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Procore (en-CA)

Permissions

Correspondence Tool

Project Level

Correspondence Tool

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

Task None Read Only Standard Admin
Create a Correspondence Item     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create and Link an RFI, Change Event or a Different Correspondence Item to an Existing Correspondence Item     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Respond to a Correspondence Item 1    icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Search, Sort and Filter Correspondences   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Change the Status of a Correspondence Item 2     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Archive a correspondence item Archive a Correspondence Item       icon-mindtouch-table-check.png

1  Users with 'Read Only' permissions can respond to a correspondence item if the "Respond to Items Accessible to Users within Same Company" checkbox has been selected in the Permissions tool.

2  Users with 'Standard' permissions can change status to the items they create. Users with 'Admin' permissions can change status to the items they create and are a part of.

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