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Procore

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. These granular permissions can be granted to users through new or existing company permissions templates.

Tool Link to Available Granular Permissions
Tender Board/Portfolio Planning What granular permissions are available for the company's Tender Board tool?
Directory What granular permissions are available for the Company level Directory tool?

Beta  Workflows

What granular permissions are available for the company's Workflows tool?

Supported Project Level Tools

The table below includes a list of the Project level tools that support granular permissions. These granular permissions can be granted to users through new or existing project permissions templates.

Tool Link to Available Granular Permissions
Action Plans What granular permissions are available for the project's Action Plans tool?
Admin What granular permissions are available for the Project level Admin tool?
Tendering What granular permissions are available for the project's Tendering tool?
Budget What granular permissions are available for the project's Budget tool?
Client Contracts 1 What granular permissions are available for the project's Client Contracts tool?
Commitments What granular permissions are available for the project's Commitments tool?
Correspondence What granular permissions are available for the project's Correspondence tool?
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 What granular permissions are available for the project's Site Diary tool?
Direct Costs What granular permissions are available for the project's Direct Costs tool?
Directory What granular permissions are available for the Project level Directory tool?
Documents What granular permissions are available for the Project level Documents tool?
Drawings What granular permissions are available for the project's Drawings tool?
Funding 2 What granular permissions are available for the project's Funding tool?
Incidents Note: The 'Create Contacts (Only Applicable if Timesheets or Incidents is Enabled)' granular permission is one of the Project level Directory granular permissions.
Inspections What granular permissions are available for the Project level Inspections tool?
Meetings What granular permissions are available for the project's Meetings tool?
Observations What granular permissions are available for the project's Observations tool?
Photos What granular permissions are available for the project's Photos tool?
Main Contracts What granular permissions are available for the project's Main Contracts tool?
Snag List What granular permissions are available for the project's Snag List tool?
RFIs What granular permissions are available for the project's RFIs tool?
Programme What granular permissions are available for the Project level Programme tool?
Submittals What granular permissions are available for the project's Submittals tool?
Timesheets What granular permissions are available for the Project level Timesheets tool?
Transmittals What granular permissions are available for the project's Transmittals tool?

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 tool names and terms are different in Procore for main contractors, owners and speciality contractors?

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 tool names and terms are different in Procore for main contractors, owners and speciality contractors?

See Also