User Permission Matrix - Mobile

Announcements

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

Note: Click the Mobile Platform icons in the table to navigate to the relevant support articles.

Task	Permissions				Mobile Platform
Task	None	Read Only	Standard	Admin	iOS	Android
Create Announcements				¹
View Announcements		²	²	²

¹Users must have 'Admin' permissions on the project's Home tool.

²Users must have 'Read Only' or above permissions on the project's Home tool.

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Camera

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

Note: Click the Mobile Platform icons in the table to navigate to the relevant support articles.

Task	Permissions				Mobile Platform
Task	None	Read Only	Standard	Admin	iOS	Android
Take and Add Photos to an Album with the Camera Tool					¹

¹The camera function is available on both iOS and Android. See Take and Add Photos to an Album in the Photos section of the permissions matrix.

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Change Events

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

Note: Click the Mobile Platform icons in the table to navigate to the relevant support articles.

Task	Permissions				Mobile Platform
Task	None	Read Only	Standard	Admin	iOS	Android
Create a Change Event					*	*
Edit a Change Event that you created					*	*
Edit a Change Event that someone else created					**	**
Add a Line Item to a Change Event					**	**

* This action can be performed in offline mode (i.e. when an active network connection is not available on your mobile device). Tasks performed in offline mode will sync with Procore once a network connection has been reestablished.

** This asset/item can be viewed or edited in offline mode provided that the asset/item was previously viewed and cached on your mobile device. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.

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Commitments

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

Note: Click the Mobile Platform icons in the table to navigate to the relevant support articles.

Task	Permissions				Mobile Platform
Task	None	Read Only	Standard	Admin	iOS	Android
Create a Purchase Order		¹	¹		*	*
Edit a Commitment's Schedule of Values		²	²		**	**
Edit a Purchase Order		²	²		**	**
Search Commitments					**	**
View Variations					**	**
View Inclusions/Exclusions for Subcontracts					**	**
View Purchase Orders and Subcontracts					**	**

¹Users with 'Standard' or 'Read Only' level permissions on the Commitments tool may perform this action if the 'Create Purchase Order Contract' granular permission is enabled on the permission template associated with their account

² Users with 'Standard' or 'Read Only' level permissions on the Commitments tool may perform this action if the 'Update Purchase Order Contract' and 'Update Work Order Contract' granular permissions are enabled on the permission template associated with their account.

* This action can be performed in offline mode. Tasks performed in offline mode will sync with Procore once a network connection is reestablished.

** This asset/item can be viewed or edited in offline mode provided that the asset/item was previously viewed and cached on your mobile device. Tasks performed in offline mode will sync with Procore once a network connection is reestablished.

Conversations (Beta)

The following table highlights which user permissions are required to perform the described user action. Click the Mobile Platform icons in the table to navigate to the relevant support articles.

Note: The Conversations tool does not have its own set of permissions to assign and instead relies on users being part of a project's Directory and having access to items within that project. See the notes below the table for specific considerations.

Task	Permissions				Mobile Platform
Task	None	Read Only	Standard	Admin	iOS	Android
Create a Group in the Conversations Tool (iOS)				¹
Edit or Delete a Message in the Conversations Tool (iOS)		²	²	²
Manage a Group in the Conversations Tool (iOS)				¹
Manage Push Notifications for the Conversations Tool (iOS)		²	²	²
Mention a User in a Conversation (iOS)		²	²	²
Send a Message in the Conversations Tool (iOS)		²	²	²
View Messages in the Conversations Tool (iOS)		²	²	²

¹ By default, only Company Admins can create and manage groups for group conversations. However, the 'Create and Manage Groups' privilege can be enabled for internal employees or everyone in the Company Directory. See Configure Access and Settings for the Conversations Tool.

