Procore iOS App - User Permissions
The following table highlights which user permissions are required to perform the described user action from Procore's mobile application and whether it is available on an Android and/or iOS device. To learn how to use touch commands on your mobile device, see What are Touch Commands?
Click this icon in the chart below to see the corresponding iOS tutorial for that functionality.
Click this icon in the chart below to see the corresponding Android tutorial for that functionality.
* 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.
1 This tool is only available on Android.
Note: The Camera function is available on both Android and iOS. However, 'Camera' is not listed as a tool in the iOS app.
Announcements
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 |
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| View Announcements | 2 |
2 |
2 |
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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.
Camera
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 | |
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 1 |
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1 The camera function is available on both iOS and Android. See Take and Add Photos to an Album in the Photos section of the permissions matrix.
Change Events
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 Change Event | |
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* |
* |
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Edit a Change Event that you created |
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* |
* |
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| Edit a Change Event that someone else created | |
** |
** |
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| Add a Line Item to a Change Event | |
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** |
** |
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* 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 sync 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. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.
Commitments
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 |
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* |
* |
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| Edit a Commitment's Schedule of Values | 2 |
2 |
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** |
** |
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| Edit a Purchase Order | 2 |
2 |
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** |
** |
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| Search Commitments | |
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** |
** |
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| View Change Orders | |
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** |
** |
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| View Inclusions/Exclusions for Subcontracts | |
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** |
** |
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| View Purchase Orders and Subcontracts | |
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** |
** |
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1 Users with 'Standard' or 'Read Only' level permissions on the Commitments tool may perform this action if the 'Create Purchase Order Contract' 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 Contract' and 'Update Work Order Contract' granular permissions are enabled on the permission template associated with their account.
* This action can be performed in offline mode. Tasks performed in offline mode will sync with Procore once a network connection is 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. Tasks performed in offline mode will sync with Procore once a network connection is reestablished.
Conversations (Beta)
The following table highlights which user permissions are required to perform the described user action. Click the Mobile Platform icons in the table to navigate to the relevant support articles.
Note: The Conversations tool does not have its own set of permissions to assign, and instead relies on users being part of a project's Directory and having access to items within that project. See the notes below the table for specific considerations.
Task |
Permissions | Mobile Platform | ||||
|---|---|---|---|---|---|---|
| None | Read Only | Standard | Admin | iOS | Android | |
| Create a Group in the Conversations Tool (iOS) | 1 |
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| Edit or Delete a Message in the Conversations Tool (iOS) | 2 |
2 |
2 |
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| Manage a Group in the Conversations Tool (iOS) | 1 |
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| Manage Push Notifications for the Conversations Tool (iOS) | 2 |
2 |
2 |
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| Mention a User in a Conversation (iOS) | 2 |
2 |
2 |
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| Send a Message in the Conversations Tool (iOS) | 2 |
2 |
2 |
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| View Messages in the Conversations Tool (iOS) | 2 |
2 |
2 |
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1 By default, only Company Admins can create and manage groups for group conversations. However, the 'Create and Manage Groups' privilege can be enabled for internal employees, or everyone in the Company Directory. See Configure Access and Settings for the Conversations Tool.
2 This action can be performed by any user in the project's Directory (for their own conversations and items that they have access to). See the specific considerations below:
- Direct Messages:
- If Direct Messages are enabled for the account, anyone in the project's Directory (and Company Admins) can be messaged or mentioned.
- If Direct Messages are only enabled for internal employees, only users marked as employees of the company can be messaged or mentioned. See How do I add someone as an employee of my company?
- Direct messages are private and can only be seen by the individuals in the message. Admin users cannot view direct messages that they are not a part of.
Note: A data export containing direct messages can be provided to Company Admins by Procore Support if needed.
- Group Conversations:
- Anyone in the project's Directory (and Company Admins) can be messaged or mentioned in a group.
- Messages within a group conversation can only be seen by members of that group.
- Item Conversations:
- Conversations for specific items in a project can only be viewed and participated in by users with access to the item in Procore ('Read Only' or higher permissions to the item's tool, and appropriate access if an item is marked as Private).
- All conversations:
- Users can only message or mention users who exist in the project's Directory, as well as Company Admins.
- Users can only edit and delete their own messages (within 5 minutes of sending, and if the feature is enabled).
- Users can only hide a conversation from their own view.
