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Procore

What granular permissions are available for the project's Site Diary tool?

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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 project's Site Diary tool.

Answer

 Important
If checkboxes are marked for both 'Collaborator Entry Only' and 'Standard Users Can Edit and Delete Own Entries,' 'Collaborator Entry Only' will override 'Standard Users Can Edit and Delete Own Entries.'
Granular Permission Name Granular Permission Description
Collaborator Entry Only 1 Grants 'Read Only' or 'Standard' users the privilege to create entries in the Daily Construction Report, Deliveries, Working hours, Notes and Visitor  sections of the Site Diary. Users with this permission can edit and delete their own entries before they are approved. See Create Site Diary Entries as a Collaborator and Approve Collaborator-submitted Site Diary Entries.
View entries associated to users within the same company Grants users the privilege to see site diary entries from users at their same company. See Create Site Diary Entries as a Collaborator.
Standard Users Can Edit and Delete Own Entries 2 Grants 'Standard' users the privilege to add, edit and delete their own entries in any section of the Site Diary, as long as the day has not been marked as complete. See Mark a Site Diary as Complete.
  1.  Notes:
    • By default, the Daily Construction Report Register is not enabled on projects. Users with 'Admin' permissions on the Site Diary can turn logs on or off for a project in the Site Diary's configure settings. 
    • 'Standard' users without granular permissions can create entries for any register that is enabled on the project. If 'Standard' users are granted the 'Collaborator Entry Only' privilege, they will only be able to view and add entries to the four registers mentioned above, however, they will be able to edit their entries until they are approved.
    • The granular permission for 'collaborator entry' has to be on a global permission template OR a project permission template before the option is available in the Site Diary configuration settings.
  2. To grant this privilege:
    • The permissions must be set to 'Standard.'
    • The 'Standard Users Can Edit and Delete Own Entries' checkbox must be marked.
    • The 'Collaborator Entry Only' checkbox must be cleared.