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What are the different roles Associated With Workflows?

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Answer

The table below describes the common roles associated with the Workflows tool, such as workflow creators, workflow managers and assignees. Granular permissions for workflows are detailed below in the following table. 

Role Definition Minimum Required User Permissions 
Workflow Creator A workflow creator is any Procore user in your organisation who has the permission to create workflow templates in the Company Workflows tool.
  • 'Admin' level permissions on the Company Workflows tool.
    OR
  • 'Read Only' or 'Standard' level permissions on the Company Workflows tool with the 'View Workflow Templates' and 'Create and Edit Workflow Templates' granular permission enabled on a permissions template.
Workflow Manager

A workflow manager is any Procore user in your organisation who has been granted the appropriate permissions and privileges to manage the settings in your workflows after they have been assigned to your company's Procore projects.

A workflow manager can:

  • Start a workflow
  • Restart a workflow
  • Access to the workflow panel on an item in a project.

 
  • 'Admin' level permissions on the Company Directory tool. 
    OR
  • 'Read Only' or 'Standard' level permissions on the related Project level tool and has the granular permissions detailed below enabled on a permissions template.

    Note: 'Admin' level permissions on the Project Directory tool for Correspondence workflows.
     
Workflow Assignee

A workflow assignee is any Procore user in your organisation who has been assigned to a workflow step on a project level item.

A workflow assignee can:

  • Approve a workflow step
  • Reject a workflow step
  • Return a workflow step

 

  • To respond to a workflow:
    • 'Standard' level permissions or higher on the project's related tool.
    • Must be the assignee of the current workflow step.