The following table highlights which user permissions are required to perform the described user action.
+ - Indicates that the task can be completed if the user is granted the correct Granular Permissions. See Grant Granular Permissions in a Permission Template.
1 Users with 'Admin' level permission can create, edit and view reports that have not been marked 'Personal' by another user.
2 Users with 'Standard' level permission can only create personal reports.
3 Users with 'Standard' level permission can only revise the submittals that they created.
4 Users will also need 'Read Only' level permission or above on the Reports tool.
5 Users with 'Standard' level permission must also be (1) the creator of the submittal or (2) designated as the Submittal Manager. See What is the 'Submittal Manager' role?
6 Users with 'Standard' level permission can edit and upload revisions of submittals they have created.
7 Requires the Procore + Bluebeam Integration. See Bluebeam.
8 When a submittal is marked 'Private', users with 'Read Only' or 'Standard' level permissions 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 permission 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.