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Procore (en-GB)

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
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
Admin Manage General
  Manage Active Tools
  Manage Cost 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
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
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 a Lookahead Programme
  Create a Lookahed Subtask
  Delete a Lookahead
  Delete a Lookahead Subtask
  Edit a Lookahead Subtask
  View a Lookahead Programme
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

See Also