Coordination Issues
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 Coordination Issue (iOS) | |
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* |
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| Edit a Coordination Issue (iOS) | |
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** |
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| Search for and Filter Coordination Issues (iOS) | |
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** |
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| View the Activity Feed of a Coordination Issue (iOS) | |
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* |
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* 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.
Correspondence
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 | |
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** |
** |
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| Edit a Correspondence item | 1 |
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** |
** |
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| Respond to a Correspondence item | |
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* |
* |
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| Search for and Filter Correspondences | |
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** |
** |
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| Scan a Correspondence Item QR Code | |
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| View a Correspondence item | |
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** |
** |
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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.
Crews
Important
Permissions
| | The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.
Users can take the action with this permission level.
Users can take this action with this permission level AND one or more additional requirements, like granular permissions.
| Action | None | Read Only | Standard | Admin | Notes |
|---|---|---|---|---|---|
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Add a Worker |
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Create a Crew |
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Delete a Crew |
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Edit a Crew |
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Users with 'Standard' level permissions must also be designated as the 'Crew Lead' to take this action. On a mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device. Tasks performed offline sync with Procore when a network connection is reestablished. |
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Edit a Worker |
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Users must also have the following permissions for the project's Directory Tool to take this action:
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Remove a Worker |
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Users must also have 'Admin' level permissions on project's Directory tool to take this action. | |||
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Search Crews |
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Search for a Worker |
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View a Crew |
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View a Worker |
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Daily Log
Important
Permissions
| | The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.
Users can take the action with this permission level.
Users can take this action with this permission level AND one or more additional requirements, like granular permissions.
What granular permissions are available for the project's Daily Log tool?
| Action | None | Read Only | Standard | Admin | Notes |
|---|---|---|---|---|---|
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Add a Photo to a Daily Log Entry so that it Populates in the Photos Tool |
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Add a Related Item to a Daily Log Entry |
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Approve Any Daily Log Entry Created by Collaborators |
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Approve Copied Daily Log Entries Created by Collaborators |
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Configure Advanced Settings: Daily Log |
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Copy a Daily Log |
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On an iOS device, this action can be performed in offline. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished. | |||
| Create a Daily Log Entry from the Calendar View | |
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Create Accident Log Entries |
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This action can be performed in offline. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished. |
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Create Call Log Entries |
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This action can be performed in offline. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished. |
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Create Daily Construction Report Log Entries |
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This action can be performed in offline. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished. | ||
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Create Daily Construction Report Log Entries as a Collaborator |
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Create Daily Log Entries as a Collaborator |
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The granular permission for 'Collaborator Entry Only' has to be on a global template before the option is available in the Daily Log configuration settings. |
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Create Delay Entries |
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This action can be performed in offline. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished. |
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Create Delivery Entries |
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This action can be performed in offline. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished. |
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Create Delivery Entries as a Collaborator |
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Create Dumpster Entries |
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This action can be performed in offline. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished. |
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Create Equipment Entries |
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This action can be performed in offline. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished. |
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Create Inspection Entries |
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This action can be performed in offline. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished. | ||
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Create Manpower Entries |
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This action can be performed in offline. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished. | ||
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Create Manpower Entries as a Collaborator |
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Create Note Entries |
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This action can be performed in offline. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished. |
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Create Note Entries as a Collaborator |
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Create Observed Weather Entries |
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This action can be performed in offline. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished. | |||
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Create Plan Revision Entries |
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This action can be performed in offline. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished. | ||
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Create Productivity Entries |
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This action can be performed in offline. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished. | ||
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Create Quantity Entries |
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This action can be performed in offline. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished. | ||
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Create Safety Violation Entries |
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This action can be performed in offline. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished. | ||
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Create Scheduled Work Entries |
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This action can be performed in offline. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished. | ||
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Create Timecard Entries for Any User |
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Create Timecard Entries for Yourself |
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Users with 'Standard' level permissions must also be marked as an employee of your company. |
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Create Visitor Entries |
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Create Pending Visitor Entries as a Collaborator |
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The granular permission for 'Collaborator Entry Only' has to be on a global template before the option is available in the Daily Log configuration settings. | ||
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Create Waste Entries |
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Create a Change Event from a Daily Log Entry |
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Create a Custom Report from the Daily Log |
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Delete Any Daily Log Item |
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Entries cannot be deleted on a day that has been marked as complete. If an entry needs to be deleted, an 'Admin' user can Re-Open a Daily Log. | |||
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Delete a Daily Log Item You Created |
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Entries cannot be deleted on a day that has been marked as complete. If an entry needs to be deleted, an 'Admin' user can Re-Open a Daily Log. |
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Delete a Daily Log Item You Created as a Collaborator |
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Entries cannot be deleted after they are approved by a Daily Log Admin.
