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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 the action can be completed if the user is granted the appropriate granular permissions. See Grant Granular Permissions in a Project Permissions Template.

Task None Read Only Standard Admin
Create a Correspondence Item     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.png 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
Change the Status of a Correspondence Item      icon-mindtouch-table-check.png1 icon-mindtouch-table-check.png
Archive a correspondence item Archive a Correspondence Item       icon-mindtouch-table-check.png

Users with 'Standard' permissions can change the status of the items they create. Users with 'Admin' permissions can change status to the items they create and are a part of.

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 Sites       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