Skip to main content
Procore

Meetings - User Permissions

Meetings

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

 Important

Some actions that impact this tool are done in other Procore tools. See the User Permissions Matrix for the full list of actions taken in all other tools.

Permissions 

   The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.

icon-mindtouch-table-check.png Users can take the action with this permission level.

icon-mindtouch-table-check.png Users can take the action with this permission level AND one or more granular permissions.

What granular permissions are available for the Project level Meetings tool?

 

Action None Read Only Standard Admin Notes

Add a Comment to a Meeting Item

 Web

 

  • Add Comments to Meeting
icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Add a Meeting Category

 Web

 

  • Manage Meeting Categories

  • Manage Meeting Categories
icon-mindtouch-table-check.png  

Add a Meeting Item

 Web     iOS     Android

 

  • Manage Meeting Items

  • Manage Meeting items
icon-mindtouch-table-check.png  

Add a Meeting To Your Personal Calendar

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Add a Related Item to a Meeting

 Web

 

  • Manage Related Items for Meetings

  • Manage Related Items for Meetings
icon-mindtouch-table-check.png  

Add Meeting Minutes

 Web     iOS     Android

      icon-mindtouch-table-check.png  

Configure Advanced Settings: Meetings 

 Web

      icon-mindtouch-table-check.png  

Convert a Meeting from Agenda to Minutes Mode

 Web     iOS     Android

 

  • Update Meeting

  • Update Meeting
icon-mindtouch-table-check.png  

Create a Follow-up Meeting

 Web

      icon-mindtouch-table-check.png  

Create a Meeting

 Web     iOS     Android

 

  • Create Meeting

  • Create Meeting
icon-mindtouch-table-check.png  

Delete Any Meeting Comment

 Web

      icon-mindtouch-table-check.png  

Delete Own Meeting Comment

 Web

 

  • Delete Own Comment on a Meeting
icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Create a Meeting from a Template

 Web

 

  • Create Meeting

  • Create Meeting
icon-mindtouch-table-check.png  

Delete a Meeting

 Web

      icon-mindtouch-table-check.png  

Delete a Meeting Category

 Web

 

  • Manage Meeting Categories

  • Manage Meeting Categories
icon-mindtouch-table-check.png  

Delete a Meeting Item

 Web

 

  • Manage Related Items for Meetings

  • Manage Related Items for Meetings
icon-mindtouch-table-check.png  

Distribute a Meeting Agenda

 Web

 

  • Distribute Meeting

  • Distribute Meeting
icon-mindtouch-table-check.png  

Distribute and Redistribute Meeting Minutes

 Web

 

  • Distribute Meeting

  • Distribute Meeting
icon-mindtouch-table-check.png  

Edit a Meeting

 Web     iOS     Android

 

  • Update Meeting

  • Update Meeting
icon-mindtouch-table-check.png  

Edit a Meeting Item

 Web     iOS     Android

 

  • Manage Meeting Items

  • Manage Meeting Items
icon-mindtouch-table-check.png  

Export a Meeting as a PDF

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Forward a Meeting by Email

 Web

 

  • Email Meeting

  • Email Meeting
icon-mindtouch-table-check.png  

Initiate an Email Communication Thread for a Meeting

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png Any person (even non-Procore users) with the email address for the meeting can initiate a communication thread.

Record Meeting Attendance

 Web     iOS     Android

      icon-mindtouch-table-check.png  

Reorder Meeting Categories

 Web

 

  • Manage Meeting Categories

  • Manage Meeting Categories
icon-mindtouch-table-check.png  

Reorder Meeting Items

 Web

 

  • Manage Meeting Items

  • Manage Meeting Items
icon-mindtouch-table-check.png  

Search for a Meeting

 Web     iOS     Android

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Star Previous Minutes

 Web

      icon-mindtouch-table-check.png  

View a Meeting

 Web     iOS     Android

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

View Previous Minutes

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

View the Change History of a Meeting

 Web

      icon-mindtouch-table-check.png