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Delete Related Items from Daily Log Entries |
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Edit Any Daily Log Item |
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On a mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device. Tasks performed offline sync with Procore when a network connection is reestablished. |
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Edit a Daily Log Item You Created |
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On a mobile device, this action can be performed offline. Tasks performed offline sync with Procore when a network connection is reestablished. | ||
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Edit a Daily Log Item You Created as a Collaborator |
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Entries cannot be edited after they are approved by a Daily Log Admin. |
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Email a Daily Log |
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Enter Logs for a Previous Day |
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This action can also be performed on mobile. | |
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Export a Daily Log as PDF |
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Mark a Daily Log as Complete |
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Reject Any Daily Log Entry Created by Collaborators |
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Reopen a Daily Log |
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Resubmit a Daily Log Entry as a Collaborator |
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Search and Filter Daily Logs |
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Search and Filter Daily Log Entries You Created as a Collaborator |
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Upload Photos to the Daily Log |
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Upload Photos to the Daily Log from the Photos Tool |
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Users also need 'Standard' permissions or higher on the project's Photos tool. | ||
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View and Attach Files to a Daily Log |
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On an Android device, this action can be performed offline, provided that the item was previously viewed and cached on your mobile device. | ||
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View Any Daily Log Items |
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View Your Daily Log Items as a Collaborator |
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The granular permission for 'Collaborator Entry Only' has to be on a global template before the option is available in the Daily Log configuration settings. | ||
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View Daily Log Items by Users at your Company as a Collaborator |
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The granular permission for 'Collaborator Entry Only' has to be on a global template before the option is available in the Daily Log configuration settings. | ||
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View Change History Log |
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View Daily Log Notes Report |
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Users also need 'Read Only' level permissions or higher on the project's Reports tool. |
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View Daily Logs in the Calendar View |
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Directory
Important
Permissions
| | The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.
Users can take the action with this permission level.
Users can take this action with this permission level AND one or more additional requirements, like granular permissions.
What granular permissions are available for the Project level Directory tool?
Important
A user who is granted 'Admin' level permissions to the Project level Directory tool is also automatically granted 'Admin' permissions to all of the project's tools.| Action | None | Read Only | Standard | Admin | Notes |
|---|---|---|---|---|---|
|
Add a Company to the Project Directory |
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On a mobile device, this action can be performed offline. Tasks performed offline are be synced with Procore when a network connection is reestablished. | |
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Add a Distribution Group to the Project Directory |
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Add a Contact to your Device |
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On a mobile device, this action can be performed offline. | |
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Add a Phone Calls Entry from the Directory |
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Add a User Account to the Project Directory |
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On a mobile device, this action can be performed offline. Tasks performed offline sync with Procore when a network connection is reestablished. | |
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Add Project Insurance to a Company Record in the Project Directory |
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Assign a Project Permissions Template to a User in the Project Directory |
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Users with granular permissions have the following limitations:
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Bulk Add Users and Companies to a Project Directory |
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Users with the granular permission can only assign 'Assignable Permission Templates' to others based on their own permissions template settings. | |
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Change a User's Permissions in the Project Directory |
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Users with the granular permission can only assign 'Assignable Permission Templates' to others based on their own permissions template settings. | |
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Configure the Project Team on the Project Home Page |
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Configure Advanced Settings for the Project Directory: Edit Permissions |
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Configure Advanced Settings for the Project Directory: Edit Project Roles |
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Create a Project Specific Permissions Template from the Project Directory |
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Customize the Column Display in the Directory Tool |
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Delete a Distribution Group from the Project Directory |
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Download vCard for a User Account in the Project Directory |
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Edit a Company in the Project Directory |
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Edit a Distribution Group |
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Edit an Active Account in the Project Directory |
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Only users with 'Admin' level permissions can edit inactive user accounts. | |
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Edit an Inactive Account in the Project Directory |
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Email Forward Contact Information |
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Enable Schedule Notifications for a User on a Project |
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Enable Weather Delay Alerts by Phone or Email |
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Export the Project Directory to CSV or PDF |
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Forward Contact Information by Email |
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Invite or Reinvite a User to Join a Procore Project |
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Invite a Batch of Users to Join a Procore Project |
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Reactivate a Company in the Project Directory |
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Reactivate a User in the Project Directory |
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Remove a Company from the Project Directory |
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Remove a User from a Project |
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Remove Project Insurance from a Company Record |
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Remove a Batch of User Accounts from a Project Directory |
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Remove a Batch of Companies from a Project Directory |
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Request Company and People Imports |
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Save Contact to Phone on a Mobile Device |
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Search and Filter the Project Directory |
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Send a Message or WhatsApp to a Contact |
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Set Tenderer Information at the Project Level |
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Switch Between Views in the Project Directory |
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View the Project Directory |
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On a mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device. |
Documents
Permissions
| | The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.
