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Procore (en-GB)

Designate the 'Default Submittal Manager' for the Submittals Tool

Objective

To designate the the 'Default Submittal Manager' for a project's Submittals tool. 

Background

Things to Consider

  • Required User Permission:
    • To designate the project's 'Default Submittal Manager', 'Admin' level permission on the project's Submittals tool. 
    • To be designated as the project's 'Default Submittal Manager', 'Standard' level permission or higher on the project's Submittals tool. 
      Note: Users with 'Standard' level permission do NOT have the ability to change the 'Submittal Manager' on individual submittals. 

Steps

  1. Navigate to the project's Submittals tool.
    This reveals the Submittals page. 
  2. Click Configure Settings .
    This reveals the Submittal Settings page. 
  3. Under Submittal Settings, do the following:
    • The system saves the change and this person's name is automatically selected on all new submittals in the project. The submittal manager on existing submittals is NOT updated. 

See Also