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Procore

Procore iOS App - User Permissions

The following table highlights which user permissions are required to perform the described user action from Procore's mobile application and whether it is available on an Android and/or iOS device. To learn how to use touch commands on your mobile device, see What are Touch Commands?

icon-apple-logo.png Click this icon in the chart below to see the corresponding iOS tutorial for that functionality.

icon-android-logo.svg Click this icon in the chart below to see the corresponding Android tutorial for that functionality.

 *   This action can be performed in offline mode (i.e. when an active network connection is not available on your mobile device). Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.

 **  This asset/item can be viewed or edited in offline mode provided that the asset/item was previously viewed and cached on your mobile device.

Announcements Documents Models Settings
Camera 1 Drawings My Time Specifications
Change Events Equipment Observations Submittals
Commitments Forms Photos Tasks
Conversations (Beta) Incidents Main Contracts Timesheets
Coordination Issues Inspections Project Dashboard Daywork Sheets
Correspondence Instructions Project Overview Screen  
Crews Documents Snag List  
Site Diary Locations RFIs  
Directory  Meetings Programme  



  1  This tool is only available on Android.
     Note: The Camera function is available on both Android and iOS. However, 'Camera' is not listed as a tool in the iOS app.

Announcements

The following table highlights which user permissions are required to perform the described user action.

Note: Click the Mobile Platform icons in the table to navigate to the relevant support articles.


Task
Permissions Mobile Platform
None Read Only Standard Admin iOS Android
Create Announcements       icon-mindtouch-table-check.png1 icon-apple-logo.png icon-android-logo.png
View Announcements   icon-mindtouch-table-check.png2 icon-mindtouch-table-check.png2 icon-mindtouch-table-check.png2 icon-apple-logo.png icon-android-logo.png

Users must have 'Admin' permissions on the project's Home tool.

Users must have 'Read Only' or above permissions on the project's Home tool.

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Camera

The following table highlights which user permissions are required to perform the described user action.

Note: Click the Mobile Platform icons in the table to navigate to the relevant support articles.


Task
Permissions Mobile Platform
None Read Only Standard Admin iOS Android
Take and Add Photos to an Album with the Camera Tool     icon-mindtouch-table-check.png icon-mindtouch-table-check.png ios-gray-icon.jpg 1 icon-android-logo.png

The camera function is available on both iOS and Android. See Take and Add Photos to an Album in the Photos section of the permissions matrix. 

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Change Events

The following table highlights which user permissions are required to perform the described user action.

Note: Click the Mobile Platform icons in the table to navigate to the relevant support articles.


Task
Permissions Mobile Platform
None Read Only Standard Admin iOS Android
Create a Change Event     icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png* icon-android-logo.png*

 *   This action can be performed in offline mode (i.e. when an active network connection is not available on your mobile device). Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.

 **  This asset/item can be viewed or edited in offline mode provided that the asset/item was previously viewed and cached on your mobile device.

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Commitments

The following table highlights which user permissions are required to perform the described user action.

Note: Click the Mobile Platform icons in the table to navigate to the relevant support articles.


Task
Permissions Mobile Platform
None Read Only Standard Admin iOS Android
Create a Purchase Order   icon-mindtouch-table-check.png1 icon-mindtouch-table-check.png1 icon-mindtouch-table-check.png icon-apple-logo.png** icon-android-logo.png 
Edit a Commitment's Bill of Quantities   icon-mindtouch-table-check.png2 icon-mindtouch-table-check.png2 icon-mindtouch-table-check.png icon-apple-logo.png icon-android-logo.png  
Edit a Purchase Order   icon-mindtouch-table-check.png2 icon-mindtouch-table-check.png2 icon-mindtouch-table-check.png icon-apple-logo.png  icon-android-logo.png**
Search Commitments    icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png**  icon-android-logo.png**
View Variations   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png**  icon-android-logo.png**
View Inclusions/Exclusions for Subcontracts   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png**  icon-android-logo.png**
View Purchase Orders and Subcontracts   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png** icon-android-logo.png**

Users with 'Standard' or 'Read Only' level permissions on the Commitments tool may perform this action if the 'Create Purchase Order Contract' granular permission is enabled on the permission template associated with their account

2 Users with 'Standard' or 'Read Only' level permissions on the Commitments tool may perform this action if the 'Update Purchase Order Contract' and 'Update Work Order Contract' granular permissions are enabled on the permission template associated with their account.

 *   This action can be performed in offline mode (i.e. when an active network connection is not available on your mobile device). Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.

 **  This asset/item can be viewed or edited in offline mode provided that the asset/item was previously viewed and cached on your mobile device.

 


Conversations (Beta)

The following table highlights which user permissions are required to perform the described user action. Click the Mobile Platform icons in the table to navigate to the relevant support articles.

Note: The Conversations tool does not have its own set of permissions to assign, and instead relies on users being part of a project's Directory and having access to items within that project. See the notes below the table for specific considerations.


Task
Permissions Mobile Platform
None Read Only Standard Admin iOS Android
Create a Group in the Conversations Tool (iOS)       icon-mindtouch-table-check.png 1 icon-apple-logo.png   icon-android-logo.png
Edit or Delete a Message in the Conversations Tool (iOS)   icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png 2 icon-apple-logo.png   icon-android-logo.png
Manage a Group in the Conversations Tool (iOS)       icon-mindtouch-table-check.png 1 icon-apple-logo.png   icon-android-logo.png
Manage Push Notifications for the Conversations Tool (iOS)   icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png 2 icon-apple-logo.png   icon-android-logo.png
Mention a User in a Conversation (iOS)   icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png 2 icon-apple-logo.png   icon-android-logo.png
Send a Message in the Conversations Tool (iOS)   icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png 2   icon-apple-logo.png   icon-android-logo.png
View Messages in the Conversations Tool (iOS)   icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png 2 icon-apple-logo.png icon-android-logo.png


1  By default, only Company Admins can create and manage groups for group conversations. However, the 'Create and Manage Groups' privilege can be enabled for internal employees, or everyone in the Company Directory. See Configure Access and Settings for the Conversations Tool. 

2  This action can be performed by any user in the project's Directory (for their own conversations and items that they have access to). See the specific considerations below:

  • Direct Messages:
    • If Direct Messages are enabled for the account, anyone in the project's Directory (and Company Admins) can be messaged or mentioned.
    • If Direct Messages are only enabled for internal employees, only users marked as employees of the company can be messaged or mentioned. See How do I add someone as an employee of my company?
    • Direct messages are private and can only be seen by the individuals in the message. Admin users cannot view direct messages that they are not a part of.
      Note: A data export containing direct messages can be provided to Company Admins by Procore Support if needed.
  • Group Conversations:
    • Anyone in the project's Directory (and Company Admins) can be messaged or mentioned in a group.
    • Messages within a group conversation can only be seen by members of that group. 
  • Item Conversations:
    • Conversations for specific items in a project can only be viewed and participated in by users with access to the item in Procore ('Read Only' or higher permissions to the item's tool, and appropriate access if an item is marked as Private).
  • All conversations:
    • Users can only message or mention users who exist in the project's Directory, as well as Company Admins.
    • Users can only edit and delete their own messages (within 5 minutes of sending, and if the feature is enabled).
    • Users can only hide a conversation from their own view.

Co-ordination Issues

The following table highlights which user permissions are required to perform the described user action.

Note: Click the Mobile Platform icons in the table to navigate to the relevant support articles.


Task
Permissions Mobile Platform
None Read Only Standard Admin iOS Android
Add a Comment to a Co-ordination Issue (iOS)     icon-mindtouch-table-check.png icon-mindtouch-table-check.png  icon-apple-logo.png*     
Edit a Co-ordination Issue (iOS)     icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png**    
Search for and Filter Co-ordination Issues (iOS)   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  icon-apple-logo.png**     
View the Activity Feed of a Co-ordination Issue (iOS)   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  icon-apple-logo.png*     

 *   This action can be performed in offline mode (i.e. when an active network connection is not available on your mobile device). Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.

 **  This asset/item can be viewed or edited in offline mode provided that the asset/item was previously viewed and cached on your mobile device.

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Correspondence

The following table highlights which user permissions are required to perform the described user action.

Note: Click the Mobile Platform icons in the table to navigate to the relevant support articles.


