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Procore Support (en-au)

Permissions

Correspondence

The following table highlights which user permissions are required to perform the described user action.

icon-mindtouch-table-mobile.png - Denotes an action that is supported in Procore's iOS and/or Android mobile application. 

icon-mindtouch-table-check.png+ - Indicates that the action can be completed if the user is granted the appropriate granular permissions. See Grant Granular Permissions in a Permission Template.

Task None Read Only Standard Admin
Create a Correspondence Item     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create and Link an RFI, Change Event or a Different Correspondence Item to an Existing Correspondence Item     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Respond to a Correspondence Item    icon-mindtouch-table-check.png1   icon-mindtouch-table-check.png1   icon-mindtouch-table-check.png
Search, Sort and Filter Correspondences   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Change the Status of a Correspondence Item      icon-mindtouch-table-check.png2 icon-mindtouch-table-check.png
Archive a correspondence item Archive a Correspondence Item       icon-mindtouch-table-check.png


1  Users with 'Read Only' or 'Standard' level permissions for the project's correspondence type can respond to a correspondence item if:

2  Users with 'Standard' permissions can change the status of the items they create. Users with 'Admin' permissions can change status to the items they create and are a part of.

Training Video

 
 

 

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