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Procore (en-CA)

Configure Advanced Settings: Transmittals

Objective

To configure advanced settings for the project's Transmittals tool.

Background

The Transmittals tool lets your project eam keep documented records of any communications.

Things to Consider

  • Required User Permission:
    • 'Admin' level permission on the project's Transmittals tool.

Steps

Configure Transmittal Settings

  1. Navigate to the project's Transmittals tool.
  2. Click Configure Settings .
  3. Under 'Transmittal Settings', do the following:

  4. Click Update.
    A banner appears to confirm that your changes have been saved.

Set User Permissions

  1. Navigate to the project's Transmittals tool.
  2. Click Configure Settings .
  3. In the right pane, click Permissions Table.
  4. Set the access permission level for the tool's users by clicking the icon in the permission column until the GREEN checkmark appears: