What granular permissions are available for the company's Tender Board tool?

Background

In Procore, the term granular permissions refers to task-based privileges that can be granted to users with 'Read Only' or 'Standard' level permissions on certain tools through the users' assigned permissions templates. The table below shows the granular permissions that are available for the company's Tender Board tool.

Answer

Granular Permission Name Granular Permission Description
Can access projects for all users Grants users the privilege to view and access all projects in the company's Tender Board, instead of only the projects that they are assigned to as 'Estimator'. See View the Tender Board.
Can edit Project details Grants users the privilege to edit Tender Board project details. See Edit a Tender Board Project.
Can manage Documents Grants users the privilege to manage documents for Tender Board projects. See Delete Documents from a Tender Board Project.
Can manage Notes and Tasks Grants users the privilege to manage notes and tasks in Tender Board projects. See Add or Manage Notes in a Tender Board Project and Add or Manage Tasks in a Tender Board Project.
Can export Estimate and Tender documents Grants users the privilege to export estimates and tender documents in Tender Board projects. See Export an Estimate from a Tender Board Project and Export a Tender from a Tender Board Project.

See Also