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Procore Support (en-au)

Permissions

Transmittals

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

Task None Read Only Standard Admin
Add Items to a Transmittal       icon-mindtouch-table-check.png
Add Related Items to a Transmittal       icon-mindtouch-table-check.png
Configure Advanced Settings: Transmittals        icon-mindtouch-table-check.png
Create a Transmittal     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Customise the Column Display in the Transmittals Tool   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Delete a Transmittal       icon-mindtouch-table-check.png
Edit a Transmittal     icon-mindtouch-table-check.png1 icon-mindtouch-table-check.png
Export a Transmittal Letter to PDF   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Export a Transmittal Register to CSV   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Export a Transmittal Register to PDF   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Forward a Transmittal by Email     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Resize Column Width in the Transmittals Register   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Retrieve a Transmittal from the Recycle Bin       icon-mindtouch-table-check.png
Search Transmittals   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View a Transmittal   icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png
View the Email Correspondence for a Transmittal     icon-mindtouch-table-check.png icon-mindtouch-table-check.png

'Standard' users can only modify transmittals that they have created.

2 When a transmittal is marked 'Private', users with 'Read Only' or 'Standard' level permissions can see the transmittal only if one or more statements apply:

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