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Procore (en-GB)

Permissions

Correspondence

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 in Procore's iOS and/or Android mobile application. 

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 Project Permissions Template for more information.

Task None Read Only Standard Admin
Add a Related Item to a Correspondence Item       icon-mindtouch-table-check.png
Archive a Correspondence Item       icon-mindtouch-table-check.png
Change the Status of a Correspondence Item   icon-mindtouch-table-check.png+1 icon-mindtouch-table-check.png2 icon-mindtouch-table-check.png
Complete a Correspondence Item with DocuSign®       icon-mindtouch-table-check.png
Configure Advanced Settings: Correspondence       icon-mindtouch-table-check.png
Create a Correspondence Item   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create and Link a New Correspondence Item from a Correspondence Response   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create and Link an RFI, Change Event or a Different Correspondence Item to an Existing Correspondence Item   icon-mindtouch-table-check.png3 icon-mindtouch-table-check.png3 icon-mindtouch-table-check.png3
Customise the Column Display in the Correspondence Tool   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Edit a Correspondence Item   icon-mindtouch-table-check.png+1 icon-mindtouch-table-check.png2 icon-mindtouch-table-check.png
Export a Correspondence Item   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Export a List of Correspondence Items   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Generate a QR Code for a Correspondence Item   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Link a Correspondence Item on a Drawing   icon-mindtouch-table-check.png4 icon-mindtouch-table-check.png4 icon-mindtouch-table-check.png4
Perform Bulk Actions on Correspondence Items       icon-mindtouch-table-check.png
Respond to a Correspondence Item    icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Search, Sort and Filter Correspondences   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View a Correspondence Item   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png

1 Users with 'Read Only' level permissions and the necessary granular permissions on a correspondence type can perform this task for correspondence items that they created.

Users with 'Standard' level permissions on a correspondence type can perform this task for correspondence items that they created.

Users will need additional permissions depending on the new item's tool.

Users will need additional permissions on the project's Drawings tool.

Company Level

Admin Tool

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

Task None Read Only Standard Admin
Apply Configurable Fieldsets to Projects       icon-mindtouch-table-check.png
Create New Custom Fields       icon-mindtouch-table-check.png
Create New Configurable Fieldsets       icon-mindtouch-table-check.png
Create a New Correspondence Type       icon-mindtouch-table-check.png
Edit a Correspondence Type       icon-mindtouch-table-check.png
Edit Custom Fields       icon-mindtouch-table-check.png
Edit Configurable Fieldsets       icon-mindtouch-table-check.png
Remove Configurable Fieldsets from Projects       icon-mindtouch-table-check.png

Training Video