² This action can be performed by any user in the project's Directory (for their own conversations and items that they have access to). See the specific considerations below:

Direct Messages:
- If Direct Messages are enabled for the account, anyone in the project's Directory (and Company Admins) can be messaged or mentioned.
- If Direct Messages are only enabled for internal employees, only users marked as employees of the company can be messaged or mentioned. See How do I add someone as an employee of my company?
- Direct messages are private and can only be seen by the individuals in the message. Admin users cannot view direct messages that they are not a part of.
  Note: A data export containing direct messages can be provided to Company Admins by Procore Support if needed.
Group Conversations:
- Anyone in the project's Directory (and Company Admins) can be messaged or mentioned in a group.
- Messages within a group conversation can only be seen by members of that group.
Item Conversations:
- Conversations for specific items in a project can only be viewed and participated in by users with access to the item in Procore ('Read Only' or higher permissions to the item's tool and appropriate access if an item is marked as Private).
All conversations:
- Users can only message or mention users who exist in the project's Directory, as well as Company Admins.
- Users can only edit and delete their own messages (within 5 minutes of sending and if the feature is enabled).
- Users can only hide a conversation from their own view.

Co-ordination Issues

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Correspondence

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

Note: Click the Mobile Platform icons in the table to navigate to the relevant support articles.

Task	Permissions				Mobile Platform
Task	None	Read Only	Standard	Admin	iOS	Android
Create a Correspondence item					**	**
Edit a Correspondence item			¹		**	**
Respond to a Correspondence item					*	*
Search for and Filter Correspondences					**	**
Scan a Correspondence Item QR Code
View a Correspondence item					**	**

¹Users with 'Standard' permissions can only edit correspondence items that they have created.

* This action can be performed in offline mode (i.e. when an active network connection is not available on your mobile device). Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.

** This asset/item can be viewed or edited in offline mode provided that the asset/item was previously viewed and cached on your mobile device.

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Site teams

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

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

Task	None	Read Only	Standard	Admin
Add a Worker ^{1, 2}
Create a Site team
Delete a Site Team
Edit a Site team ²
Edit a Worker ¹
Remove a Worker ³
Search Site Teams
Search for a Worker
View a Site team
View a Worker

¹ Users must also be granted 'Read Only' or 'Standard' level permissions on the Project level Directory tool with the 'Create Contacts' granular permission enabled on their permission template OR must be granted 'Admin' level permissions on the Project level Directory tool to perform this task.

²Users with 'Standard' permission can only edit a site team when designated as the 'Crew Lead'. See Create a Site team.

³'Admin' users must also be granted 'Admin' permission on the project's Directory tool to perform this task.

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Site Diary

Important

Permissions

What granular permissions are available for the project's Site Diary tool?

