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Procore

What granular permissions are available for the project's Client Contracts tool?

 Limited Release
flag-us.png flag-canada.png  The Client Contracts tool is available as a limited release for Procore customers in the United States and Canada who have implemented the Procore for Speciality Contractors point-of-view dictionary. To learn more, see What dictionaries and languages are available in the Procore web application?

Background

In Procore, the term granular permissions refers to task-based privileges that can be granted to users with 'Read Only' or 'Standard' level permissions on certain tools through the users' assigned permissions templates. The table below shows the granular permissions that are available for the project's Client Contracts tool.

Answer

Granular Permission Name Granular Permission Description
Create Client Contract Grants users the privilege to create client contracts in the project's Client Contracts tool. See Create Client Contracts.
Update Client Contract Grants users the privilege to edit a client contract in the project's Client Contracts tool. See Edit a Client Contract.
Delete Client Contract Grants users the privilege to delete a client contract in the project's Client Contracts tool. See Delete a Client Contract.
View Payment Application Detail Grants users the privilege to view the Details tab of the payment application and the tab's Export button. See Create a MC/Client Payment application for a Client Contract.