Users can take the action with this permission level.
Users can take this action with this permission level AND one or more additional requirements, like granular permissions.
What granular permissions are available for the Project level Documents tool?
| Action | None | Read Only | Standard | Admin | Notes |
|---|---|---|---|---|---|
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Add a Related Item to a File |
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Add or Edit a File Description |
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Change Permission Settings on a Folder or File |
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Check In or Out a File |
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Configure Advanced Settings: Documents |
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Create a Folder |
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Delete Files or Folders |
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Download a Previous Version of a File |
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Download Files and Folders |
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Email Files and Folders |
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Export Information |
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Export Object Data from a Model |
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Users must also have 'Read Only' or higher permission to the Models tool. | |
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Manage and Set Tags for Documents |
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Manage Permissions for Files and Folders |
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Manage Who Tracks Files and Folders |
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Move and Copy Files and Folders |
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Open or Edit a File in Microsoft Office 365 |
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Preview a File |
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Rename a File |
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Rename a Folder |
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Retrieve a File or Folder from the Recycle Bin |
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Search for and Filter Documents |
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This action can be performed offline provided that the asset/item was previously viewed and cached on your mobile device. | |
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Sort Document Folder Contents |
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Track a Folder or File |
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Upload a New Version of a File |
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Upload Files into a Folder |
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This action can be performed offline. Actions performed offline will be synced with Procore once a network connection has been reestablished. | ||
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View a File in Microsoft Office 365 |
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View Documents |
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View a Private File or Folder |
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The user must have the 'Access Private Folders and Files' granular permission OR must be added to the permissions list for the file or folder. See Manage Permissions for Files and Folders. |
Drawings
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 | |
| Access Recently Viewed Drawings | |
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| Add Measurements to a Drawing | |
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** |
** |
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| Add Observations to a Drawing | |
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| Add Photos to a Drawing | 1 |
1 |
1 |
** |
** |
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| Add Deficiency List Items to Drawings | |
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** |
** |
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| Compare Drawings | |
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| Delete Drawing Markups (personal) | |
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** |
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| Delete Drawing Markups (published) | |
** |
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| Sync and Download Drawings | |
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| Email Drawings | |
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| Link a Correspondence Item on a Drawing | 2 |
2 |
* |
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| Link Items to a Drawing | |
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** |
** |
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| Link RFIs to a Drawing | |
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* |
** |
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| Link Observations to a Drawing | 3 |
3 |
* |
|||
| Mark Up a Drawing (personal) | 4 |
|
|
** |
** |
|
| Publish Personal Drawing Markups | |
|
** |
|
||
| Print Drawings | |
|
|
|
|
|
| Search for and Filter Drawings | |
|
|
** |
** |
|
| Share Drawings Within Procore | |
|
|
|||
| Sync and Download 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 'Read Only' or higher permissions on the correspondence type.
3 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.
Equipment
Important
Permissions
| | The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.
Users can take the action with this permission level.
Users can take this action with this permission level AND one or more additional requirements, like granular permissions.
| Action | None | Read Only | Standard | Admin | Notes |
|---|---|---|---|---|---|
|
Add Equipment to Projects |
 |
 |
|
||
|
Remove Equipment from Projects |
|
||||
|
Scan an Equipment QR Code |
|
|
|
||
|
View Equipment Details |
|
|
|
Legacy Content
For the legacy Equipment experience, reference these permissions.
