Correspondence - User Permissions
Correspondence
Important
PERMISSIONS
| | The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.
Users can take the action with this permission level.
Users can take this action with this permission level AND one or more additional requirements, like granular permissions.
What granular permissions are available for the project's Correspondence tool?
| Action | None | Read Only | Standard | Admin | Notes |
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Add a Related Item to a Correspondence Item |
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Standard users can perform this task for correspondence items that they created. | ||
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Archive a Correspondence Item |
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Change the Status of a Correspondence Item You Created |
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Users with 'Read Only' level permissions need 'Create Item' granular permissions to change the status of a 'Draft' item that they created. Users with 'Read Only' level permissions need 'Edit Open Items They Create' granular permissions to change the status of an 'Open' item that they created. |
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| Change the Status of a Correspondence Item Someone Else Created Web |
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Complete a Correspondence Item with DocuSign® |
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Admin permissions needed on the correspondence type for which you want to initiate, download or withdraw a DocuSign®. | |||
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Configure Advanced Settings: Correspondence |
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Create a Correspondence Item |
+ Create Item |
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On a mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device. Tasks performed offline sync with Procore when a network connection is reestablished. | |
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Create and Link a New Correspondence Item from a Correspondence Response |
+ Create Item |
+ Create Item |
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These are the permission levels needed on the correspondence type used to create the new item. | |
| Create and Link an RFI to an Existing Correspondence Item Web |
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All levels need additional permissions in the project's RFI tool: Create and link a 'Draft' RFI: |
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| Create and Link a Change Event to an Existing Correspondence Item Web |
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All levels need additional permissions: 'Standard' level permissions or higher in the project's Change Events tool. |
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| Create and Link a Correspondence Item to an Existing Correspondence Item Web |
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All levels need additional permissions in the new item's correspondence type: 'Read Only' level permissions on the new item's correspondence type with the 'Create Item' granular permissions enabled on your permissions template. OR 'Standard' level permissions or higher on the new item's correspondence type. |
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| Customise the Column Display in the Correspondence Tool Web |
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Edit a Correspondence Item You Created
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+Create Item (for 'Draft' Items) OR + Edit Open Items They Created (for 'Open' Items) |
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Shows permissions needed on the item's correspondence type.
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Edit a Correspondence Item Someone Else Created |
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Shows permissions needed on the item's correspondence type. On a mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device. Tasks performed offline sync with Procore when a network connection is reestablished. |
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| Export a Correspondence Item Web |
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User needs access to a correspondence item for this task. See View a Correspondence Item. | |
| Export a List of Correspondence Items Web |
(Excludes correspondences marked as Private) |
(Excludes correspondences marked as Private) |
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Learn about Super Private to explore more restrictions on Admin level permissions. | |
| Generate a QR Code for a Correspondence Item Web |
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User needs access to a correspondence item for this task. See View a Correspondence Item. | |
| Link a Correspondence Item on your personal layer on a drawing Web |
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All levels need additional permissions: |
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| Link a Correspondence Item and publish the markups to the drawing Web |
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Additional permissions needed in Drawings tool: |
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| Perform Bulk Actions on Correspondence Items Web |
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Respond to a Correspondence Item |
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On a mobile device, this action can be performed offline. Tasks performed offline sync with Procore when a network connection is reestablished. * In addition to this granular permission, users must be the item's creator or added to the item's 'Assignee' field, 'Received From' field, or 'Distribution' list. **In addition to this granular permission, users must be associated with the same company as the item's creator or added to the item's 'Assignee' field, 'Received From' field, or 'Distribution' list. |
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| Access Workflow information and actions |
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To learn more about the Workflows tool see About the Workflows. | |
| Scan a Correspondence Item QR Code iOS Android |
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User needs access to the correspondence item for this task. See View a Correspondence Item. | |
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Search, Sort and Filter Correspondences |
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Users can perform these actions for each correspondence type they have read-only or higher permissions for. On a mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device. Tasks performed offline sync with Procore when a network connection is reestablished. |
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| View a Correspondence Item |
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Users may need specific roles or granular permissions to view an item depending on the item's status and privacy setting. Expand the Tip box on View a Correspondence Item to learn more. |
Company Level
Admin Tool
The following table highlights which user permissions are required to perform the described user action.