Task
Permissions Mobile Platform
None Read Only Standard Admin iOS Android
Create a Correspondence item     icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png**    icon-android-logo.png**
Edit a Correspondence item     icon-mindtouch-table-check.png1 icon-mindtouch-table-check.png icon-apple-logo.png**    icon-android-logo.png**
Respond to a Correspondence item     icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png *   icon-android-logo.png  * 
Search for and Filter Correspondences   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png   icon-apple-logo.png**    icon-android-logo.png**
Scan a Correspondence Item QR Code   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  icon-apple-logo.png   icon-android-logo.png
View a Correspondence item   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png** icon-android-logo.png**

1 Users with 'Standard' permissions can only edit correspondence items that they have created.

 *   This action can be performed in offline mode (i.e. when an active network connection is not available on your mobile device). Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.

 **  This asset/item can be viewed or edited in offline mode provided that the asset/item was previously viewed and cached on your mobile device.

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Crews

The following table highlights which user permissions are required to perform the described user action.

icon-mindtouch-table-mobile.png  - Denotes an action supported in Procore's iOS and/or Android mobile application.

Task None Read Only Standard Admin
Add a Worker 1, 2 icon-mindtouch-table-mobile.png      icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create a Crew icon-mindtouch-table-mobile.png     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Delete a Crew        icon-mindtouch-table-check.png
Edit a Crew 2 icon-mindtouch-table-mobile.png       icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Edit a Worker 1 icon-mindtouch-table-mobile.png        icon-mindtouch-table-check.png
Remove a Worker 3       icon-mindtouch-table-check.png
Search Crews   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Search for a Worker   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View a Crew icon-mindtouch-table-mobile.png    icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View a Worker icon-mindtouch-table-mobile.png    icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png

1 Users must also be granted 'Read Only' or 'Standard' level permissions on the Project level Directory tool with the 'Create Contacts' granular permission enabled on their permission template OR must be granted 'Admin' level permissions on the Project level Directory tool to perform this task.

Users with 'Standard' permission can only edit a crew when designated as the 'Crew Lead'. See Create a Crew.

'Admin' users must also be granted 'Admin' permission on the project's Directory tool to perform this task.

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Site Diary

Learn which user permissions are required to take the described actions in this tool.

 Important

Some actions that impact this tool are done in other Procore tools. See the User Permissions Matrix for the full list of actions taken in all other tools.

Permissions 

   The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.

icon-mindtouch-table-check.png Users can take the action with this permission level.

icon-mindtouch-table-check.png Users can take the action with this permission level AND one or more granular permissions.

What granular permissions are available for the project's Site Diary tool?

 

Action None Read Only Standard Admin Notes

Add a Photo to a Site Diary Entry so that it Populates in the Photos Tool

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png
  • Users must also have 'Read Only' level permissions to the Photos tool to take this action.
  • Users with 'Admin' level permissions can view photos marked as 'private'.

Add a Related Item to a Site Diary Entry

 Web

      icon-mindtouch-table-check.png  

Approve Any Site Diary Entry Created by Collaborators

 Web     iOS     Android

      icon-mindtouch-table-check.png  

Approve Copied Site Diary Entries Created by Collaborators

 Web     iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Configure Advanced Settings: Site Diary

 Web

      icon-mindtouch-table-check.png  

Copy a Site Diary

 Web     iOS     Android

      icon-mindtouch-table-check.png On an iOS device, this action can be performed in offline. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.
Create a Site Diary Entry from the Calendar View     icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Create Accident Diary Entries

 Web     iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png This action can be performed in offline. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.
 

Create Call Diary Entries

 Web     iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png This action can be performed in offline. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.
 

Create Daily Construction Report Diary Entries

 Web     iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png This action can be performed in offline. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.

Create Daily Construction Report Diary Entries as a Collaborator

 Web     iOS     Android

 

  • Collaborator Entry Only

  • Collaborator Entry Only
 
  • The granular permission for 'Collaborator Entry Only' has to be on a global template before the option is available in the Site Diary configuration settings.
  • This action can be performed in offline. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.
     

 

Create Site Diary Entries as a Collaborator 

 Web     iOS     Android

 

  • Collaborator Entry Only

  • Collaborator Entry Only
 

The granular permission for 'Collaborator Entry Only' has to be on a global template before the option is available in the Site Diary configuration settings.

Create Delay Entries

 Web     iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png This action can be performed in offline. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.
 

Create Delivery Entries

 Web     iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png This action can be performed in offline. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.
 

Create Delivery Entries as a Collaborator

 Web     iOS     Android

 

  • Collaborator Entry Only

  • Collaborator Entry Only
 
  • The granular permission for 'Collaborator Entry Only' has to be on a global template before the option is available in the Site Diary configuration settings.
  • This action can be performed in offline. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.
     

Create Dumpster Entries

 Web     iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png This action can be performed in offline. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.
 

Create Equipment Entries

 Web     iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png This action can be performed in offline. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.
 

Create Inspection Entries

 Web     iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png This action can be performed in offline. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.

Create Manpower Entries

 Web     iOS     Android

    icon-mindtouch-table-check.png  icon-mindtouch-table-check.png  This action can be performed in offline. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.

Create Manpower Entries as a Collaborator

 Web     iOS     Android

 

  • Collaborator Entry Only

  • Collaborator Entry Only
 
  • The granular permission for 'Collaborator Entry Only' has to be on a global template before the option is available in the Site Diary configuration settings.
  • This action can be performed in offline. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.

 

Create Note Entries

 Web     iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png This action can be performed in offline. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.
 

Create Note Entries as a Collaborator

 Web     iOS     Android

 

  • Collaborator Entry Only

  • Collaborator Entry Only
 
  • The granular permission for 'Collaborator Entry Only' has to be on a global template before the option is available in the Site Diary configuration settings.
  • This action can be performed in offline. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.

Create Observed Weather Entries

 Web     iOS     Android

      icon-mindtouch-table-check.png This action can be performed in offline. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.

Create Plan Revision Entries

 Web     iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png This action can be performed in offline. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.

Create Productivity Entries

 Web     iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png This action can be performed in offline. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.

Create Quantity Entries

 Web     iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png This action can be performed in offline. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.

Create Safety Violation Entries

 Web     iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png This action can be performed in offline. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.

Create Programmed Work Entries

 Web     iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png This action can be performed in offline. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.

Create Timecard Entries for Any User

 Web     iOS     Android

      icon-mindtouch-table-check.png

 

Create Timecard Entries for Yourself

  Web     iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png

Users with 'Standard' level permissions must also be marked as an employee of your company.

Create Visitor Entries

 Web     iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Create Pending Visitor Entries as a Collaborator

 Web     iOS     Android

 

  • Collaborator Entry Only

  • Collaborator Entry Only
  The granular permission for 'Collaborator Entry Only' has to be on a global template before the option is available in the Site Diary configuration settings.

Create Waste Entries

 Web     iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Create a Change Event from a Site Diary Entry

 Web

         

Create a Custom Report from the Site Diary

 Web

         

Delete Any Site Diary Item

 Web     iOS     Android

      icon-mindtouch-table-check.png Entries cannot be deleted on a day that has been marked as complete. If an entry needs to be deleted, an 'Admin' user can Re-Open a Site Diary.

Delete a Site Diary Item You Created

 Web     iOS     Android

 

 

  • Standard Users Can Edit and Delete Own Entries
icon-mindtouch-table-check.png

Entries cannot be deleted on a day that has been marked as complete. If an entry needs to be deleted, an 'Admin' user can Re-Open a Site Diary.

Delete a Site Diary Item You Created as a Collaborator

 Web     iOS     Android

 

  • Collaborator Entry Only

  • Collaborator Entry Only
 

Entries cannot be deleted after they are approved by a Site Diary Admin.

 

Delete Related Items from Site Diary Entries

 Web

      icon-mindtouch-table-check.png  

Edit Any Site Diary Item

 Web     iOS     Android

      icon-mindtouch-table-check.png On an Android device, this action can be performed offline, provided that the item was previously viewed and cached on your mobile device.

Edit a Site Diary Item You Created

 Web     iOS     Android

   

  • Standard Users Can Edit and Delete Own Entries
icon-mindtouch-table-check.png  

Edit a Site Diary Item You Created as a Collaborator

 Web     iOS     Android

 

  • Collaborator Entry Only

  • Collaborator Entry Only
 

Entries cannot be edited after they are approved by a Site Diary Admin.

