile device.

The following table highlights which user permissions are required to perform the described user action.

Note: Click the Mobile Platform icons in the table to navigate to the relevant support articles.

Task	Permissions				Mobile Platform
	None	Read Only	Standard	Admin	iOS	Android
Create a Folder
Search For Folders and Files					**	**
Delete Folders and Files
Download a File
Drag and Drop Files into Procore's Documents Tool
Email Folders and Files
Rename a File
Print a Folder or File
Upload a File					**	**

 *   This action can be performed in offline mode (i.e. when an active network connection is not available on your mobile device). Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.

 **  This asset/item can be viewed or edited in offline mode provided that the asset/item was previously viewed and cached on your mobile device.

The following table highlights which user permissions are required to perform the described user action.

Note: Click the Mobile Platform icons in the table to navigate to the relevant support articles.

Task	Permissions				Mobile Platform
	None	Read Only	Standard	Admin	iOS	Android
Add Observations to a Drawing
Add Measurements to a Drawing					**	**
Add Photos to a Drawing			1	1	**	**
Add Deficiency List Items to Drawings					**	**
Delete Drawing Markups (personal)					**
Delete Drawing Markups (published)					**
Sync and Download Drawings
Email Drawings
Link Items to a Drawing					**	**
Link RFIs to a Drawing (iOS)					*	**
Link Observations to a Drawing (iOS)			2	2	*
Markup a Drawing (Personal)		3			**	**
Publish Personal Drawing Markups					**
Print Drawings
Search for and Filter Drawings					**	**
View Drawing Area					**	**
View Drawings					**	**

¹  Users must also have 'Read Only' or higher permissions on the project's Photos tool.

²  Users must also have 'Standard' or 'Admin' permissions on the project's Observations tool.

³ 'Read Only' level users can markup drawings but cannot publish their markups.

 *   This action can be performed in offline mode (i.e. when an active network connection is not available on your mobile device). Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.

 **  This asset/item can be viewed or edited in offline mode provided that the asset/item was previously viewed and cached on your mobile device.

The following table highlights which user permissions are required to perform the described user action. 
Important! Users will need 'Read Only' or higher permissions on the Company level Equipment tool to access the Project level Equipment tool. 

Note: Click the Mobile Platform icons in the table to navigate to the relevant support articles.

Task	Permissions				Mobile Platform
	None	Read Only	Standard	Admin	iOS	Android
Add Inspections to Equipment Entries			1
Add Equipment Entries
Change the Status of Equipment Entries			2
Edit Equipment Entries			2
Perform Equipment Inspections			1
Remove Equipment from Site			2
Search and Filter for Equipment Entries
View Equipment Entries

¹ Users must also have 'Standard' level permissions or higher on the Project level Inspections tool.

² 'Standard' users can perform functions on equipment entries they have created.

The following table highlights which user permissions are required to perform the described user action.

Note: Click the Mobile Platform icons in the table to navigate to the relevant support articles.

Task	Permissions				Mobile Platform
	None	Read Only	Standard	Admin	iOS	Android
Edit a Form's Information			1		**	**
Email a Form
Delete a Project Level Form
Download Form Templates
Fill out a Form					**	**
View a Form

¹ Standard level users may edit the information of a form they created.

* This action can be performed in offline mode (i.e. when an active network connection is not available on your mobile device). Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.

** This asset/item can be viewed or edited in offline mode provided that the asset/item was previously viewed and cached on your mobile device.

The following table highlights which user permissions are required to perform the described user action.

Note: Click the Mobile Platform icons in the table to navigate to the relevant support articles.

Task	Permissions				Mobile Platform
	None	Read Only	Standard	Admin	iOS	Android
Add a Witness Statement to an Incident					**	**
Close Incidents			1		**	**
Create Incidents					*	*
Edit Incidents			1		**	**
Search and Filter for Incidents					**	**
View Incidents					**	**

¹ 'Standard' level users can perform this action for incidents that they have created.

 *   This action can be performed in offline mode (i.e. when an active network connection is not available on your mobile device). Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.

 **  This asset/item can be viewed or edited in offline mode provided that the asset/item was previously viewed and cached on your mobile device.

The following table highlights which user permissions are required to perform the described user action.

Note: Click the Mobile Platform icons in the table to navigate to the relevant support articles.

Task	Permissions				Mobile Platform
	None	Read Only	Standard	Admin	iOS	Android
Add Comments to an Inspection Item					*	**
Add Photos to an Inspection Item					*	**
Add Signers to an Inspection					**
Create an Inspection					*	*
Create an Observation from an Inspection					**	**
Edit an Inspection			1			**
Email Inspections
Perform an Inspection					**	**
Search for and Filter Inspections					**	**
Sign an Inspection					*
View the Activity Feed of an Inspection					**	**
View Signatures on an Inspection					**

¹ 'Standard' level users can only edit inspections that they have created.

 *   This action can be performed in offline mode (i.e. when an active network connection is not available on your mobile device). Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.

 **  This asset/item can be viewed or edited in offline mode provided that the asset/item was previously viewed and cached on your mobile device.