Action	Read Only	Standard	Notes
Add a Photo to a Site Diary Entry so that it Populates in the Photos Tool Web			Users must also have 'Read Only' level permissions to the Photos tool to take this action. Users with 'Admin' level permissions can view photos marked as 'private'.
Add a Related Item to a Site Diary Entry Web
Approve Any Site Diary Entry Created by Collaborators Web iOS Android
Approve Copied Site Diary Entries Created by Collaborators Web iOS Android
Configure Advanced Settings: Site Diary Web
Copy a Site Diary Web iOS Android			On an iOS device, this action can be performed in offline. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.
Create a Site Diary Entry from the Calendar View
Create Accident Register Entries Web iOS Android			This action can be performed in offline. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.
Create Call Register Entries Web iOS Android			This action can be performed in offline. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.
Create Daily Construction Report Register Entries Web iOS Android			This action can be performed in offline. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.
Create Daily Construction Report Register Entries as a Collaborator Web iOS Android	Collaborator Entry Only	Collaborator Entry Only	The granular permission for 'Collaborator Entry Only' has to be on a global template before the option is available in the Site Diary configuration settings. This action can be performed in offline. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.
Create Site Diary Entries as a Collaborator Web iOS Android	Collaborator Entry Only	Collaborator Entry Only	The granular permission for 'Collaborator Entry Only' has to be on a global template before the option is available in the Site Diary configuration settings.
Create Delay Entries Web iOS Android			This action can be performed in offline. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.
Create Delivery Entries Web iOS Android			This action can be performed in offline. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.
Create Delivery Entries as a Collaborator Web iOS Android	Collaborator Entry Only	Collaborator Entry Only	The granular permission for 'Collaborator Entry Only' has to be on a global template before the option is available in the Site Diary configuration settings. This action can be performed in offline. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.
Create Skip Entries Web iOS Android			This action can be performed in offline. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.
Create Equipment Entries Web iOS Android			This action can be performed in offline. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.
Create Inspection Entries Web iOS Android			This action can be performed in offline. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.
Create Working Hours Entries Web iOS Android			This action can be performed in offline. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.
Create Working hours Entries as a Collaborator Web iOS Android	Collaborator Entry Only	Collaborator Entry Only	The granular permission for 'Collaborator Entry Only' has to be on a global template before the option is available in the Site Diary configuration settings. This action can be performed in offline. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.
Create Note Entries Web iOS Android			This action can be performed in offline. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.
Create Note Entries as a Collaborator Web iOS Android	Collaborator Entry Only	Collaborator Entry Only	The granular permission for 'Collaborator Entry Only' has to be on a global template before the option is available in the Site Diary configuration settings. This action can be performed in offline. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.
Create Observed Weather Entries Web iOS Android			This action can be performed in offline. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.
Create Plan Revision Entries Web iOS Android			This action can be performed in offline. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.
Create Productivity Entries Web iOS Android			This action can be performed in offline. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.
Create Quantity Entries Web iOS Android			This action can be performed in offline. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.
Create Safety Violation Entries Web iOS Android			This action can be performed in offline. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.
Create Programmed Work Entries Web iOS Android			This action can be performed in offline. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.
Create Timecard Entries for Any User Web iOS Android
Create Timecard Entries for Yourself Web iOS Android			Users with 'Standard' level permissions must also be marked as an employee of your company.
Create Visitor Entries Web iOS Android
Create Pending Visitor Entries as a Collaborator Web iOS Android	Collaborator Entry Only	Collaborator Entry Only	The granular permission for 'Collaborator Entry Only' has to be on a global template before the option is available in the Site Diary configuration settings.
Create Waste Entries Web iOS Android
Create a Change Event from a Site Diary Entry Web
Create a Custom Report from the Site Diary Web
Delete Any Site Diary Item Web iOS Android			Entries cannot be deleted on a day that has been marked as complete. If an entry needs to be deleted, an 'Admin' user can Re-Open a Site Diary.
Delete a Site Diary Item You Created Web iOS Android		Standard Users Can Edit and Delete Own Entries	Entries cannot be deleted on a day that has been marked as complete. If an entry needs to be deleted, an 'Admin' user can Re-Open a Site Diary.
Delete a Site Diary Item You Created as a Collaborator Web iOS Android	Collaborator Entry Only	Collaborator Entry Only	Entries cannot be deleted after they are approved by a Site Diary Admin.
Delete Related Items from Site Diary Entries Web
Edit Any Site Diary Item Web iOS Android			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.
Edit a Site Diary Item You Created Web iOS Android		Standard Users Can Edit and Delete Own Entries	On a mobile device, this action can be performed offline. Tasks performed offline sync with Procore when a network connection is reestablished.
Edit a Site Diary Item You Created as a Collaborator Web iOS Android	Collaborator Entry Only	Collaborator Entry Only	Entries cannot be edited after they are approved by a Site Diary Admin. 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.
Email a Site Diary Web iOS Android
Enter Logs for a Previous Day Web	Collaborator Entry Only		This action can also be performed on mobile.
Export a Site Diary as PDF Web
Mark a Site Diary as Complete Web iOS Android
Reject Any Site Diary Entry Created by Collaborators Web iOS
Reopen a Site Diary Web iOS Android
Resubmit a Site Diary Entry as a Collaborator Web	Collaborator Entry Only	Collaborator Entry Only
Search and Filter Site Diaries Web
Search and Filter Site Diary Entries You Created as a Collaborator Web	Collaborator Entry Only	Collaborator Entry Only
Upload Photos to the Site Diary Web
Upload Photos to the Site Diary from the Photos Tool Web iOS Android			Users also need 'Standard' permissions or higher on the project's Photos tool.
View and Attach Files to a Site Diary iOS Android			On an Android device, this action can be performed offline, provided that the item was previously viewed and cached on your mobile device.
View Any Site Diary Items Web iOS Android			This excludes the ability to view the change history register. See below for more details about the View Change History Register permission . Users with a 'Collaborator Entry Only' granular permission can only view their daily items.
View Your Site Diary Items as a Collaborator Web iOS Android	Collaborator Entry Only	Collaborator Entry Only	The granular permission for 'Collaborator Entry Only' has to be on a global template before the option is available in the Site Diary configuration settings.
View Site Diary Items by Users at your Company as a Collaborator Web iOS Android	Collaborator Entry Only View entries associated to users within the same company	Collaborator Entry Only View entries associated to users within the same company	The granular permission for 'Collaborator Entry Only' has to be on a global template before the option is available in the Site Diary configuration settings.
View Change History Register Web
View Site Diary Notes Report Web			Users also need 'Read Only' level permissions or higher on the project's Reports tool.
View Site Diaries in the Calendar View Web iOS Android