Email a Site Diary

 Web     iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Enter Logs for a Previous Day

 Web

 

  • Collaborator Entry Only
icon-mindtouch-table-check.png icon-mindtouch-table-check.png This action can also be performed on mobile.

Export a Site Diary as PDF

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Mark a Site Diary as Complete

 Web     iOS     Android

      icon-mindtouch-table-check.png  

Reopen a Site Diary

 Web     iOS     Android

      icon-mindtouch-table-check.png  

Resubmit a Site Diary Entry as a Collaborator

 Web

 

  • Collaborator Entry Only

  • Collaborator Entry Only
   

Search and Filter Site Diaries

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Search and Filter Site Diary Entries You Created as a Collaborator

 Web

 

  • Collaborator Entry Only

  • Collaborator Entry Only
   

Upload Photos to the Site Diary

 Web

         

Upload Photos to the Site Diary from the Photos Tool

 Web     iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users also need 'Standard' permissions or higher on the project's Photos tool.

View and Attach Files to a Site Diary

 iOS     Android

    icon-mindtouch-table-check.png  icon-mindtouch-table-check.png On an Android device, this action can be performed offline, provided that the item was previously viewed and cached on your mobile device.

View Any Site Diary Items

 Web     iOS     Android

    icon-mindtouch-table-check.png  icon-mindtouch-table-check.png  

View Your Site Diary Items as a Collaborator

 Web     iOS     Android

 

  • Collaborator Entry Only

  • Collaborator Entry Only
  The granular permission for 'Collaborator Entry Only' has to be on a global template before the option is available in the Site Diary configuration settings.

View Site Diary Items by Users at your Company as a Collaborator

 Web     iOS     Android

 

  • Collaborator Entry Only
  • View entries associated to users within the same company

  • Collaborator Entry Only
  • View entries associated to users within the same company
  The granular permission for 'Collaborator Entry Only' has to be on a global template before the option is available in the Site Diary configuration settings.

View Change History Log 

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

View Site Diary Notes Report

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png

Users also need 'Read Only' level permissions or higher on the project's Reports tool.

View Site Diaries in the Calendar View

 Web     iOS     Android

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png    

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Directory

Learn which user permissions are required to take the described actions in this tool.

 Important

Some actions that impact this tool are done in other Procore tools. See the User Permissions Matrix for the full list of actions taken in all other tools.

Permissions

   The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.

icon-mindtouch-table-check.png Users can take the action with this permission level.

icon-mindtouch-table-check.png Users can take the action with this permission level AND one or more granular permissions.

What granular permissions are available for the Project level Directory tool?

 Important
A user who is granted 'Admin' level permissions to the Project level Directory tool is also automatically granted 'Admin' permissions to all of the project's tools.
Action None Read Only Standard Admin Notes

Add a Company to the Project Directory

 Web     iOS     Android

 

icon-mindtouch-table-check.png

  • Create and Edit Companies

icon-mindtouch-table-check.png

  • Create and Edit Companies
icon-mindtouch-table-check.png On a mobile device, this action can be performed offline. Tasks performed offline are be synced with Procore when a network connection is reestablished.

Add a Distribution Group to the Project Directory

 Web

 

icon-mindtouch-table-check.png

  • Create and Edit Distribution Groups

icon-mindtouch-table-check.png

  • Create and Edit Distribution Groups
icon-mindtouch-table-check.png  

Add a Contact to your Device

 iOS     Android

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png On a mobile device, this action can be performed offline.

Add a Phone Calls Entry from the Directory 

 iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Add a User Account to the Project Directory

 Web     iOS     Android

 

icon-mindtouch-table-check.png

  • Create and Edit Users

icon-mindtouch-table-check.png

  • Create and Edit Users
icon-mindtouch-table-check.png On a mobile device, this action can be performed offline. Tasks performed offline are be synced with Procore when a network connection is reestablished.

Add Project Insurance to a Company Record in the Project Directory

 Web

      icon-mindtouch-table-check.png  

Assign a Project Permissions Template to a User in the Project Directory

 Web

 

icon-mindtouch-table-check.png

  • Manage Permissions Templates (Assignable Only)

icon-mindtouch-table-check.png

  • Manage Permissions Templates (Assignable Only)
icon-mindtouch-table-check.png

Users with granular permissions have the following limitations:

  • Must also have 'Read Only' level permissions or higher on the Company level Directory tool with the 'Create and Edit Users' granular permission.
  • Can only assign permissions templates that are designated as assignable permissions templates to others based on their own permissions template settings.

Bulk Add Users and Companies to a Project Directory

 Web

 

icon-mindtouch-table-check.png

  • Add from Company Directory (Assignable Permission Templates Only)

icon-mindtouch-table-check.png

  • Add from Company Directory (Assignable Permission Templates Only)
icon-mindtouch-table-check.png Users with the granular permission can only assign 'Assignable Permission Templates' to others based on their own permissions template settings.

Change a User's Permissions in the Project Directory

 Web

 

icon-mindtouch-table-check.png

  • Manage Permission Templates (Assignable Only)

icon-mindtouch-table-check.png

  • Manage Permission Templates (Assignable Only)
icon-mindtouch-table-check.png Users with the granular permission can only assign 'Assignable Permission Templates' to others based on their own permissions template settings.

Configure the Project Team on the Project Home Page

 Web

 

icon-mindtouch-table-check.png

  • Assign Project Roles

icon-mindtouch-table-check.png

  • Assign Project Roles
icon-mindtouch-table-check.png  

Configure Advanced Settings for the Project Directory

 Web

      icon-mindtouch-table-check.png  

Create a Project Specific Permissions Template from the Project Directory

 Web

      icon-mindtouch-table-check.png  

Customise the Column Display in the Directory Tool

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Delete a Distribution Group from the Project Directory

 Web

      icon-mindtouch-table-check.png  

Download vCard for a User Account in the Project Directory

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Edit a Company in the Project Directory

 Web     Android

 

icon-mindtouch-table-check.png

  • Create and Edit Companies

icon-mindtouch-table-check.png

  • Create and Edit Companies
icon-mindtouch-table-check.png  

Edit a Distribution Group

 Web

 

icon-mindtouch-table-check.png

  • Create and Edit Distribution Groups

icon-mindtouch-table-check.png

  • Create and Edit Distribution Groups
icon-mindtouch-table-check.png  

Edit an Account in the Project Directory

 Web     iOS     Android

 

icon-mindtouch-table-check.png

  • Create and Edit Users

icon-mindtouch-table-check.png

  • Create and Edit Users
icon-mindtouch-table-check.png Only users with 'Admin' level permissions can edit inactive user accounts.

Email Forward Contact Information 

 Android

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Enable Programme Notifications for a User on a Project

 Web

      icon-mindtouch-table-check.png  

Enable Weather Delay Alerts by Phone or Email

 Web

      icon-mindtouch-table-check.png  

Export the Project Directory to CSV or PDF

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Forward Contact Information by Email 

 Android

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Invite or Reinvite a User to Join a Procore Project

 Web

 

icon-mindtouch-table-check.png

  • Create and Edit Users

icon-mindtouch-table-check.png

  • Create and Edit Users
icon-mindtouch-table-check.png  

Invite a Batch of Users to Join a Procore Project

 Web

 

icon-mindtouch-table-check.png

  • Create and Edit Users

icon-mindtouch-table-check.png

  • Create and Edit Users
icon-mindtouch-table-check.png  

Reactivate a Company in the Project Directory

 Web

      icon-mindtouch-table-check.png  

Reactivate a User in the Project Directory

 Web

      icon-mindtouch-table-check.png  

Remove a Company from the Project Directory

 Web

 

icon-mindtouch-table-check.png

  • Remove Company from a Project

icon-mindtouch-table-check.png

  • Remove Company from a Project
icon-mindtouch-table-check.png  

Remove a User from a Project

 Web

 

icon-mindtouch-table-check.png

  • Remove User from Project

icon-mindtouch-table-check.png

  • Remove User from Project
icon-mindtouch-table-check.png  

Remove Project Insurance from a Company Record

 Web

      icon-mindtouch-table-check.png  

Remove a Batch of User Accounts from a Project Directory

 Web

 

icon-mindtouch-table-check.png

  • Remove User from Project

icon-mindtouch-table-check.png

  • Remove User from Project
icon-mindtouch-table-check.png  

Remove a Batch of Companies from a Project Directory

 Web

 

icon-mindtouch-table-check.png

  • Remove Company from a Project

icon-mindtouch-table-check.png

  • Remove Company from a Project
icon-mindtouch-table-check.png  

Request Company and People Imports

 Web

   

icon-mindtouch-table-check.png

  • Request Company and People Imports
icon-mindtouch-table-check.png  

Save Contact to Phone on a Mobile Device 

 iOS     Android

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Search and Filter the Project Directory

 Web     iOS     Android

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Send a Message or WhatsApp to a Contact

 iOS

      icon-mindtouch-table-check.png  

Set Tenderer Information at the Project Level

 Web

      icon-mindtouch-table-check.png  

Switch Between Views in the Project Directory

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

View the Project Directory

 Web     iOS     Android

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png On a mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device.

