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Procore Support (en-au)

Permissions

Defect List

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

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

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

Task None Read Only Standard Admin
Add Attachments to a Defect List Item       icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Add Comments to Defect List Items     icon-mindtouch-table-check.png
Assign a Defect List Item to a 'Standard' or 'Admin' Level User  icon-mindtouch-table-mobile.png       icon-mindtouch-table-check.png
Assign a Defect List Item to an 'Admin' level User Only  icon-mindtouch-table-mobile.png     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Close Defect List Item icon-mindtouch-table-mobile.png     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Configure Advanced Settings: Defect List       icon-mindtouch-table-check.png
Customise the Column Display in the Defect List Tool   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create a Project Level Defect Item Template       icon-mindtouch-table-check.png
Create a Defect List Item2  icon-mindtouch-table-mobile.png     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create a Quick Defect Category on a Project       icon-mindtouch-table-check.png
Deactivate a Defect Item Template on a Project       icon-mindtouch-table-check.png
Delete a Defect Item Template from a Project       icon-mindtouch-table-check.png
Delete a Quick Defect Category at the Company Level       icon-mindtouch-table-check.png
Delete a Defect List Item        icon-mindtouch-table-check.png
Edit a Defect List Item  icon-mindtouch-table-mobile.png     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Edit a Quick Defect Category at the Project Level       icon-mindtouch-table-check.png
Export Defect List Register as a PDF   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Export the Defect List Register as a CSV   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Export the Defect List Register as a PDF   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Import Defect List Items       icon-mindtouch-table-check.png
Respond to a Defect List Item4,1   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Retrieve Deleted Defect Item from Recycle Bin       icon-mindtouch-table-check.png
Search and Filter the Defect List  icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Send Defect List Items  icon-mindtouch-table-mobile.png       icon-mindtouch-table-check.png
View a Defect List Item5  icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View Change History of a Single Defect List Item       icon-mindtouch-table-check.png
View Private Defect Items Assigned to User Within the Same Company   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png

Users with 'Standard' level permissions can perform this action if they are listed as the item's Defect Item Manager, Assignee or Final Approver or if they have been granted the granular permission "Respond to Defect Items Assigned to Users within the Same Company."

'Standard' level users can only list 'Admin' level users as the 'Assignee' on a defect list item. However, 'Standard' level users who have been granted permission to act as a Defect Item Manager can list other 'Standard' level users as the 'Assignee' on a defect list item.

'Standard' level users can only close defect list items they have created (when the item's status is 'Draft' or 'In Dispute'), or when they have been designated as the item's 'Final Approver' (when the item's status is 'Ready to Close') or designated as the item's 'Defect Item Manager'.

Users with 'Read Only' permissions can perform this action if they have been granted the granular permission “Respond to Defect Items Assigned to Users within the Same Company.”

5 Users with 'Standard' and 'Read Only' permissions can only view non-private defect list items after they have been sent to the Assignee.

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