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Documents

Permissions

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

Action	Read Only	Standard	Notes
Add a Related Item to a File Web
Add or Edit a File Description Web
Change Permission Settings on a Folder or File Web iOS	Set Permissions	Set Permissions
Check In or Out a File Web
Configure Advanced Settings: Documents Web
Create a Folder Web iOS Android
Delete Files or Folders Web iOS	Delete Folders and Files	Delete Folders and Files
Download a Previous Version of a File Web
Download Files and Folders Web iOS Android
Email Files and Folders Web iOS Android
Export Information Web
Export Object Data from a Model Web			Users must also have 'Read Only' or higher permission to the Models tool.
Manage and Set Tags for Documents Web
Manage Permissions for Files and Folders Web	Set Permissions	Set Permissions
Manage Who Tracks Files and Folders Web
Move and Copy Files and Folders Web	Move and Copy Files and Folders	Move and Copy Files and Folders
Open or Edit a File in Microsoft Office 365 Web
Preview a File Web
Rename a File Web iOS	Rename Folders and Files	Rename Folders and Files
Rename a Folder Web iOS	Rename Folders and Files	Rename Folders and Files
Retrieve a File or Folder from the Recycle Bin Web
Search for and Filter Documents Web iOS Android			This action can be performed offline provided that the asset/item was previously viewed and cached on your mobile device.
Sort Document Folder Contents Web
Track a Folder or File Web
Upload a New Version of a File Web
Upload Files into a Folder Web iOS Android			This action can be performed offline. Actions performed offline will be synced with Procore once a network connection has been reestablished.
View a File in Microsoft Office 365 Web
View Documents Web iOS Android
View a Private File or Folder Web iOS Android	Access Private Folders and Files	Access Private Folders and Files	The user must have the 'Access Private Folders and Files' granular permission OR must be added to the permissions list for the file or folder. See Manage Permissions for Files and Folders.

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Drawings

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

Note: Click the Mobile Platform icons in the table to navigate to the relevant support articles.