The following table highlights which user permissions are required to perform the described user action.

Note: Click the Mobile Platform icons in the table to navigate to the relevant support articles.

Task	Permissions				Mobile Platform
	None	Read Only	Standard	Admin	iOS	Android
Create an Instruction					**	**
Delete an Instruction
Edit an Instruction			1		**	**
Search for and Filter Instructions					**	**
View Instructions					**	**

¹ Users with 'Standard' permissions can only edit instructions that they have created.

 *   This action can be performed in offline mode (i.e. when an active network connection is not available on your mobile device). Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.

 **  This asset/item can be viewed or edited in offline mode provided that the asset/item was previously viewed and cached on your mobile device.

The following table highlights which user permissions are required to perform the described user action.

Note: Click the Mobile Platform icons in the table to navigate to the relevant support articles.

Task	Permissions				Mobile Platform
	None	Read Only	Standard	Admin	iOS	Android
Add a Meeting Item					*
Add Meeting Minutes
Convert from Agenda to Minutes Mode
Create a Meeting					*	*
Edit a Meeting Item					**
Edit a Meeting
Search for a Meeting					**	**
Take Attendance					**
View a Meeting					**	**

 *   This action can be performed in offline mode (i.e. when an active network connection is not available on your mobile device). Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.

 **  This asset/item can be viewed or edited in offline mode provided that the asset/item was previously viewed and cached on your mobile device.

Note: Click the Mobile Platform icons in the table to navigate to the relevant support articles.

Task	Permissions				Mobile Platform
	None	Read Only	Standard	Admin	iOS	Android
Create Coordination Issues from a Model (iOS)		1		1
Create Observations from a Model (iOS)		2		2
Download or Remove Models from a Device (iOS)
View Models (iOS)

Note: 'Standard' permissions do not exist for the Models tool.

¹  'Standard' or 'Admin' permissions to the Coordination Issues tool are also required to create coordination issues on a model. 

²  'Standard' or 'Admin' permissions to the Observations tool are also required to create observations from a model. 

The following table highlights which user permissions are required to perform the described user action.
Important! Permissions for My Time are set in the Company Directory tool under Timecards.

Note: Click the Mobile Platform icons in the table to navigate to the relevant support articles.

Task	Permissions				Mobile Platform
	None	Read Only	Standard	Admin	iOS	Android
Add a My Time Entry			1	1	*	*
Clock Your Time			1,2	1,2
Edit a My Time Entry			1	1	*	*
Search by Item Description			1	1	**	**
View My Time Entries			1	1
Sign a Timesheet			1,2	1,2	**	**

¹ 'Standard' level permissions or higher is required on the company's Timecard tool to complete this function.

²  This function is only available if the Timesheet tool is enabled.

 *   This action can be performed in offline mode (i.e. when an active network connection is not available on your mobile device). Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.

 **  This asset/item can be viewed or edited in offline mode provided that the asset/item was previously viewed and cached on your mobile device.

The following table highlights which user permissions are required to perform the described user action.

Note: Click the Mobile Platform icons in the table to navigate to the relevant support articles.

Task	Permissions				Mobile Platform
	None	Read Only	Standard	Admin	iOS	Android
Add a Comment to an Observation					**	**
Add Observations to a Drawing
Close an Observation					**	**
Create an Observation					*	*
Create an Observation from an Inspection					*	**
Create Observations on a Drawing			1	1	*
Edit an Observation			2		**	**
Email an Observation
Respond to an Observation					**	**
Search and Filter for Observations					**	**

¹ Also requires 'Standard' or 'Admin' permissions on the Drawings tool.

²  'Standard' level users can only edit observations that they have created.

 *   This action can be performed in offline mode (i.e. when an active network connection is not available on your mobile device). Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.

 **  This asset/item can be viewed or edited in offline mode provided that the asset/item was previously viewed and cached on your mobile device.

The following table highlights which user permissions are required to perform the described user action.

Note: Click the Mobile Platform icons in the table to navigate to the relevant support articles.

Task	Permissions				Mobile Platform
	None	Read Only	Standard	Admin	iOS	Android
Add a Comment to a Photo					*
Bulk Edit Photos
Create a Photo Album						*
Delete Photos						**
Drag and Drop Images into Procore's Photos Tool
Download a Photo					**	**
Mark Up a Photo
Mention Someone in a Photo Comment
Email a Photo
Search and Filter for Photos
Send Photos from the Photos tool to the Daily Log
Sort Photo Albums
Take and Add Photos to an Album					*	*
View Photos					**	**

 *   This action can be performed in offline mode (i.e. when an active network connection is not available on your mobile device). Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.

 **  This asset/item can be viewed or edited in offline mode provided that the asset/item was previously viewed and cached on your mobile device.

The following table highlights which user permissions are required to perform the described user action.

Note: Click the Mobile Platform icons in the table to navigate to the relevant support articles.