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Documents

The following table highlights which user permissions are required to perform the described user action.

Note: Click the Mobile Platform icons in the table to navigate to the relevant support articles.


Task
Permissions Mobile Platform
None Read Only Standard Admin iOS Android
Create a Folder     icon-mindtouch-table-check.png icon-mindtouch-table-check.png  icon-apple-logo.png   icon-android-logo.png   
Search For Folders and Files   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  icon-apple-logo.png** icon-android-logo.png**
Delete Folders and Files       icon-mindtouch-table-check.png     icon-android-logo.png  
Download a File   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png  icon-android-logo.png  
Drag and Drop Files into Procore's Documents Tool     icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png   
Email Files     icon-mindtouch-table-check.png icon-mindtouch-table-check.png  icon-apple-logo.png    icon-android-logo.png  
Rename a File       icon-mindtouch-table-check.png   icon-android-logo.png  
Print a Folder or File     icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png     
Upload a File     icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png** icon-android-logo.png**

 *   This action can be performed in offline mode (i.e. when an active network connection is not available on your mobile device). Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.

 **  This asset/item can be viewed or edited in offline mode provided that the asset/item was previously viewed and cached on your mobile device.

 

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Drawings

The following table highlights which user permissions are required to perform the described user action.

Note: Click the Mobile Platform icons in the table to navigate to the relevant support articles.

 

 


Task
Permissions Mobile Platform
None Read Only Standard Admin iOS Android
Access Recently Viewed Drawings   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png icon-android-logo.png
Add Measurements to a Drawing    icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png   icon-apple-logo.png** icon-android-logo.png**
Add Observations to a Drawing     icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png icon-android-logo.png
Add Photos to a Drawing     icon-mindtouch-table-check.png1 icon-mindtouch-table-check.png1   icon-apple-logo.png** icon-android-logo.png**
Add Snag List Items to Drawings     icon-mindtouch-table-check.png icon-mindtouch-table-check.png   icon-apple-logo.png** icon-android-logo.png**
Compare Drawings   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png icon-android-logo.png
Delete Drawing Markups (personal)   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png   icon-apple-logo.png** icon-android-logo.png   
Delete Drawing Markups (published)        icon-mindtouch-table-check.png   icon-apple-logo.png** icon-android-logo.png   
Sync and Download Drawings   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png  icon-android-logo.png   
Email Drawings     icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png  icon-android-logo.png   
Link a Correspondence Item on a Drawing     icon-mindtouch-table-check.png2 icon-mindtouch-table-check.png2 icon-apple-logo.png* icon-android-logo.png   
Link Items to a Drawing      icon-mindtouch-table-check.png icon-mindtouch-table-check.png   icon-apple-logo.png** icon-android-logo.png**
Link RFIs to a Drawing      icon-mindtouch-table-check.png icon-mindtouch-table-check.png   icon-apple-logo.png icon-android-logo.png**
Link Observations to a Drawing      icon-mindtouch-table-check.png3 icon-mindtouch-table-check.png3 icon-apple-logo.png*  
Mark Up a Drawing (personal)   icon-mindtouch-table-check.png4 icon-mindtouch-table-check.png icon-mindtouch-table-check.png   icon-apple-logo.png** icon-android-logo.png**
Publish Personal Drawing Markups     icon-mindtouch-table-check.png icon-mindtouch-table-check.png   icon-apple-logo.png** icon-android-logo.png   
Print Drawings   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png icon-android-logo.png   
Search for and Filter Drawings   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png   icon-apple-logo.png** icon-android-logo.png**
Share Drawings Within Procore     icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png  
Sync and Download Drawings   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png icon-android-logo.png
View Drawing Area    icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png   icon-apple-logo.png** icon-android-logo.png**
View Drawings   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png   icon-apple-logo.png** icon-android-logo.png**

1  Users must also have 'Read Only' or higher permissions on the project's Photos tool.

2  Users must also have 'Read Only' or higher permissions on the correspondence type.

3  Users must also have 'Standard' or 'Admin' permissions on the project's Observations tool.

'Read Only' level users can markup drawings but cannot publish their markups.

 *   This action can be performed in offline mode (i.e. when an active network connection is not available on your mobile device). Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.

 **  This asset/item can be viewed or edited in offline mode provided that the asset/item was previously viewed and cached on your mobile device.

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Equipment

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Forms

The following table highlights which user permissions are required to perform the described user action.

Note: Click the Mobile Platform icons in the table to navigate to the relevant support articles.


Task
Permissions Mobile Platform
None Read Only Standard Admin iOS Android
Edit a Form's Information     icon-mindtouch-table-check.png1 icon-mindtouch-table-check.png   icon-apple-logo.png** icon-android-logo.png**
Email a Form      icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png  icon-android-logo.png
Delete a Project Level Form       icon-mindtouch-table-check.png icon-apple-logo.png  icon-android-logo.png
Download Form Templates   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png icon-android-logo.png
Fill out a Form     icon-mindtouch-table-check.png icon-mindtouch-table-check.png  icon-apple-logo.png**  icon-android-logo.png**
View a Form   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  icon-apple-logo.png icon-android-logo.png

1 Standard level users may edit the information of a form they created.

* This action can be performed in offline mode (i.e. when an active network connection is not available on your mobile device). Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.

** This asset/item can be viewed or edited in offline mode provided that the asset/item was previously viewed and cached on your mobile device.

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Incidents

The following table highlights which user permissions are required to perform the described user action.

Note: Click the Mobile Platform icons in the table to navigate to the relevant support articles.


Task
Permissions Mobile Platform
None Read Only Standard Admin iOS Android
Add a Witness Statement to an Incident     icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png** icon-android-logo.png**
Close Incidents     icon-mindtouch-table-check.png1 icon-mindtouch-table-check.png icon-apple-logo.png** icon-android-logo.png**
Create Incidents     icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png* icon-android-logo.png*
Edit Incidents     icon-mindtouch-table-check.png1 icon-mindtouch-table-check.png icon-apple-logo.png** icon-android-logo.png**
Search and Filter for Incidents   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png** icon-android-logo.png**
View Incidents   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png** icon-android-logo.png**

'Standard' level users can perform this action for incidents that they have created.

 *   This action can be performed in offline mode (i.e. when an active network connection is not available on your mobile device). Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.

 **  This asset/item can be viewed or edited in offline mode provided that the asset/item was previously viewed and cached on your mobile device.

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Inspections

Learn which user permissions are required to take the described actions in this tool.

 Important

Some actions that impact this tool are done in other Procore tools. See the User Permissions Matrix for the full list of actions taken in all other tools.

Permissions 

   The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.

icon-mindtouch-table-check.png Users can take the action with this permission level.

icon-mindtouch-table-check.png Users can take the action with this permission level AND one or more granular permissions.

What granular permissions are available for the Project level Inspections tool?

Action None Read Only Standard Admin Notes

Add a Related Item to an Inspection

 Web

      icon-mindtouch-table-check.png

 

Add Comments to an Inspection Item

 Web     iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png
  • On an iOS mobile device, this action can be performed offline. Tasks performed offline are synced with Procore when a network connection is reestablished.
  • On an Android mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device.

Add Company Level Inspection Templates to Your Project 

 Web

      icon-mindtouch-table-check.png

 

Add Attachments to Inspection Items

 Web     iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png
  • On an iOS mobile device, this action can be performed offline. Tasks performed offline are synced with Procore when a network connection is reestablished.
  • On an Android mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device.