Forms
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.
Incidents
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.
Inspections
Important
Permissions
| | The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.
Users can take the action with this permission level.
Users can take this action with this permission level AND one or more additional requirements, like granular permissions.
What granular permissions are available for the Project level Inspections tool?
| Action | None | Read Only | Standard | Admin | Notes |
|---|---|---|---|---|---|
|
Add a Related Item to an Inspection |
|
|
|||
|
Add Comments to an Inspection Item |
|
|
|
||
|
Add Company Level Inspection Templates to Your Project |
|
|
|||
|
Add Attachments to Inspection Items |
|
|
|
||
|
Add Signers to an Inspection |
|
|
|
||
|
Add Signers to an Inspection Item |
+ Create Contact |
+ Create Contact |
|
||
|
Clone a Project Inspection Template to a Company |
|
||||
|
Close an Inspection You Created |
|
|
|||
|
Close Any Inspection |
|
||||
|
Configure Advanced Settings: Inspections |
|
||||
|
Create an Inspection |
|
|
On a mobile device, this action can be performed offline. Tasks performed offline are synced with Procore when a network connection is reestablished. | ||
|
Create a Project Level Inspection Template |
|
||||
|
Create an Observation from an Inspection |
|
|
|
||
|
Delete an Inspection |
|
||||
|
Create an Inspection Schedule |
|
|
|
||
|
Delete an Inspection Template |
|
||||
|
Edit an Inspection You Created |
|
|
On an Android mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device. |
||
|
Edit Any Inspection |
|
On an Android mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device. |
|||
|
Edit a Project Level Inspection Template |
|
||||
|
Edit an Inspection Schedule |
|
|
|
||
|
Email Inspections |
|
|
|||
|
Export an Individual Inspection |
|
|
|
||
|
Perform an Inspection |
|
|
On a mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device. | ||
|
Retrieve an Inspection From the Recycle Bin |
|
||||
|
Search and Filter for Inspections |
|
|
|
On a mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device. |
|
|
Sign a Completed Inspection |
|
|
On an iOS mobile device, this action can be performed offline. Tasks performed offline are synced with Procore when a network connection is reestablished. | ||
|
Sign an Inspection Item |
|
|
On an iOS mobile device, this action can be performed offline. Tasks performed offline are synced with Procore when a network connection is reestablished. | ||
|
View Project Level Inspections |
|
|
|
||
|
View the Activity Feed of Items in an Inspection |
|
|
|
On a mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device. |
|
|
View Change History of an Inspection |
|
||||
|
View Signatures on an Inspection |
|
|
|
On an iOS mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device. |
Instructions
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.
Locations
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 | |
| Scan Location QR Code in the Locations Tool | 1 |
1 |
1 |
|
|
|
| View Items Associated with a Location | 1 |
1 |
1 |
** |
** |
|
1 You will need permissions to view the items displayed in the Locations tool. For example, you will need 'Read Only' or higher permissions on the Observations tool to view associated observations with the location.
* 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.
Meetings
Important
Permissions
| | The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.
Users can take the action with this permission level.
Users can take this action with this permission level AND one or more additional requirements, like granular permissions.
What granular permissions are available for the Project level Meetings tool?
