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Procore (en-GB)

Permissions

Snag List

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

icon-mindtouch-table-mobile.png - Denotes an action supported in Procore's iOS and/or Android mobile application.

icon_checkmark_gray_h17.png - Indicates that the task can be completed if the user is granted the correct Granular Permissions. See Grant Granular Permissions in a Permission Template. 

Task None Read Only Standard Admin
Add Attachments to a Snag List Item       icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Add Comments to Snag List Items     icon-mindtouch-table-check.png  
Assign a Snag List Item to a 'Standard' or 'Admin' Level User  icon-mindtouch-table-mobile.png       icon-mindtouch-table-check.png
Assign a Snag List Item to an 'Admin' level User Only  icon-mindtouch-table-mobile.png     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Close Snag List Item icon-mindtouch-table-mobile.png     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Configure Advanced Settings: Snag List       icon-mindtouch-table-check.png
Customise the Column Display in the Snag List Tool   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create a Project Level Snag Item Template       icon-mindtouch-table-check.png
Create a Snag List Item2  icon-mindtouch-table-mobile.png     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create a Quick Snag Category on a Project       icon-mindtouch-table-check.png
Deactivate a Snag Item Template on a Project       icon-mindtouch-table-check.png
Delete a Snag Item Template from a Project       icon-mindtouch-table-check.png
Delete a Quick Snag Category at the Company Level       icon-mindtouch-table-check.png
Delete a Snag List Item        icon-mindtouch-table-check.png
Edit a Snag List Item  icon-mindtouch-table-mobile.png     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Edit a Quick Snag Category at the Project Level       icon-mindtouch-table-check.png
Export Snag List Log as a PDF   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Export the Snag List Log as a CSV   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Export the Snag List Log as a PDF   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Import Snag List Items       icon-mindtouch-table-check.png
Respond to a Snag List Item4,1   icon_checkmark_gray_h17.png+ icon_checkmark_gray_h17.png+ icon-mindtouch-table-check.png+
Retrieve Deleted Snag Item from Recycle Bin       icon-mindtouch-table-check.png
Search and Filter the Snag List  icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Send Snag List Items  icon-mindtouch-table-mobile.png       icon-mindtouch-table-check.png
View a Snag List Item5  icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View Change History of a Single Snag List Item       icon-mindtouch-table-check.png
View Private Snag Items Assigned to User Within the Same Company   icon_checkmark_gray_h17.png icon_checkmark_gray_h17.png icon-mindtouch-table-check.png

Users with 'Standard' level permissions can perform this action if they are listed as the item's Snag Item Manager, Assignee or Final Approver or if they have been granted the granular permission "Respond to Snag Items Assigned to Users within the Same Company."

'Standard' level users can only list 'Admin' level users as the 'Assignee' on a snag list item. However, 'Standard' level users who have been granted permission to act as a Snag Item Manager can list other 'Standard' level users as the 'Assignee' on a snag list item.

'Standard' level users can only close snag list items they have created (when the item's status is 'Draft' or 'In Dispute'), or when they have been designated as the item's 'Final Approver' (when the item's status is 'Ready to Close') or designated as the item's 'Snag Item Manager'.

Users with 'Read Only' permissions can perform this action if they have been granted the granular permission “Respond to Snag Items Assigned to Users within the Same Company.”

5 Users with 'Standard' and 'Read Only' permissions can only view non-private snag list items after they have been sent to the Assignee.