Add Signers to an Inspection

 Web     iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png On an iOS mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device.

Close an Inspection You Created

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Close Any Inspection

 Web

      icon-mindtouch-table-check.png  

Configure Advanced Settings: Inspections

 Web

      icon-mindtouch-table-check.png  

Create an Inspection

 Web     iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png On a mobile device, this action can be performed offline. Tasks performed offline are synced with Procore when a network connection is reestablished.

Create a Project Level Inspection Template

 Web

      icon-mindtouch-table-check.png  

Create an Observation from an Inspection

 Web     iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png
  • Users must also have 'Standard' level permission or higher on the Observations tool to take this action.
  • On a mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device.

Delete an Inspection

 Web

      icon-mindtouch-table-check.png  

Create an Inspection Programme

 Web

 

  • Create/Edit Inspection Programmes
icon-mindtouch-table-check.png  

Delete an Inspection Template

 Web

      icon-mindtouch-table-check.png  

Edit an Inspection

 Web     iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png
  • 'Standard' level users can only edit inspections that they have created.
  • On an Android mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device.

Edit a Project Level Inspection Template

 Web

      icon-mindtouch-table-check.png  

Edit an Inspection Schedule

 Web

 

  • Create/Edit Inspection Programmes
icon-mindtouch-table-check.png  

Email Inspections

 Web     iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Export an Individual Inspection

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Perform an Inspection

 Web     iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png On a mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device.

Retrieve an Inspection From the Recycle Bin

 Web

      icon-mindtouch-table-check.png  

Search and Filter for Inspections

 Web     iOS     Android

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png On a mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device.
 

Sign an Inspection

 Web     iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png On an iOS mobile device, this action can be performed offline. Tasks performed offline are synced with Procore when a network connection is reestablished.

View Project Level Inspections

 Web     iOS     Android

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

View the Activity Feed of Items in an Inspection

 Web     iOS     Android

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png On a mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device.
 

View Change History of an Inspection 

 Web

      icon-mindtouch-table-check.png  

View Signatures on an Inspection

 Web     iOS     Android

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png On an iOS mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device.
 

 

 

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Instructions

The following table highlights which user permissions are required to perform the described user action.

Note: Click the Mobile Platform icons in the table to navigate to the relevant support articles.


Task
Permissions Mobile Platform
None Read Only Standard Admin iOS Android
Create an Instruction     icon-mindtouch-table-check.png icon-mindtouch-table-check.png   icon-apple-logo.png**    icon-android-logo.png**
Delete an Instruction       icon-mindtouch-table-check.png icon-apple-logo.png     icon-android-logo.png  
Edit an Instruction     icon-mindtouch-table-check.png1 icon-mindtouch-table-check.png   icon-apple-logo.png**    icon-android-logo.png**
Search for and Filter Instructions   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png   icon-apple-logo.png**    icon-android-logo.png**
View Instructions    icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png** icon-android-logo.png**

1 Users with 'Standard' permissions can only edit instructions that they have created.

 *   This action can be performed in offline mode (i.e. when an active network connection is not available on your mobile device). Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.

 **  This asset/item can be viewed or edited in offline mode provided that the asset/item was previously viewed and cached on your mobile device.

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Locations

The following table highlights which user permissions are required to perform the described user action.


Task
Permissions Mobile Platform
None Read Only Standard Admin iOS Android
Scan Location QR Code in the Locations Tool   icon-mindtouch-table-check.png1 icon_checkmark_h17.png1 icon-mindtouch-table-check.png1 AppleLogo_gray.png icon_checkmark_h17.png   
View Items Associated with a Location   icon-mindtouch-table-check.png1 icon_checkmark_h17.png1 icon-mindtouch-table-check.png1 AppleLogo_gray.png** icon_checkmark_h17.png**

1 You will need permissions to view the items displayed in the Locations tool. For example, you would need 'Read Only' or higher permissions on the Observations tool to view observations associated with the location.

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Meetings

Learn which user permissions are required to take the described actions in this tool.

 Important

Some actions that impact this tool are done in other Procore tools. See the User Permissions Matrix for the full list of actions taken in all other tools.

Permissions 

   The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.

icon-mindtouch-table-check.png Users can take the action with this permission level.

icon-mindtouch-table-check.png Users can take the action with this permission level AND one or more granular permissions.

What granular permissions are available for the Project level Meetings tool?

 

Action None Read Only Standard Admin Notes

Add a Comment to a Meeting Item

 Web

 

  • Add Comments to Meeting
icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Add a Meeting Category

 Web

 

  • Manage Meeting Categories

  • Manage Meeting Categories
icon-mindtouch-table-check.png  

Add a Meeting Item

 Web     iOS     Android

 

  • Manage Meeting Items

  • Manage Meeting items
icon-mindtouch-table-check.png  

Add a Meeting To Your Personal Calendar

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Add a Related Item to a Meeting

 Web

 

  • Manage Related Items for Meetings

  • Manage Related Items for Meetings
icon-mindtouch-table-check.png  

Add Meeting Minutes

 Web     iOS     Android

      icon-mindtouch-table-check.png  

Configure Advanced Settings: Meetings 

 Web

      icon-mindtouch-table-check.png  

Convert a Meeting from Agenda to Minutes Mode

 Web     iOS     Android

 

  • Update Meeting

  • Update Meeting
icon-mindtouch-table-check.png  

Create a Follow-up Meeting

 Web

      icon-mindtouch-table-check.png  

Create a Meeting

 Web     iOS     Android

 

  • Create Meeting

  • Create Meeting
icon-mindtouch-table-check.png  

Delete Any Meeting Comment

 Web

      icon-mindtouch-table-check.png  

Delete Own Meeting Comment

 Web

 

  • Delete Own Comment on a Meeting
icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Create a Meeting from a Template

 Web

 

  • Create Meeting

  • Create Meeting
icon-mindtouch-table-check.png  

Delete a Meeting

 Web

      icon-mindtouch-table-check.png  

Delete a Meeting Category

 Web

 

  • Manage Meeting Categories

  • Manage Meeting Categories
icon-mindtouch-table-check.png  

Delete a Meeting Item

 Web

 

  • Manage Related Items for Meetings

  • Manage Related Items for Meetings
icon-mindtouch-table-check.png  

Distribute a Meeting Agenda

 Web

 

  • Distribute Meeting

  • Distribute Meeting
icon-mindtouch-table-check.png  

Distribute and Redistribute Meeting Minutes

 Web

 

  • Distribute Meeting

  • Distribute Meeting
icon-mindtouch-table-check.png  

Edit a Meeting

 Web     iOS     Android

 

  • Update Meeting

  • Update Meeting
icon-mindtouch-table-check.png  

Edit a Meeting Item

 Web     iOS     Android

 

  • Manage Meeting Items

  • Manage Meeting Items
icon-mindtouch-table-check.png  

Export a Meeting as a PDF

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Forward a Meeting by Email

 Web

 

  • Email Meeting

  • Email Meeting
icon-mindtouch-table-check.png  

Initiate an Email Communication Thread for a Meeting

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png Any person (even non-Procore users) with the email address for the meeting can initiate a communication thread.

Record Meeting Attendance

 Web     iOS     Android

      icon-mindtouch-table-check.png  

Reorder Meeting Categories

 Web

 

  • Manage Meeting Categories

  • Manage Meeting Categories
icon-mindtouch-table-check.png  

Reorder Meeting Items

 Web

 

  • Manage Meeting Items

  • Manage Meeting Items
icon-mindtouch-table-check.png  

Search for a Meeting

 Web     iOS     Android

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Star Previous Minutes

 Web

      icon-mindtouch-table-check.png  

View a Meeting

 Web     iOS     Android

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

View Previous Minutes

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

View the Change History of a Meeting

 Web

      icon-mindtouch-table-check.png  

 

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Models

Note: Click the Mobile Platform icons in the table to navigate to the relevant support articles.


