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Procore (en-GB)

Permissions

Correspondence Tool

 Early Access
The following documents describe functionality that is currently not available in all accounts. Please contact your Procore Account Manager for more information.

Project Level

Correspondence Tool

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

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 1    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 2     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Archive a correspondence item Archive a Correspondence Item       icon-mindtouch-table-check.png

1  Users with 'Read Only' permissions can respond to a correspondence item if the "Respond to Items Accessible to Users within Same Company" checkbox has been selected in the Permissions tool.

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

Training Video