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Procore (en-CA)

Portfolio Financials User Permissions Matrix

User Permissions Matrix

 Note
This User Permissions Matrix is specific to the Portfolio Financials product in Procore. Reach out to your Procore point of contact for more information. 

The following reference page is a comprehensive breakdown of user actions along with the specific user permissions that are required to be able to perform that action in Portfolio Financials.

  • A green checkmark  icon_checkmark_h17.png  indicates that users of this permission level can perform the action.
  • A gray checkmark    indicates that users of this permission level can perform the action if they have been invited to the item or if they created it themselves. 

Click a tool name below to view the associated permissions:


Approval Workflows

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

Task 'Vendor' (Project) 'Limited' (Project) 'Full Access' (Project) 'Building Admin' 'Company Admin'
Assign an Approval Workflow Template to a Building        
Create an Approval Workflow Template        
Delete an Approval Workflow Template        
Edit an Approval Workflow Template        
Remove an Approval Workflow Template from a Building        
Search for Approval Workflow Templates        
View Approval Workflow Templates        

 

 


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Tender Room

 


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Contract Room

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

Task 'Vendor' (Project) 'Limited' (Project) 'Full Access' (Project) 'Building Admin' 'Company Admin'
         
         
         
         
         
         
         

 


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