Task
Permissions Mobile Platform
None Read Only Standard Admin iOS Android
Create Co-ordination Issues from a Model (iOS)   icon-mindtouch-table-check.png1   icon-mindtouch-table-check.png1 icon-apple-logo.png  
Create Observations from a Model (iOS)   icon-mindtouch-table-check.png2   icon-mindtouch-table-check.png2 icon-apple-logo.png  
Download or Remove Models from a Device (iOS)   icon-mindtouch-table-check.png   icon-mindtouch-table-check.png icon-apple-logo.png icon-android-logo.png
Measure Distances on a Model (iOS)   icon-mindtouch-table-check.png   icon-mindtouch-table-check.png icon-apple-logo.png icon-android-logo.png
Send Logs to Support for Issues with a Model (iOS)   icon-mindtouch-table-check.png   icon-mindtouch-table-check.png icon-apple-logo.png icon-android-logo.png
Settings: Models (iOS)   icon-mindtouch-table-check.png   icon-mindtouch-table-check.png icon-apple-logo.png icon-android-logo.png
View Models (iOS)   icon-mindtouch-table-check.png   icon-mindtouch-table-check.png icon-apple-logo.png icon-android-logo.png


Note: 'Standard' level permissions do not exist for the Models tool.

1  'Standard' or 'Admin' permissions to the Co-ordination Issues Tool are also required to create co-ordination issues on a model. 

2  'Standard' or 'Admin' permissions to the Observations tool are also required to create observations from a model. 

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My Time

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Observations

The following table highlights which user permissions are required to perform the described user action.

Note: Click the Mobile Platform icons in the table to navigate to the relevant support articles.


Task
Permissions Mobile Platform
None Read Only Standard Admin iOS Android
Add a Comment to an Observation     icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png** icon-android-logo.png**
Add Observations to a Drawing     icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png icon-android-logo.png
Close an Observation     icon-mindtouch-table-check.png icon-mindtouch-table-check.png  icon-apple-logo.png** icon-android-logo.png**
Create an Observation     icon-mindtouch-table-check.png icon-mindtouch-table-check.png  icon-apple-logo.png*   icon-android-logo.png
Create an Observation from an Inspection     icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png icon-android-logo.png**
Create Observations on a Drawing     icon-mindtouch-table-check.png1 icon-mindtouch-table-check.png1 icon-apple-logo.png*  
Edit an Observation     icon-mindtouch-table-check.png2 icon-mindtouch-table-check.png  icon-apple-logo.png** icon-android-logo.png**
Email an Observation     icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png  icon-android-logo.png  
Respond to an Observation     icon-mindtouch-table-check.png icon-mindtouch-table-check.png  icon-apple-logo.png** icon-android-logo.png**
Search and Filter for Observations   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  icon-apple-logo.png** icon-android-logo.png**

1 Also requires 'Standard' or 'Admin' permissions on the Drawings tool.

2  'Standard' level users can only edit observations that they have created.

 *   This action can be performed in offline mode (i.e. when an active network connection is not available on your mobile device). Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.

 **  This asset/item can be viewed or edited in offline mode provided that the asset/item was previously viewed and cached on your mobile device.

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Photos

The following table highlights which user permissions are required to perform the described user action.

Note: Click the Mobile Platform icons in the table to navigate to the relevant support articles.


Task
Permissions Mobile Platform
None Read Only Standard Admin iOS Android
Add a Comment to a Photo     icon-mindtouch-table-check.png icon-mindtouch-table-check.png  icon-apple-logo.png*   icon-android-logo.png  
Bulk Edit Photos       icon-mindtouch-table-check.png icon-apple-logo.png   icon-android-logo.png 
Create a Photo Album     icon-mindtouch-table-check.png icon-mindtouch-table-check.png  icon-apple-logo.png     icon-android-logo.png
Delete Photos       icon-mindtouch-table-check.png  icon-apple-logo.png    icon-android-logo.png**
Drag and Drop Images into Procore's Photos Tool     icon-mindtouch-table-check.png icon-mindtouch-table-check.png  icon-apple-logo.png     
Download a Photo   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  icon-apple-logo.png** icon-android-logo.png**
Mark Up a Photo     icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png icon-android-logo.png
Mention Someone in a Photo Comment     icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png icon-android-logo.png
Email a Photo     icon-mindtouch-table-check.png icon-mindtouch-table-check.png  icon-apple-logo.png  icon-android-logo.png  
Search and Filter for Photos   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png icon-android-logo.png
Send Photos from the Photos tool to the Site Diary     icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png icon-android-logo.png
Sort Photo Albums   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  icon-apple-logo.png  icon-android-logo.png  
Take and Add Photos to an Album     icon-mindtouch-table-check.png icon-mindtouch-table-check.png  icon-apple-logo.png*   icon-android-logo.png
View Photos   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png**  icon-android-logo.png**

 *   This action can be performed in offline mode (i.e. when an active network connection is not available on your mobile device). Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.

 **  This asset/item can be viewed or edited in offline mode provided that the asset/item was previously viewed and cached on your mobile device.

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Project Dashboard

The following table highlights which user permissions are required to perform the described user action. 

Note: Click the Mobile Platform icons in the table to navigate to the relevant support articles.


Task
Permissions Mobile Platform
None Read Only Standard Admin iOS Android
View the Project Dashboard   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png icon-android-logo.png

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Project Overview Screen

The following table highlights which user permissions are required to perform the described user action. 

Note: Click the Mobile Platform icons in the table to navigate to the relevant support articles.


Task
Permissions Mobile Platform
None Read Only Standard Admin iOS Android
Add and Manage Bookmarks   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png icon-android-logo.png  
Configure Project Overview Screen Preferences   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png icon-android-logo.png  
Configure the Tool Order for a Project   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png icon-android-logo.png  
Navigate to a Different Company in Procore   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png icon-android-logo.png  
Navigate to a Different Project   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png icon-android-logo.png   
Perform Quick Actions   icon-mindtouch-table-check.png 1 icon-mindtouch-table-check.png 1 icon-mindtouch-table-check.png 1 icon-apple-logo.png icon-android-logo.png   
Sort Projects   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png icon-android-logo.png   

You may need additional permissions in order to create or upload items for tools. See User Permission Matrix - Mobile for the exact permissions required for specific actions. 

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Main Contracts

The following table highlights which user permissions are required to perform the described user action.

Note: Click the Mobile Platform icons in the table to navigate to the relevant support articles.


Task
Permissions Mobile Platform
None Read Only Standard Admin iOS Android
View a Main Contract   icon-mindtouch-table-check.png1 icon-mindtouch-table-check.png1 icon-mindtouch-table-check.png icon-apple-logo.png* icon-android-logo.png*

'Read Only' and Standard' level users can only view a main contract if they have been added to the drop-down in the 'Private' field of the main contract.

 *   This action can be performed in offline mode (i.e. when an active network connection is not available on your mobile device). Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.

 **  This asset/item can be viewed or edited in offline mode provided that the asset/item was previously viewed and cached on your mobile device.

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Snag List

The following table highlights which user permissions are required to perform the described user action.

Note: Click the Mobile Platform icons in the table to navigate to the relevant support articles.


Task
Permissions Mobile Platform
None Read Only Standard Admin iOS Android
Add a Photo to a Snag List Item     icon-mindtouch-table-check.png icon-mindtouch-table-check.png   icon-apple-logo.png     icon-android-logo.png**  
Close a Snag List Item        icon-mindtouch-table-check.png   icon-apple-logo.png** icon-android-logo.png** 
Create a Snag List Item     icon-mindtouch-table-check.png icon-mindtouch-table-check.png   icon-apple-logo.png*   icon-android-logo.png*  
Download Attachments from a Snag List Item   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png   
Edit a Snag List Item     icon-mindtouch-table-check.png1, 2 icon-mindtouch-table-check.png      icon-apple-logo.png**    icon-android-logo.png**
Notify Assignees of Snag Items       icon-mindtouch-table-check.png icon-apple-logo.png  icon-android-logo.png  
Reassign a Snag List Item     icon-mindtouch-table-check.png icon-mindtouch-table-check.png  icon-apple-logo.png   icon-android-logo.png**
Respond to a Snag List Item      icon-mindtouch-table-check.png icon-mindtouch-table-check.png     icon-apple-logo.png**    icon-android-logo.png**  
Search and Filter the Snag List    icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png    icon-apple-logo.png**  icon-android-logo.png** 

 'Standard' level users can edit snag list items that they have created if the item's status is in 'Draft,' or 'In Dispute.'

 'Standard' level users who have been granted permission to act as Snag Item Manager can edit items in which they are listed as the Snag Item Manager, except when the item's status is 'Draft'.
Note: A 'Standard' user must be added to the 'Standard permission users who can act as a Snag Item Manager' section of the Snag List tool's configure settings in order to be selected as a Snag Item Manager. 

