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Procore

Configure Advanced Settings: Incidents

Objective

To configure the advanced settings for the Project level Incidents tool.

Things to Consider

Prerequisites

Video

 

Steps

  1. Navigate to the project's Incidents tool.
  2. Click the Configure Settings icons-settings-gear.png icon.
  3. Click one of these options:

Configurations

  1. Click Incidents Settings.
  2. Do the following:
    • Default Distribution. Add users to the distribution list who should have access to incidents even if they're not directly involved. This might be useful if you want to grant a user with 'Read-only' or 'Standard' permissions on the Incidents tool access to private incidents without giving them permissions to change the configurations on the tool.
    • Private by Default. Mark the tickbox if you would like all incidents you create to be private by default. Private incidents will be available to the creator of the incident and all 'Admin' level users on the Incidents tool.

Permissions Table

  1. Click Permissions Table.
  2. Under Name, locate the user's name.
  3. Click the None, Read-Only, Standard, or Admin column until a GREEN arrow appears.
    The symbols below: