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Configure Advanced Settings: Transmittals

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Objective

To configure advanced settings for the project's Transmittals tool.

Background

The Transmittals tool lets your project team keep documented records of any correspondence.

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the project's Transmittals tool.

Prerequisites

Steps

Configure Transmittal Settings

  1. Navigate to the project's Transmittals tool.
  2. Click the Configure Settings icons-settings-gear.png icon.
  3. Under 'Transmittal Settings', do the following:

    transmittal settings 1.png

    • Transmittals Private by Default: Mark this tickbox to set all new transmittals to 'Private' by default. A 'Private' transmittal is visible only to users with 'Admin' level permission to the Transmittals tool, the creator of the transmittal, the recipients in the 'To' and 'Cc' fields, and members of the 'Default Distribution' list. 

    • Default Distribution: Add one (1) or more people to the default distribution group. To appear in this list, a person must be added to the Project Directory (see Add a User Account to the Project Directory).  The system will automatically add these group members to new transmittals. 

  4. Click Update.
    A banner appears to confirm that your changes have been saved.

Set User Permissions

  1. Navigate to the project's Transmittals tool.
  2. Click the Configure Settings icons-settings-gear.png icon.
  3. In the right pane, click Permissions Table.
  4. Set the access permission level for the tool's users by clicking the icon in the permission column until the GREEN checkmark appears:

    user-permissions-for-transmittals.png
     

    The colour-coded icons in the user permissions area denotes the user's access permission level to the tool. To learn more, see What are the default permission levels in Procore?

    Icon Colour Definition
    green-check.png GREEN The user has been granted this access permission level to the tool.
    red-x.png RED The user has NOT been granted this access permission to the tool.
    grey-x.png GREY The user is either a Procore Administrator or has been granted permissions to the Procore tools on this project using a permissions template (see What is a permissions template?). To change the user's permission level to this tool, see Manage Project Permissions Templates.