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Procore

Free Account - Permissions

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

Tender Board

Limited Release
Free Procore accounts are currently only available in the United States and Canada.

Show/Hide Permissions  

 Permissions

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

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

How do permissions work for free Procore accounts? 

Action None Member Team Administrator System Administrator Notes

Add an Estimate

 Web

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Add Takeoffs

 Web

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Apply a Template in the Tender Board Tool

 Web

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Configure Settings for an Estimate in the Estimating Tab

Web

 

 

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Copy a Takeoff Group

 Web

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

Copy Takeoff Layers

 Web

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

Create a Project in the Tender Board

 Web

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Delete a Takeoff Group

 Web

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Delete Takeoff Layers

 Web

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Delete a Project on the Tender Board

 Web

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Edit Project Stages on the Tender Board

 Web

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Edit an Estimate

 Web

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Expand or Collapse Takeoff Groups

 Web

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

Export a Tender Proposal

 Web

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

Export an Estimate

 Web

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Export the Tender Board List View

 Web

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Generate Tender Estimates

 Web

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Lock and Unlock Takeoff Layers

 Web

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Manage Tenders from the Tender Board

 Web

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Move a Takeoff Layer to a New Group

 Web

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

Rename a Takeoff Group

 Web

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

Respond to a Tender from the Tender Board

 Web

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Set a Tender Board Project as a Template

 Web

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

Set the Drawing Scale for Takeoffs

 Web

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Show or Hide Takeoff Layers

 Web

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Submit a Tender Proposal

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users also must be designated as a Tender Contact.

Upload Documents to a Tender Board Project

 Web

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View an Estimate

 Web

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View Tender Board Projects

 Web

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General Account Management

Show/Hide Permissions  

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

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

How do permissions work for free Procore accounts? 

Action None Member Team Administrator System Administrator Notes

Accept or Deny a User's Request to Join Your Free Procore Company Account

 Web

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Add a User

 Web     iOS     Android

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Assign a User as a Tender Contact

 Web     iOS     Android

      check-green2.png  

Deactivate or Reactivate a User

 Web     iOS     Android

      check-green2.png  

Edit a User

 Web     iOS     Android

      check-green2.png  

Edit Your Company Information for the Procore Construction Network

 Web

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Edit Your Personal Information

 Web

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Edit Your Company's Profile Visibility for the Procore Construction Network

 Web

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Log in to your Free Procore Account

 Web

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Navigate to a Company

 Web

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Navigate to a Project

 Web

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Resend a User Invitation

 Web     iOS     Android

      check-green2.png  

Search for and Filter Users

 Web     iOS     Android

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View Projects

 Web

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View Users

 Web     iOS     Android

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