Workflows Tool - User Permissions
Workflows
The following table highlights which user permissions are required to perform the described user action.
+ : Indicates that one or more granular permissions are available for the task. See the relevant tutorial or Grant Granular Permissions in a Company Permissions Template for more information.
| Task | None | Read Only | Standard | Admin |
|---|---|---|---|---|
| Assign a Workflow Template to a Project | + |
+ |
|
|
| Configure Settings: Workflows | |
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| Create a Workflow Template | |
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| Create and Manage Custom Workflow Responses | |
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| Delete a Draft Workflow Template | + |
+ |
|
|
| Duplicate a Workflow Template | |
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| Edit a Workflow Template | + |
+ |
|
|
| Enable Self-Serve Workflows for your Company | |
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| Publish a Workflow Template | |
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| View Workflow Templates | + |
+ |
|
Legacy Workflows
* If your company purchased the legacy Workflows tool, your company's Procore Administrator must submit an enablement request to your company's Procore point of contact. Your Procore Administrator will work with your Procore point of contact to create workflows.