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Procore (en-GB)

Can I provide users with 'Read-Only' level permissions with limited access to update information in Procore?

Answer

Yes. For special use cases where you want to restrict a Procore users' ability to perform tasks associated with 'Standard' or 'Admin' level permissions on a Procore tool, your company's Procore Administrator can use Procore's granular permissions feature to create role-based permissions templates. You can then assign that permission template to the desired user(s) on your project. 

Supported Tools

The table below includes a list of the Company level tools that support granular permissions and each granular permission available in those tools. These granular permissions can be granted to users through new or existing company permissions templates. To learn more about the tasks associated with each granular permission, see Grant Granular Permissions in a Company Permissions Template.

Tool Available Granular Permissions
Directory Create and Edit Companies
  View Company Detail
  Create and Edit Users
  View User Detail

The table below includes a list of the Project level tools that support granular permissions and each granular permission available in those tools. These granular permissions can be granted to users through new or existing project permissions templates. To learn more about the tasks associated with each granular permission, see Grant Granular Permissions in a Project Permissions Template.

Tool Available Granular Permissions
Action Plans Create and Edit Action Plan
  Delete Action Plan
  Sign as Action Plan Approver
  Sign as Action Plan Approver for Users within the Same Company
  Sign as Completed Action Plan Receiver
  Sign as Completed Action Plan Receiver for Users with the Same Company
  Sign as Action Plan Assignee for any User
  Sign as Action Plan Assignee for Users with the Same Company
  Sign as Action Plan Assignee
  Add Records
  Remove Records
  Edit Due Date in Published Plans
  Edit Project Settings
Admin Manage General
  Manage Active Tools
  Update Segment Items
  Manage WBS Codes
  Manage Locations
Tendering Create Tender Notes
  Edit Tender Notes
  Delete Tender Notes
Budget Import Budget From File
  Create and Edit Original Budget Amount
  View Direct Cost Details
  Delete Budget Line Items
  Lock Budget
  Send and Retrieve Budgets from ERP
Client Contracts 1 Create Client Contract
  Update Client Contract
  Delete Client Contract
  View Payment Application Detail
Commitments View Private Purchase Orders
  View Private Subcontracts
  Create Purchase Order
  Create Subcontract
  Update Purchase Order
  Update Subcontract
Correspondence View Private Items Accessible to Users within Same Company
  Respond to Items Accessible to Users within Same Company
  Create Item
  Edit Open Items They Created
  Respond to Items They Are On
Crews Note: The 'Create Contacts (Only Applicable if Timesheets or Incidents is Enabled)' granular permission is one of the Project level Directory granular permissions.
Site Diary Collaborator Entry Only
  Standard Users Can Edit and Delete Own Entries
Direct Costs Create Direct Cost
  Update Direct Cost
  Delete Direct Cost
Directory Add from Company Directory (Assignable Permission Templates Only)
  Assign Project Roles
  Create and Edit Users (Assignable Permission Templates Only)
  Create and Edit Companies
  Create and Edit Distribution Groups
  Create Contacts (Only Applicable if Timesheets or Incidents is enabled)
  Manage Permission Templates (Assignable Only)
  Remove User from a Project
  Remove Company from a Project
  Request Company and People Imports
  View Company Insurance Information
  Update Contacts (Only Applicable if Timesheets or Incidents is Enabled)
Documents Access Private Folders and Files
  Rename Folders and Files
  Move and Copy Files and Folders
  Set Permissions
  Delete Folders and Files
  See Recycle Bin
Drawings Upload Drawings
  Upload and Review Drawings
Funding 2 Create Funding
  Update Funding
  Delete Funding
  View Payment Application Detail
Incidents Note: The 'Create Contacts (Only Applicable if Timesheets or Incidents is Enabled)' granular permission is one of the Project level Directory granular permissions.
Observations View Private Observations Assigned to Users within Same Company
  Update Status and Comment on Observations Assigned to Users within Same Company
  Can Assign Standard Users to Observations
Photos Delete a Photo Album
  Change the Order of Photo Albums
  View Private Photos
  Create a Photo Album
Main Contracts Create Main Contract
  Update Main Contract
  Delete Main Contract
  View Owner Payment Application Detail
Snag List View Private Snag List Items Assigned to Users within Same Company
  Respond to Snag List Items Assigned to Users Within the Same Company
RFIs Act as RFI Manager
  Mark Official Responses
  View Private RFIs Associated to Users within Same Company
Programme Update Task Completion Percentages
  Create Lookaheads
  Delete Lookaheads
  View Lookaheads
  Create Lookahead Tasks
  Delete Lookahead Tasks
  Update Lookahead Tasks
Submittals Create Submittal
  Create Submittal Package
  View Private Submittals Associated to Users within Same Company
Timesheets Review & Edit Timesheets
Transmittals View Private Transmittals Associated to Users within Same Company