 *   This action can be performed in offline mode (i.e. when an active network connection is not available on your mobile device). Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.

 **  This asset/item can be viewed or edited in offline mode provided that the asset/item was previously viewed and cached on your mobile device.

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RFIs

The following table highlights which user permissions are required to perform the described user action.

Note: Click the Mobile Platform icons in the table to navigate to the relevant support articles.


Task
Permissions Mobile Platform
None Read Only Standard Admin iOS Android
Close an RFI       icon-mindtouch-table-check.png icon-apple-logo.png  icon-android-logo.png*
Create an RFI      icon-mindtouch-table-check.png  icon-mindtouch-table-check.png icon-apple-logo.png* icon-android-logo.png*
Create a Change Event from an RFI     icon-mindtouch-table-check.png icon-mindtouch-table-check.png   icon-apple-logo.png** icon-android-logo.png*
Edit an RFI        icon-mindtouch-table-check.png icon-apple-logo.png  icon-android-logo.png*
Email an RFI     icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png  icon-android-logo.png
Respond to an RFI     icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png  icon-android-logo.png*
Search for and Filter RFIs    icon-mindtouch-table-check.png  icon-mindtouch-table-check.png  icon-mindtouch-table-check.png   icon-apple-logo.png** icon-android-logo.png
View RFIs   icon-mindtouch-table-check.png1 icon-mindtouch-table-check.png1 icon-mindtouch-table-check.png   icon-apple-logo.png** icon-android-logo.png

1 Users may require specific roles on an RFI (or granular permissions) to view the RFI depending on the RFI's status and privacy settings. See View RFIs (iOS) and View RFIs (Android) for details.

 *   This action can be performed in offline mode (i.e. when an active network connection is not available on your mobile device). Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.

 **  This asset/item can be viewed or edited in offline mode provided that the asset/item was previously viewed and cached on your mobile device.

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Programme

Learn which user permissions are required to take the described actions in this tool.

 Important

Some actions that impact this tool are done in other Procore tools. See the User Permissions Matrix for the full list of actions taken in all other tools.

Permissions 

   The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.

icon-mindtouch-table-check.png Users can take the action with this permission level.

icon-mindtouch-table-check.png Users can take the action with this permission level AND one or more granular permissions.

What granular permissions are available for the Project level Programme tool?

Action None Read Only Standard Admin Notes

Add Related Items to a Programmed Task

 Web

      icon-mindtouch-table-check.png  

Configure Advanced Settings: Programme

 Web

      icon-mindtouch-table-check.png  

Configure Programme Notification Emails

 Web

      icon-mindtouch-table-check.png  

Configure the Project Level Programme Tool for Primavera P6

 Web

      icon-mindtouch-table-check.png  

Clear an Integrated Programme

 Web

      icon-mindtouch-table-check.png  

Create a Calendar Item

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Create Lookahead

 Web

 

  • Create Lookaheads

  • Create Lookaheads
icon-mindtouch-table-check.png  

Create Lookahead Tasks

 Web

 

  • Create Lookahead Tasks
     

  • Create Lookahead Tasks
icon-mindtouch-table-check.png  

Delete Calendar Item

 Web

      icon-mindtouch-table-check.png  

Delete Lookahead

 Web

 

  • Delete Lookaheads

  • Delete Lookaheads
icon-mindtouch-table-check.png  

Delete Lookahead Tasks

 Web

 

  • Delete Lookahead Tasks

  • Delete Lookahead Tasks
icon-mindtouch-table-check.png  

Edit Any Calendar Item

 Web

      icon-mindtouch-table-check.png  

Edit a Calendar Item You Created

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Edit Lookahead Task

 Web

 

  • Update Lookahead Tasks

  • Update Lookahead Tasks
icon-mindtouch-table-check.png  

Export a Project Programme

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Request a Programme Change

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Search and Filter for Programmed Tasks

 Web     iOS     Android

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Send Recurring Project and Resource Programmes

 Web

      icon-mindtouch-table-check.png  

Update a Project Programme File

 Web

      icon-mindtouch-table-check.png  

Update Lookahead Tasks

 Web

 

  • Update Lookahead Tasks

  • Update Lookahead Tasks
icon-mindtouch-table-check.png  

Update Task Completion Percentage

 Web     iOS     Android

 

  • Update Task Completion Percentage

  • Update Task Completion Percentage
icon-mindtouch-table-check.png  

Upload a Project Programme File to Procore's Web Application

 Web

      icon-mindtouch-table-check.png  

Upload an Asta Powerproject Programme

 Web

      icon-mindtouch-table-check.png  

View a Project Programme

 Web     iOS     Android

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

View a Programmed Task

 Web     iOS     Android

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

View Lookaheads

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

View the Change History of Lookaheads

 Web

 

  • View the Change History of a Lookahead

  • View the Change History of a Lookahead
icon-mindtouch-table-check.png  

 

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Settings

The following table highlights which user permissions are required to perform the described user action. 

Note: Click the Mobile Platform icons in the table to navigate to the relevant support articles. 


Task
Permissions Mobile Platform
None Read Only Standard Admin iOS Android
Manage App Preferences (iOS)   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png** icon-android-logo.png**
Manage Project Settings (iOS)   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png**  
View Current Items in the Upload Queue   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png    icon-android-logo.png   

 *   This action can be performed in offline mode (i.e. when an active network connection is not available on your mobile device). Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.

 **  This asset/item can be viewed or edited in offline mode provided that the asset/item was previously viewed and cached on your mobile device.

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Specifications

The following table highlights which user permissions are required to perform the described user action.

Note: Click the Mobile Platform icons in the table to navigate to the relevant support articles.


Task
Permissions Mobile Platform
None Read Only Standard Admin iOS Android
Email Specifications     icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png    icon-android-logo.png   
Search Contextually within Specifications   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png** icon-android-logo.png**
Search for Specifications   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png** icon-android-logo.png**
View Specifications   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png** icon-android-logo.png**

 *   This action can be performed in offline mode (i.e. when an active network connection is not available on your mobile device). Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.

 **  This asset/item can be viewed or edited in offline mode provided that the asset/item was previously viewed and cached on your mobile device.

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Submittals

The following table highlights which user permissions are required to perform the described user action.

Note: Click the Mobile Platform icons in the table to navigate to the relevant support articles.


Task
Permissions Mobile Platform
None Read Only Standard Admin iOS Android
Email Submittals     icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png   icon-android-logo.png
Scan a Submittal QR Code   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png*    icon-android-logo.png 
Search and Filter for Submittals   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png**    icon-android-logo.png**
View a Submittal   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png**     icon-android-logo.png**

 *   This action can be performed in offline mode (i.e. when an active network connection is not available on your mobile device). Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.

 **  This asset/item can be viewed or edited in offline mode provided that the asset/item was previously viewed and cached on your mobile device.

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Tasks

The following table highlights which user permissions are required to perform the described user action.

Note: Click the Mobile Platform icons in the table to navigate to the relevant support articles.


Task
Permissions Mobile Platform
None Read Only Standard Admin iOS Android
Add Comments to Tasks     icon-mindtouch-table-check.png1 icon-mindtouch-table-check.png icon-apple-logo.png* icon-android-logo.png*
Add Tasks      icon-mindtouch-table-check.png2 icon-mindtouch-table-check.png icon-apple-logo.png* icon-android-logo.png*
Change the Status of a Task      icon-mindtouch-table-check.png3 icon-mindtouch-table-check.png icon-apple-logo.png* icon-android-logo.png*
Delete a Task       icon-mindtouch-table-check.png icon-apple-logo.png* icon-android-logo.png*
Edit Tasks      icon-mindtouch-table-check.png4 icon-mindtouch-table-check.png icon-apple-logo.png* icon-android-logo.png*
Search for Tasks    icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png** icon-android-logo.png**
Send Tasks       icon-mindtouch-table-check.png icon-apple-logo.png** icon-android-logo.png**
View Tasks    icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png** icon-android-logo.png**

1  'Standard' level users can add comments to tasks that they have created or that they are listed as the Assignee.

2  'Standard' level users can only assign tasks that they have created to themselves or to 'Admin' level users.

3  'Standard' level users who are the Assignee of a task, can change the status to 'Initiated', 'In Progress' or 'Ready for Review', but NOT to 'Closed' or 'Void'.