Task	Permissions				Mobile Platform
Task	None	Read Only	Standard	Admin	iOS	Android
Access Recently Viewed Drawings
Add Measurements to a Drawing					**	**
Add Observations to a Drawing
Add Photos to a Drawing		¹	¹	¹	**	**
Add Defect List Items to Drawings					**	**
Compare Drawings
Delete Drawing Markups (personal)					**
Delete Drawing Markups (published)					**
Sync and Download Drawings
Email Drawings
Link a Correspondence Item on a Drawing			²	²	*
Link Items to a Drawing					**	**
Link RFIs to a Drawing					*	**
Link Observations to a Drawing			³	³	*
Mark Up a Drawing (personal)		⁴			**	**
Publish Personal Drawing Markups					**
Print Drawings
Search for and Filter Drawings					**	**
Share Drawings Within Procore
Sync and Download Drawings
View Drawing Area					**	**
View Drawings					**	**

¹Users must also have 'Read Only' or higher permissions on the project's Photos tool.

² Users must also have 'Read Only' or higher permissions on the correspondence type.

³ Users must also have 'Standard' or 'Admin' permissions on the project's Observations tool.

³'Read Only' level users can markup drawings but cannot publish their markups.

* This action can be performed in offline mode (i.e. when an active network connection is not available on your mobile device). Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.

** This asset/item can be viewed or edited in offline mode provided that the asset/item was previously viewed and cached on your mobile device.

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Equipment

Important

Permissions

Action	None	Read Only	Standard	Admin	Notes
Add Equipment to Projects Web
Remove Equipment from Projects Web
Scan an Equipment QR Code iOS Android
View Equipment Details Web iOS Android

Legacy Content

For the legacy Equipment experience, reference these permissions.

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Forms

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

Note: Click the Mobile Platform icons in the table to navigate to the relevant support articles.

Task	Permissions				Mobile Platform
Task	None	Read Only	Standard	Admin	iOS	Android
Edit a Form's Information			¹		**	**
Email a Form
Delete a Project Level Form
Download Form Templates
Fill out a Form					**	**
View a Form

¹ Standard level users may edit the information of a form they created.

* This action can be performed in offline mode (i.e. when an active network connection is not available on your mobile device). Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.

** This asset/item can be viewed or edited in offline mode provided that the asset/item was previously viewed and cached on your mobile device.

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Incidents

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

Note: Click the Mobile Platform icons in the table to navigate to the relevant support articles.

Task	Permissions				Mobile Platform
Task	None	Read Only	Standard	Admin	iOS	Android
Add a Witness Statement to an Incident					**	**
Close Incidents			¹		**	**
Create Incidents					*	*
Edit Incidents			¹		**	**
Search and Filter for Incidents					**	**
View Incidents					**	**

¹'Standard' level users can perform this action for incidents that they have created.

* This action can be performed in offline mode (i.e. when an active network connection is not available on your mobile device). Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.

** This asset/item can be viewed or edited in offline mode provided that the asset/item was previously viewed and cached on your mobile device.

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Inspections

Important

Permissions

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

Action	Read Only	Standard	Admin	Notes
Add a Related Item to an Inspection Web
Add Comments to an Inspection Item Web iOS Android				On an iOS mobile device, this action can be performed offline. Tasks performed offline are synced with Procore when a network connection is reestablished. On an Android mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device.
Add Company Level Inspection Templates to Your Project Web
Add Attachments to Inspection Items Web iOS Android				On an iOS mobile device, this action can be performed offline. Tasks performed offline are synced with Procore when a network connection is reestablished. On an Android mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device.
Add Signers to an Inspection Web iOS Android				On an iOS mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device. 'Standard' level users can add as many signers to an inspection as necessary.
Add Signers to an Inspection Item Web iOS Android		+ Create Contact	+ Create Contact	On an iOS mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device. 'Standard' level users can add as many signers to an inspection as necessary.
Close an Inspection You Created Web
Close Any Inspection Web
Configure Advanced Settings: Inspections Web
Create an Inspection Web iOS Android				On a mobile device, this action can be performed offline. Tasks performed offline are synced with Procore when a network connection is reestablished.
Create a Project Level Inspection Template Web
Create an Observation from an Inspection Web iOS Android				Users must also have 'Standard' level permission or higher on the Observations tool to take this action. On a mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device.
Delete an Inspection Web
Create an Inspection Program Web	Create/Edit Inspection Programs
Delete an Inspection Template Web
Edit an Inspection You Created Web iOS Android				On an Android mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device.
Edit Any Inspection Web iOS Android				On an Android mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device.
Edit a Project Level Inspection Template Web
Edit an Inspection Program Web	Create/Edit Inspection Programs
Email Inspections Web iOS Android
Export an Individual Inspection Web
Perform an Inspection Web iOS Android				On a mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device.
Retrieve an Inspection From the Recycle Bin Web
Search and Filter for Inspections Web iOS Android				On a mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device.
Sign a Completed Inspection Web iOS Android				On an iOS mobile device, this action can be performed offline. Tasks performed offline are synced with Procore when a network connection is reestablished.
Sign an Inspection Item Web iOS Android				On an iOS mobile device, this action can be performed offline. Tasks performed offline are synced with Procore when a network connection is reestablished.
View Project Level Inspections Web iOS Android
View the Activity Feed of Items in an Inspection Web iOS Android				On a mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device.
View Change History of an Inspection Web
View Signatures on an Inspection Web iOS Android				On an iOS mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device.