1 The Client Contracts tool is only available to Procore users in the United States who have implemented the Procore for Speciality Contractors point-of-view dictionary. See What dictionaries and languages are available in the Procore web application?

The Funding tool is only available to Procore users in the United States who have implemented the Procore for Owners point-of-view dictionary. See What dictionaries and languages are available in the Procore web application?

Example Use Cases

The table below describes some examples of common use cases that can be addressed using granular permissions. See Grant Granular Permissions in a Permission Template.

Tool Example Use Case Recommended Solution
Admin I want to provide a trusted accountant with permission to create, edit and delete cost codes for a Procore project.  Create a new permission for the role. Assign the template the Manage Cost Codes granular permission. Then assign that template to the user on the project to apply the changes. See Manage Permission Templates.
Tendering I want to provide an internal user with permission to create, edit and delete tender notes on a tender package. However, I don't want that user to have permission to perform the other tasks associated with the default 'Standard' or 'Admin' level permission on the project's Tendering Tool.  Create a new permission template for the role. Assign that template the Create Tender Notes, Edit Tender Notes and Delete Tender  Notes granular permissions. Then assign that template to the user on the project to apply the changes. See Manage Permission Templates.
Commitments We hired a few temporary employees who will help us create and update purchase orders and subcontracts on our project. However, we do not want to grant those users 'Standard' or 'Admin' level permission to the Commitments tool because we do not want them to be able to delete commitments or create variation requests on the project.  Create a new permission template for the role. Assign that template the Create Purchase Order, Create Subcontract, Update Purchase Order and Update Subcontract granular permissions. Then assign that template to the user on the project to apply the changes. See Manage Permission Templates.
Site Diary I have a subcontractor who will act as an external collaborator on a construction project's Site Diary tool.  Create a new permission template for the external collaborator(s). Assign that template the 'Allow Subcontractor Entry' granular permission. Then assign that template to the user on the project to apply the changes. See Manage Permission Templates.
Directory I need to grant permissions to a trusted user so that they can create and edit user records, company records and distribution groups on the Project Directory. However, I do not want to grant this user 'Admin' level permissions on the Project Directory because I do not want this user to have full 'Admin' level permissions for the Project Directory and all project tools. I want to limit this user's permissions on the Project Directory to only be allowed to create and edit users, companies and distribution groups.  Create a new permission template for the role. Assign that template the Add from Company Directory (Assignable Permission Templates Only), Create and Edit Users (Assignable Permission Templates Only), Create and Edit Companies and Create and Edit Distribution Groups granular permissions. Then assign that template to the user on the project to apply the changes. See Manage Permission Templates.
Documents I would like to provide our project's administrative coordinator with limited access permissions to move, copy and rename files and folders in the Documents tool. However, I do not want to provide that user with 'Standard' or 'Admin' level permissions to the Documents tool because I do not want them to be able to delete, upload or replace any files or folders.  Create a new permission template for the role. Assign that template the Move and Copy Files and Folders and Rename Folders and Files granular permissions. Then assign that template to the user on the project to apply the changes. See Manage Permission Templates.
Snag List I would like to provide my employees with the ability to view snag list items that are assigned to other users at our company, so they can respond when the assignee is absent.  Create a new permission template for that role. Assign the template the Respond to Snag Items Assigned to Users within the Same Company. Then assign that template to the users on that project who work at the desired company. See Manage Permission Templates.

See Also