RFIs: New Granular Permission to Act as RFI Manager
This announcement represents a single point in time. Future releases may impact the information below.
Feature Released: July 22, 2020
New 'Act as RFI Manager' Granular Permission
Users with 'Read Only' or 'Standard' level permissions on the project's RFIs tool with the 'Act as RFI Manager' granular permission enabled on their permissions template will be able to perform some additional tasks for RFIs they create ('Standard' only) or that they are designated as 'RFI Manager' for.
The table below lists the tasks 'Read Only' or 'Standard' level users with this granular permission can perform as an RFI's creator or its 'RFI Manager' and the tasks that only users with 'Admin' level permissions on the project's RFIs tool can perform.
Task |
With 'Act as RFI Manager' Granular Permission | Granular Permission N/A | |
|---|---|---|---|
| Read Only | Standard | Admin | |
| Add a Related Item to an RFI |  |
||
| Add a Response to an RFI (Not as an Assignee) | |
|
|
| Add Assignees to an RFI (Not as an Assignee) | |
|
|
| Be Designated as a Project's Default RFI Manager | |
|
|
| Choose an "Official Response" for an RFI | |
|
|
Close an RFI  |
|
|
|
| Configure Settings: RFIs | |
||
| Create an Open RFI | |
|
|
| Delete a Response to an RFI | |
||
| Designate the Default RFI Manager for a Project's RFIs | |
||
| Edit an RFI |
|
|
|
| Export All Responses on an RFI | |
|
|
| Perform Bulk Actions on RFIs | |
||
| Reopen an RFI |
|
|
|
| Reply to an RFI |
|
|
|
| Retrieve an RFI from the Recycle Bin | |
||
| Select Any Available RFI Manager when Creating an RFI | |
|
|
| Send an RFI to the Recycle Bin | |
||
| Shift the Ball in Court on a RFI | |
|
|
| View All Responses on an RFI | |
|
|
| View Private RFIs | |
|
|
Note: Other tasks can be performed with 'Read Only' or 'Standard' permission levels. Some of these other tasks may require different granular permissions to be enabled. See RFI: Permissions and Grant Granular Permissions in a Permission Template.
See Also
If you would like to ask questions or share any feedback, please contact support@procore.com.