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Procore

Procore Insights - User Permissions

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Learn which user permissions are required to take the described actions in this tool.

 Important

This table reflects what permissions are needed to the Insights tool. You may need permissions to other tools to view or manage Insights. Check the 'Notes' column for details.

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The action is available on Procore's Web, iOS, and/or Android application.

Icon Mindtouch Table Check Users can take the action with this permission level.

Icon Mindtouch Table Check Gp Users can take this action with this permission level AND one or more additional requirements, like granular permissions.

Action

None

Read Only

Standard

Admin

Notes

Enable Company Insights
Web

Icon Mindtouch Table Check Gp

      

Users must have 'Admin' level access to the company's Admin tool.

Enable Project Insights
Web

Icon Mindtouch Table Check Gp

      

Users must have 'Admin' level access to the project's Admin tool.

Customise Company Insights (Reorder Only)
Web

  

Icon Mindtouch Table Check Gp

Icon Mindtouch Table Check Gp

Icon Mindtouch Table Check Gp

If you can see the Insight, you can configure the order.

Customise Company Insights
Web

      

Icon Mindtouch Table Check

  

Customise Project Insights
Web

Icon Mindtouch Table Check Gp

      

You must have 'Admin' level permissions to the Project Directory tool.

Manage Favourite Insights
Web

  

Icon Mindtouch Table Check Gp

Icon Mindtouch Table Check Gp

Icon Mindtouch Table Check Gp

If you can view the insight, you can save it as a favourite.

View Company Insights (Budget)
Web

    

Icon Mindtouch Table Check Gp

  • View Company Budget Insights

Icon Mindtouch Table Check

  

View Company Insights (Site Diary)
Web

    

Icon Mindtouch Table Check Gp

  • View Company Site Diary Insights

Icon Mindtouch Table Check

  

View Company Insights (Equipment)
Web

    

Icon Mindtouch Table Check Gp

  • View Company Equipment Insights

Icon Mindtouch Table Check

  

View Company Insights (Incidents)
Web

    

Icon Mindtouch Table Check Gp

  • View Company Incident Insights

Icon Mindtouch Table Check

  

View Company Insights (Inspections)
Web

    

Icon Mindtouch Table Check Gp

  • View Company Inspection Insights

Icon Mindtouch Table Check

  

View Company Insights (Observations)
Web

    

Icon Mindtouch Table Check Gp

  • View Company Observation Insights

Icon Mindtouch Table Check

  

View Company Insights (RFIs)
Web

    

Icon Mindtouch Table Check Gp

  • View Company RFI Insights

Icon Mindtouch Table Check

  

View Company Insights (Submittals)
Web

    

Icon Mindtouch Table Check Gp

  • View Company Submittal Insights

Icon Mindtouch Table Check

  

View Project Insights (Budget)
Web

Icon Mindtouch Table Check Gp

      

Users need the following permissions to the project's Budget tool:

  • Admin

  • 'Read Only' level permissions or higher with the 'View Project Budget Insights' granular permission

View Project Insights (Site Diary)
Web

Icon Mindtouch Table Check Gp

      

Users need the following permissions to the project's Site Diary tool:

  • Admin

  • 'Read Only' level permissions or higher with the 'View Project Site Diary Insights' granular permission

View Project Insights (Incidents)
Web

Icon Mindtouch Table Check Gp

      

Users need the following permissions to the project's Incidents tool:

  • Admin

  • 'Read Only' level permissions or higher with the 'View Project Incidents Insights' granular permission

View Project Insights (Inspections)
Web

Icon Mindtouch Table Check Gp

      

Users need the following permissions to the project's Inspections tool:

  • Admin

  • 'Read Only' level permissions or higher with the 'View Project Inspections Insights' granular permission

View Project Insights (Observations)
Web

Icon Mindtouch Table Check Gp

      

Users need the following permissions to the project's Observations tool:

  • Admin

  • 'Read Only' level permissions or higher with the 'View Project Observations Insights' granular permission

View Project Insights (RFIs)
Web

Icon Mindtouch Table Check Gp

      

Users need the following permissions to the project's RFIs tool:

  • Admin

  • 'Read Only' level permissions or higher with the 'View Project RFI Insights' granular permission

View Project Insights (Submittals)
Web

Icon Mindtouch Table Check Gp

      

Users need the following permissions to the project's Submittals tool:

  • Admin

  • 'Read Only' level permissions or higher with the 'View Project Submittals Insights' granular permission