Workflows Tool - User Permissions

 

Workflows

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

icon-mindtouch-table-check.png+ : Indicates that one or more granular permissions are available for the task. See the relevant tutorial or Grant Granular Permissions in a Company Permissions Template for more information.

Task None Read Only Standard Admin
Assign a Workflow Template to a Project   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Configure Settings: Workflows       icon-mindtouch-table-check.png
Create a Workflow Template       icon-mindtouch-table-check.png
Create and Manage Custom Workflow Responses       icon-mindtouch-table-check.png
Delete a Draft Workflow Template   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Duplicate a Workflow Template       icon-mindtouch-table-check.png
Edit a Workflow Template   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Enable Self-Serve Workflows for your Company       icon-mindtouch-table-check.png
Publish a Workflow Template       icon-mindtouch-table-check.png
View Workflow Templates   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png

 

Legacy Workflows

* If your company purchased the legacy Workflows tool, your company's Procore Administrator must submit an enablement request to your company's Procore point of contact. Your Procore Administrator will work with your Procore point of contact to create workflows.