| Action | None | Read Only | Standard | Admin | Notes |
|---|---|---|---|---|---|
|
Add a Comment to a Meeting Item |
|
|
|
||
|
Add a Meeting Category |
|
|
|
||
|
Add a Meeting Item |
|
|
|
||
|
Add a Meeting To Your Personal Calendar |
|
|
|
||
|
Add a Related Item to a Meeting |
|
|
|
||
|
Add Meeting Minutes |
|
|
|
||
|
Configure Advanced Settings: Meetings |
|
||||
|
Convert a Meeting from Agenda to Minutes Mode |
|
|
|
||
|
Create a Follow-up Meeting |
|
||||
|
Create a Meeting |
|
|
|
||
|
Delete Any Meeting Comment |
|
||||
|
Delete Own Meeting Comment |
|
|
|
||
|
Create a Meeting from a Template |
|
|
|
||
|
Delete a Meeting |
|
||||
|
Delete a Meeting Category |
|
|
|
||
|
Delete a Meeting Item |
|
|
|
||
|
Distribute a Meeting Agenda |
|
|
|
||
|
Distribute and Redistribute Meeting Minutes |
|
|
|
||
|
Edit a Meeting |
|
|
|
||
|
Edit a Meeting Item |
|
|
|
||
|
Export a Meeting as a PDF |
|
|
|
||
|
Forward a Meeting by Email |
|
|
|
||
|
Initiate an Email Communication Thread for a Meeting |
|
|
|
Any person (even non-Procore users) with the email address for the meeting can initiate a communication thread. | |
|
Record Meeting Attendance |
|
||||
|
Reorder Meeting Categories |
|
|
|
||
|
Reorder Meeting Items |
|
|
|
||
|
Search for a Meeting |
|
|
|
||
|
Star Previous Minutes |
|
||||
|
View a Meeting |
|
|
|
||
|
View Previous Minutes |
|
|
|
||
|
View the Change History of a Meeting |
|
Models
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) | |
|
|
|
||
| Measure Distances on a Model (iOS) | |
|
|
|
||
| Send Logs to Support for Issues with a Model (iOS) | |
|
|
|
||
| Settings: Models (iOS) | |
|
|
|
||
| View Models (iOS) | |
|
|
|
||
Note: 'Standard' level 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.
Observations
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.
Photos
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. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.
Project Dashboard
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 the Project Dashboard | |
|
|
|
|
|
Project Overview Screen
Important
Permissions
| | The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.
Users can take the action with this permission level.
Users can take this action with this permission level AND one or more additional requirements, like granular permissions.
| Action | None | Read Only | Standard | Admin | Notes |
|---|---|---|---|---|---|
|
Add, Edit, or Delete Project Details from the Project Overview |
Users must also have the following permissions:
|
||||
|
Add, Edit, or Delete Project Links from the Project Overview |
|
||||
|
Add, Edit, or Delete the Project Message and Notes from the Project Overview |
|
||||
|
Change the Project Stage from the Project Overview |
|
||||
|
Manage Project Team Roles from the Project Overview |
Users must also have 'Admin' level permissions to the Project Directory tool. | ||||
|
Quick Create an Item from the Project Overview |
Users must also have permissions to create the item in the relevant Procore tool. | ||||
|
View Open Items from the Project Overview |
Users must also have permissions to view the item in the relevant Procore tool. | ||||
|
View Project Details from the Project Overview |
|
|
|
||
|
View Project Message from the Project Overview |
|
|
|
||
|
View Project Team from the Project Overview |
|
|
|
||
|
View Project Weather from the Project Overview |
|
|
|
||
|
View Details of Recent Project Activity from the Project Overview |
|
||||
|
View Recent Project Activity from the Project Overview |
|
|
|
Prime Contracts
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.
Deficiency List
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 |
|
** |
** |
||
| Notify Assignees of Deficiency 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.
RFIs
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 an RFI | |
|
|
|
||
| Respond to an RFI | |
|
|
* |
||
| Search for and Filter RFIs | |
|
|
** |
|
|
| View RFIs | 1 |
1 |
|
** |
|
|
1 Users may require specific roles on an RFI (or granular permissions) to view the RFI depending on the RFI's status and privacy settings. See View RFIs (iOS) and View RFIs (Android) for 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. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.
Schedule
Important
Permissions
| | The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.
Users can take the action with this permission level.
Users can take this action with this permission level AND one or more additional requirements, like granular permissions.
What granular permissions are available for the Project level Schedule tool?