4  'Standard' level users can only edit tasks that they have created.

 *   This action can be performed in offline mode (i.e. when an active network connection is not available on your mobile device). Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.

 **  This asset/item can be viewed or edited in offline mode provided that the asset/item was previously viewed and cached on your mobile device.

 

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Timesheets

Learn which user permissions are required to take the described actions in this tool.

 Important

Some actions that impact this tool are done in other Procore tools. See the User Permissions Matrix for the full list of actions taken in all other tools.

 

Permissions 

   The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.

icon-mindtouch-table-check.png Users can take the action with this permission level.

icon-mindtouch-table-check.png Users can take the action with this permission level AND one or more granular permissions.

What granular permissions are available for the Project level Timesheets tool?

 

Action None Read Only Standard Admin Notes

Add a Crew to an Existing Timesheet

 Web     iOS     Android 

 

icon-mindtouch-table-check-gp.png

  • Review & Edit Timesheets

  icon-mindtouch-table-check-gp.png

  • Review & Edit Timesheets
  icon-mindtouch-table-check.png
  • 'Read-only' or higher level permissions are required on the project's Crews tool to complete this action.
  • On a mobile device, this action can be performed offline. Tasks performed offline are synced with Procore when a network connection is reestablished.

Add Employees to a Timesheet you Created

 Web     iOS     Android

      icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Add Employees to any Timesheet

 Web     iOS     Android

 

icon-mindtouch-table-check-gp.png

  • Review & Edit Timesheets

  icon-mindtouch-table-check-gp.png

  • Review & Edit Timesheets
  icon-mindtouch-table-check.png  

Add Quantities to a Timesheet 

 Web     iOS     Android

      icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users with 'Standard' level permissions can only add quantities to timesheets they have created.

Approve a Timesheet

 Web     iOS     Android

      icon-mindtouch-table-check.png  

Bulk Enter Time in a Timesheet

 Web     iOS     Android

 

 

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png

On a mobile device, this action can be performed offline. Tasks performed offline are synced with Procore when a network connection is reestablished.

Configure Advanced Settings: Project Level Timesheets

 Web

      icon-mindtouch-table-check.png  

Copy Previous Timesheet

 Web     iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png On a mobile device, this action can be performed offline. Tasks performed offline are synced with Procore when a network connection is reestablished.

Create a Timesheet

 Web     iOS     Android

 

 

icon-mindtouch-table-check.png icon-mindtouch-table-check.png
  • If adding a Crew, 'Read-only' or higher level permissions are required on the project's Crews tool.
  • On a mobile device, this action can be performed offline. Tasks performed offline are synced with Procore when a network connection is reestablished.

Delete a Timesheet

 Web     iOS     Android

 

icon-mindtouch-table-check-gp.png

  • Review & Edit Timesheets

  icon-mindtouch-table-check-gp.png

  • Review & Edit Timesheets
  icon-mindtouch-table-check.png

Users with 'Read Only' level permissions can only delete 'Pending' timesheets.

 

 

Delete Budgeted Labour Hours and Budgeted Production Quantities

 Web

       icon-mindtouch-table-check.png 'Admin' level permissions are required on the project's Admin tool to complete this action.

Delete Quantities on a Timesheet

 Web

      icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users with 'Standard' level permissions can only delete quantities to timesheets they have created.

Edit Any Timesheet

 Web     iOS     Android

        icon-mindtouch-table-check.png  

Edit a 'Pending' Timesheet

 Web     iOS     Android

 

icon-mindtouch-table-check-gp.png

  • Review & Edit Timesheets

  icon-mindtouch-table-check-gp.png

  • Review & Edit Timesheets
  icon-mindtouch-table-check.png  

Edit a 'Reviewed' Timesheet

 Web     iOS     Android

   

  icon-mindtouch-table-check-gp.png

  • Review & Edit Timesheets
  icon-mindtouch-table-check.png  

Edit a Timesheet You Created

 Web     iOS     Android

      icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Edit a Pending Timesheet

 Web     iOS     Android

 

icon-mindtouch-table-check-gp.png

  • Review & Edit Timesheets

  icon-mindtouch-table-check-gp.png

  • Review & Edit Timesheets
  icon-mindtouch-table-check.png  

Edit a Timesheet You Created

 Web     iOS     Android

 

  icon-mindtouch-table-check-gp.png

  • Review & Edit Timesheets
  icon-mindtouch-table-check.png   icon-mindtouch-table-check.png  

Edit Quantities on a Timesheet

 Web     iOS     Android

      icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users with 'Standard' level permissions must be the creator of ALL the quantities on the timesheet.

Export a Project's Timesheets

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Export the Field Production Report

 Web

   icon-mindtouch-table-check.png  icon-mindtouch-table-check.png  icon-mindtouch-table-check.png 'Read-only' or higher level permissions are required on the project's Reports tool to complete this action.

Export the Labour Budget to Actual Report

 Web

   icon-mindtouch-table-check.png  icon-mindtouch-table-check.png  icon-mindtouch-table-check.png 'Read-only' or higher level permissions are required on the project's Reports tool to complete this action.

Import Budgeted Hours

 Web

       icon-mindtouch-table-check.png 'Admin' level permissions are required on the project's Admin tool to complete this action.

Import Budgeted Production Quantities

 Web

   

 

 icon-mindtouch-table-check.png 'Admin' level permissions are required on the project's Admin tool to complete this action.

Review a Timesheet

 Web     iOS     Android

 

icon-mindtouch-table-check-gp.png

  • Review & Edit Timesheets

  icon-mindtouch-table-check-gp.png

  • Review & Edit Timesheets
  icon-mindtouch-table-check.png  

Search for and Filter Project Level Timesheets

 Web     iOS     Android

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Set Up a Daily Reminder for Timesheets

 iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Set up a Field Production Report

 Web

       icon-mindtouch-table-check.png

Additional permissions are needed to complete this action:

Sign a Timesheet

 iOS     Android

  Permissions for this action are set in the company's Timecard tool.  

Sign Timesheets for All Projects

 iOS     Android

  Permissions for this action are set in the company's Timecard tool.  

View a Field Production Report

 Web     iOS     Android

   icon-mindtouch-table-check.png  icon-mindtouch-table-check.png  icon-mindtouch-table-check.png 'Read-only' or higher level permissions are required on the project's Reports tool to complete this action.

View a Labour Budget to Actual Report

 Web     iOS     Android

   icon-mindtouch-table-check.png  icon-mindtouch-table-check.png  icon-mindtouch-table-check.png 'Read-only' or higher level permissions are required on the project's Reports tool to complete this action.

View a Timesheet

 Web     iOS     Android

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png On a mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device.

View a Timesheet Entry Signature

 Web     iOS     Android

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

View Quantities on a Timesheet

 Web     iOS     Android

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png On a mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device.

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Daywork Sheets

The following table highlights which user permissions are required to perform the described user action.

icon-mindtouch-table-mobile.png - Denotes an action that is supported by Procore for Android or Procore for iOS.

icon-mindtouch-table-check.png - Indicates that the task can be completed with the permission level.

Task None Read Only Standard Admin
Add a T&M Ticket to a Change Event 1     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Add Equipment Entries on a T&M Ticket     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Best Practices for Configuring Daywork Sheets       icon-mindtouch-table-check.png
Create a T&M Ticket icon-mindtouch-table-mobile.png     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Close or Reopen a T&M Ticket 2     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Configure Advanced Settings: Daywork Sheets       icon-mindtouch-table-check.png
Create a Change Event from a T&M Ticket 1     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create Equipment from a T&M Ticket 2 icon-mindtouch-table-mobile.png     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Delete a T&M Ticket 2     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Edit a T&M Ticket 2icon-mindtouch-table-mobile.png     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Export a Daywork Sheet as a PDF   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Request a Signature on a T&M Ticket icon-mindtouch-table-mobile.png     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Retrieve a T&M Ticket 2     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Search and Filter T&M Tickets icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Sign a T&M Ticket icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View a Change Event To view a T&M ticket linked to a change event, you can use the Project Level Change Events tool. 
View a T&M Ticket icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png

1 Users also need 'Standard' or 'Admin' level permissions on the project's Change Events tool.

2 Users with 'Standard' permission are only permitted to modify the tickets they create.

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