Which Procore tools support granular permissions?
Answer
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.
Supported Company Level 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 |
|---|---|
| Tender Board | Can Access Projects for All Users |
| Can Edit Project Details | |
| Can Manage Documents | |
| Can Manage Notes and Tasks | |
| Can Export Estimate and Tender Documents | |
| Directory | Create and Edit Companies |
| View Company Detail | |
| Create and Edit Users | |
| View User Detail |
Supported Project Level Tools
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 Order Contract |
| View Private Work Order Contract | |
| Create Purchase Order Contract | |
| Create Work Order Contract | |
| Update Purchase Order Contract | |
| Update Work Order Contract | |
| 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 | |
| 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. |
| Meetings | Add Comment to Meeting |
| Delete Own Comment on Meeting | |
| Create Meeting | |
| Distribute Meeting | |
| Update Meeting | |
| Manage Meeting Items | |
| Manage Meeting Categories | |
| Manage Related Items for Meetings | |
| Email Meeting | |
| 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?
2 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?