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Procore Support (en-au)

Which Procore tools support Granular Permissions?


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.

Supported Tools

You can assign granular task permissions to a new or existing permission template for these Project level tools in Procore. To learn about the tasks associated with these permissions, see Grant Granular Permissions in a Permission Template.

Tool Available Granular Permission Checkbox
Admin Manage General
  Manage Cost Codes
  Manage Active Tools
  Manage Locations
Tendering Create Tender Notes
  Edit Tender Notes
  Delete Tender Notes
Budget Import Budget From file
  Create and Edit Original Budget Amount
  View Direct Cost Details
  Delete Budget Line Items
  Lock Budget
  Send and Retrieve Budgets from ERP
Commitments View Private Purchase Orders
  View Private Subcontracts
  Create Purchase Order
  Create Subcontract
  Update Purchase Order
  Update Subcontract
Site Teams Note: The 'Update Contacts (Only Applicable if Timesheets is Enabled).' granular permission is in the Directory Tool. 
Site Diary Collaborator Entry Only
  Standard Users Can Edit and Delete Own Entries
Directory Add from Company Directory (Assignable Permission Templates Only)
  Assign Project Roles
  Create and Edit Users (Assignable Permission Templates Only)
  Create and Edit Companies
  Create and Edit Distribution Groups
  Create Contacts (Only Applicable if Timesheets is enabled)
  Manage Permission Templates (Assignable Only)
  Remove User from a Project
  Remove Company from a Project
  Request Company and People Imports
  View Company Insurance Information
  Update Contacts (Only Applicable if Timesheets is Enabled)
Direct Costs Create Direct Cost
  Update Direct Cost
  Delete Direct Cost
Documents Access Private Folders and Files
  Rename Folders and Files
  Move and Copy Files and Folders
  Set Permissions
  Delete Folders and Files
  See Recycle Bin
Drawings Upload Drawings
  Upload and Review Drawings
Incidents Note: The 'Create Contacts (Only Applicable if Timesheets or Incidents is Enabled)' granular permission is in the Directory Tool. 
Observations View private Observations assigned to users within same company. 
  Update status and comment on Observations assigned to users within same company.
  Can Assign Standard Users to Observations
Head Contracts Create Head Contract
  Update Head Contract
  Delete Head Contract
  View Owner Progress Claim Detail
Defect List View Private Defect List Items Assigned to Users within Same Company
  Respond to Defect List Items Assigned to Users Within the Same Company
RFIs Act as RFI Manager
  Mark Official Responses
  View Private RFIs Associated to Users within Same Company
Schedule Update Task Completion Percentages
Submittals Create Submittals
  Create Submittal Packages
  View Private Submittals Associated to Users within Same Company
Transmittals View Private Transmittals Associated to Users within Same Company

See Also