Task	Permissions				Mobile Platform
	None	Read Only	Standard	Admin	iOS	Android
View a Prime Contract		1	1		*	*

¹ 'Read Only' and Standard' level users can only view a prime contract if they have been added to the drop-down in the 'Private' field of the prime contract.

 *   This action can be performed in offline mode (i.e. when an active network connection is not available on your mobile device). Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.

 **  This asset/item can be viewed or edited in offline mode provided that the asset/item was previously viewed and cached on your mobile device.

The following table highlights which user permissions are required to perform the described user action.

Note: Click the Mobile Platform icons in the table to navigate to the relevant support articles.

Task	Permissions				Mobile Platform
	None	Read Only	Standard	Admin	iOS	Android
Close an RFI						*
Create an RFI					*	*
Create a Change Event from an RFI					**	*
Edit an RFI						*
Email Forward an RFI
Respond to an RFI						*
Search for and Filter RFIs					**
View RFIs					**

 *   This action can be performed in offline mode (i.e. when an active network connection is not available on your mobile device). Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.

 **  This asset/item can be viewed or edited in offline mode provided that the asset/item was previously viewed and cached on your mobile device.

The following table highlights which user permissions are required to perform the described user action.

Note: Click the Mobile Platform icons in the table to navigate to the relevant support articles.

Task	Permissions				Mobile Platform
	None	Read Only	Standard	Admin	iOS	Android
Search and Filter the Schedule					**	**
View Task Details					**	**

 *   This action can be performed in offline mode (i.e. when an active network connection is not available on your mobile device). Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.

 **  This asset/item can be viewed or edited in offline mode provided that the asset/item was previously viewed and cached on your mobile device.

The following table highlights which user permissions are required to perform the described user action.

Note: Click the Mobile Platform icons in the table to navigate to the relevant support articles.

Task	Permissions				Mobile Platform
	None	Read Only	Standard	Admin	iOS	Android
Email Specifications
Search Contextually Within Specifications					**	**
Search for Specifications					**	**
View Specifications					**	**

 *   This action can be performed in offline mode (i.e. when an active network connection is not available on your mobile device). Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.

 **  This asset/item can be viewed or edited in offline mode provided that the asset/item was previously viewed and cached on your mobile device.

The following table highlights which user permissions are required to perform the described user action.

Note: Click the Mobile Platform icons in the table to navigate to the relevant support articles.

Task	Permissions				Mobile Platform
	None	Read Only	Standard	Admin	iOS	Android
Download Submittals
Email Submittals
Scan a Submittal QR Code					*
Search and Filter for Submittals					**	**
View a Submittal					**	**

 *   This action can be performed in offline mode (i.e. when an active network connection is not available on your mobile device). Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.

 **  This asset/item can be viewed or edited in offline mode provided that the asset/item was previously viewed and cached on your mobile device.

The following table highlights which user permissions are required to perform the described user action.

Note: Click the Mobile Platform icons in the table to navigate to the relevant support articles.

Task	Permissions				Mobile Platform
	None	Read Only	Standard	Admin	iOS	Android
Add Comments to Tasks			1		*	*
Add Tasks			2		*	*
Change the Status of a Task			3		*	*
Delete a Task					*	*
Edit Tasks			4		*	*
Search for Tasks					**	**
Send Tasks					**	**
View Tasks					**	**

¹  'Standard' level users can add comments to tasks that they have created or that they are listed as the Assignee.

²  'Standard' level users can only assign tasks that they have created to themselves or to 'Admin' level users.

³  'Standard' level users who are the Assignee of a task, can change the status to 'Initiated', 'In Progress', or 'Ready for Review', but NOT to 'Closed' or 'Void'.

⁴  'Standard' level users can only edit tasks that they have created.

 *   This action can be performed in offline mode (i.e. when an active network connection is not available on your mobile device). Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.

 **  This asset/item can be viewed or edited in offline mode provided that the asset/item was previously viewed and cached on your mobile device.

The following table highlights which user permissions are required to perform the described user action.

Note: Click the Mobile Platform icons in the table to navigate to the relevant support articles.

Task	Permissions				Mobile Platform
	None	Read Only	Standard	Admin	iOS	Android
Add a Crew to a Timesheet			2	2
Add Employees to a Timesheet			1
Add Quantities to a Timesheet			1
Bulk Enter Time Entry
Copy Previous Timesheet
Create a Timesheet
Delete a Timesheet
Edit a Timesheet			1
Edit Quantities on a Timesheet			4
Search for and Filter Timesheets
Sign a Timesheet
Sign Timesheets for All Projects
View a Field Production Report		5	5	5
View a Labour Budget to Actual Report		5	5	5
View a Timesheet
View Quantities on a Timesheet			1
View Timesheets for All Projects

¹ 'Standard' users can perform functions on timesheets that they have created.

² 'Read Only' or higher level permissions are required on the project's Crews tool to complete this function.

³ 'Admin' level permissions are required on the project's Directory tool to complete this function.

⁴ 'Standard' users can perform functions on timesheets where they are the creator of ALL the quantities on the timesheet.

⁵ 'Read Only' or higher level permissions are required on the project's Reports tool to complete this function.