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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
Tender Board/Portfolio Planning 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?

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?

See Also