| Action | None | Read Only | Standard | Admin | Notes |
|---|---|---|---|---|---|
|
Add Related Items to a Scheduled Task |
|
||||
|
Configure Advanced Settings: Schedule |
|
||||
|
Configure Schedule Notification Emails |
|
||||
|
Configure the Project Level Schedule Tool for Primavera P6 |
|
||||
|
Clear an Integrated Schedule |
|
||||
|
Create a Calendar Item |
|
|
|||
|
Create Lookahead |
|
|
|
||
|
Create Lookahead Tasks |
|
|
|
||
|
Delete Calendar Item |
|
||||
|
Delete Lookahead |
|
|
|
||
|
Delete Lookahead Tasks |
|
|
|
||
|
Edit Any Calendar Item |
|
||||
|
Edit a Calendar Item You Created |
|
|
|||
|
Edit Lookahead Task |
|
|
|
On a mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device. Tasks performed offline sync with Procore when a network connection is reestablished. | |
|
Export a Project Schedule |
|
|
|||
|
Request a Schedule Change |
|
|
|||
|
Search and Filter for Scheduled Tasks |
|
|
|
||
|
Send Recurring Project and Resource Schedules |
|
||||
|
Update a Project Schedule File |
|
||||
|
Update Lookahead Tasks |
|
|
|
||
|
Update Task Completion Percentage |
|
|
|
||
|
Upload a Project Schedule File to Procore's Web Application |
|
||||
|
Upload an Asta Powerproject Schedule |
|
||||
|
View a Project Schedule |
|
|
|
||
|
View a Scheduled Task |
|
|
|
||
|
View Lookahead |
|
|
|
||
|
View the Change History of Lookaheads |
|
|
|
Settings
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 | |
| Manage App Preferences (iOS) | |
|
|
** |
** |
|
| Manage Project Settings (iOS) | |
|
|
** |
||
| View Current Items in the Upload Queue | |
|
|
|
|
|
* 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.
Specifications
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.
Submittals
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 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.
Tasks
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 |
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* |
* |
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| Add Tasks | 2 |
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* |
* |
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| Change the Status of a Task | 3 |
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* |
* |
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| Delete a Task | |
* |
* |
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| Edit Tasks | 4 |
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* |
* |
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| Search for Tasks | |
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** |
** |
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| Send Tasks | |
** |
** |
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| View Tasks | |
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** |
** |
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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.
Timesheets
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 |
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| Add Employees to a Timesheet | 1 |
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| Add Quantities to a Timesheet | 1 |
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| Bulk Enter Time Entry | |
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| Copy Previous Timesheet | |
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| Create a Timesheet | |
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| Delete a Timesheet | |
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| Edit a Timesheet | 1 |
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| Edit Quantities on a Timesheet | 4 |
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| Search for and Filter Timesheets | |
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| Sign a Timesheet | |
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| Sign Timesheets for All Projects | |
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| View a Field Production Report | 5 |
5 |
5 |
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| View a Labour Budget to Actual Report | 5 |
5 |
5 |
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| View a Timesheet | |
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| View Quantities on a Timesheet | 1 |
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| View Timesheets for All Projects | |
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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.
T&M Tickets
Important
To view a T&M ticket linked to a change event, you can use the Project Level Change Events tool.
Permissions
| | The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.
Users can take the action with this permission level.
Users can take this action with this permission level AND one or more additional requirements, like granular permissions.
| Action | None | Read Only | Standard | Admin | Notes |
|---|---|---|---|---|---|
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Add a T&M Ticket to a Change Event |
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Users also need 'Standard' or 'Admin' level permissions on the project's Change Events tool. | ||
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Add Equipment Entries on a T&M Ticket |
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On a mobile device, this action can be performed offline and will be synced with Procore once a network connection has been reestablished. |
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Best Practices for Configuring T&M Tickets |
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Create a T&M Ticket |
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On a mobile device, this action can be performed offline and will be synced with Procore once a network connection has been reestablished. | ||
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Close or Reopen a T&M Ticket You Created |
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Users with 'Standard' permission are only permitted to modify the tickets they create. | ||
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Close or Reopen Any T&M Ticket |
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Configure Advanced Settings: T&M Tickets
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Create a Change Event from a T&M Ticket |
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Users also need 'Standard' or 'Admin' level permissions on the project's Change Events tool. | ||
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Create Equipment from a T&M Ticket You Created |
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Create Equipment from Any T&M Ticket |
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Delete a T&M Ticket You Created |
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Delete Any T&M Ticket |
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Edit a T&M Ticket You Created |
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On a mobile device, this action can be performed offline and will be synced with Procore once a network connection has been reestablished. |
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Edit Any T&M Ticket |
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On a mobile device, this action can be performed offline and will be synced with Procore once a network connection has been reestablished. |
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Export a T&M Ticket as a PDF |
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Request a Signature on a T&M Ticket |
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Retrieve a T&M Ticket You Created |
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Retrieve Any T&M Ticket |
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Search and Filter T&M Tickets |
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This action can be performed offline when using a mobile device. |
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Sign a T&M Ticket |
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On a mobile device, this action can be performed offline and will be synced with Procore once a network connection has been reestablished. |
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View a T&M Ticket |
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This action can be performed offline when using a mobile device. |