Submittals - User Permissions

Submittals

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

: Denotes an action that is supported by Procore for Android or Procore for iOS.

Task	None	Read Only	Standard	Admin
Add a Related Item to a Submittal
Add a Related Item to a Submittal Package
Add a Submitter and Approvers to the Submittal Workflow
Add an Existing Submittal to a Submittal Package
Apply a Submittal Workflow Template to a Submittal		+	+
Bulk Edit Submittals in a Package
Change the Action Required By on a Submittal
Close a Submittal
Configure Advanced Settings: Submittals Tool
Create Custom Submittal Log Statuses
Create Custom Submittal Responses
Create Custom Submittal Types	Configure this setting in the Admin Tool (Company Level)
Create a Bluebeam Studio Session				1
Create a Custom Submittals Report			2, 4	3, 4
Create a New Submittal in a Submittal Package
Create a Submittal		+	+
Create a Submittal Package		+	+
Create a Submittal Revision		+5	+5
Customise the Column Display in the Submittals Tool
Delete a Custom Submittal Report
Delete a Submittal
Delete a Submittal Package
Designate the 'Default Submittal Manager' for the Submittals Tool
Distribute a Submittal
Distribute the Submittals in a Package
Download a Submittal's Attachments
Download an Open Submittals Report	Complete this Task with the Reports Tool (Company Level)
Edit a Custom Submittal Report			2, 4	3, 4
Edit a Submittal		+6	+6, 7
Edit a Submittal Package
Edit a Submittal Response
Enable Submittals Programme Calculations
Enable the Submittals Tool
Export a Custom Submittals Report
Export a Submittal
Export the Submittals Log
Finalise a Bluebeam Studio Session				1
Forward a Submittal by Email
Forward a Submittal for Review
Generate a PDF of a Submittal in a List
Generate a QR Code for a Submittal
Manage Personal Submittal Markup Stamps
Manage Submittal Workflow Templates
Mark a Submittal as Private
Mass Review Submittals in a Package
Perform Bulk Actions on a Submittal
Redistribute a Submittal
Remove a Submitter or Approver from the Submittal Workflow		+8	+8, 9
Resend the Submittals in a Package for Review
Resize the Column Width in the Submittals Log
Respond to a Forwarded Submittal as a Reviewer
Respond to a Submittal as an Approver
Respond to an Action Required Email for a Submittal Package as an Approver
Retrieve a Submittal from the Recycle Bin
Review Submittal PDF Attachments
Search and Filter for Submittals
Send a Completed Submittals Import Template to Procore
Send the Submittals in a Package for Review
Set Up Submittal Programme Calculations
Share a Custom Submittal Report			2	3
Switch Between Submittals Views
Upload and Submit a Submittal
Use Bulk Actions > Apply Workflow in the Submittals Tool
Use Bulk Actions > Delete in the Submittals Tool
Use Bulk Actions > Edit in the Submittals Tool
Use Bulk Actions > Retrieve in the Submittals Tool
View a Submittal		10	10
View a Submittal Package
View Submittal Attachments
View the Submittal Approvers Response Time Report

¹ Requires the Procore + Bluebeam Integration. See Bluebeam.

² Users with 'Standard' level permission can only create personal reports. 

³ Users with 'Admin' level permission can create, edit and view reports that have not been marked 'Personal' by another user.

⁴ Users will also need 'Read Only' level permission or higher on the Reports tool.

⁵ Users without 'Admin' level permissions on the project's Submittals tool can create revisions for submittals that they created.

⁶ Users without 'Admin' level permissions on the project's Submittals tool can edit certain fields in 'Draft' or 'Open' submittals that they created. 

⁷ Users with 'Standard' level permissions can edit certain fields in submittals they are designated as the Submittal Manager. See What is the 'Submittal Manager' role?

⁸ Users without 'Admin' level permissions on the project's Submittals tool can update the submittal workflow in 'Draft' or 'Open' submittals that they created. 

⁹ Users with 'Standard' level permissions can update the submittal workflow for submittals they are designated as the Submittal Manager. See What is the 'Submittal Manager' role?

¹⁰ When a submittal is marked 'Private', users with 'Read Only' or 'Standard' level permissions on the project's Submittals tool can see the submittal only if one or more statements apply:

• They are designated as the Submittal Manager
• They are added to the submittal workflow as a Submitter or an Approver.
• They are included in the distribution list.
• They have the 'View Private Submittals Associated to Users within Same Company' granular permission enabled on their permissions template and another user in their company is the submittal's creator or is designated as the Submittal Manager, a Submitter, an Approver or a Distribution List member.