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Instructions

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

Note: Click the Mobile Platform icons in the table to navigate to the relevant support articles.

Task	Permissions				Mobile Platform
Task	None	Read Only	Standard	Admin	iOS	Android
Create an Instruction					**	**
Delete an Instruction
Edit an Instruction			¹		**	**
Search for and Filter Instructions					**	**
View Instructions					**	**

¹Users with 'Standard' permissions can only edit instructions that they have created.

* This action can be performed in offline mode (i.e. when an active network connection is not available on your mobile device). Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.

** This asset/item can be viewed or edited in offline mode provided that the asset/item was previously viewed and cached on your mobile device.

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Locations

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

Task	Permissions				Mobile Platform
Task	None	Read Only	Standard	Admin	iOS	Android
Scan Location QR Code in the Locations Tool		¹	¹	¹
View Items Associated with a Location		¹	¹	¹	**	**

¹ You will need permissions to view the items displayed in the Locations tool. For example, you would need 'Read Only' or higher permissions on the Observations tool to view observations associated with the location.

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Meetings

Important

Permissions

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

Action	Read Only	Standard	Notes
Add a Comment to a Meeting Item Web	Add Comments to Meeting
Add a Meeting Category Web	Manage Meeting Categories	Manage Meeting Categories
Add a Meeting Item Web iOS Android	Manage Meeting Items	Manage Meeting items
Add a Meeting To Your Personal Calendar Web
Add a Related Item to a Meeting Web	Manage Related Items for Meetings	Manage Related Items for Meetings
Add Meeting Minutes Web iOS Android
Configure Advanced Settings: Meetings Web
Convert a Meeting from Agenda to Minutes Mode Web iOS Android	Update Meeting	Update Meeting
Create a Follow-up Meeting Web
Create a Meeting Web iOS Android	Create Meeting	Create Meeting
Delete Any Meeting Comment Web
Delete Own Meeting Comment Web	Delete Own Comment on a Meeting
Create a Meeting from a Template Web	Create Meeting	Create Meeting
Delete a Meeting Web
Delete a Meeting Category Web	Manage Meeting Categories	Manage Meeting Categories
Delete a Meeting Item Web	Manage Related Items for Meetings	Manage Related Items for Meetings
Distribute a Meeting Agenda Web	Distribute Meeting	Distribute Meeting
Distribute and Redistribute Meeting Minutes Web	Distribute Meeting	Distribute Meeting
Edit a Meeting Web iOS Android	Update Meeting	Update Meeting
Edit a Meeting Item Web iOS Android	Manage Meeting Items	Manage Meeting Items
Export a Meeting as a PDF Web
Forward a Meeting by Email Web	Email Meeting	Email Meeting
Initiate an Email Communication Thread for a Meeting Web			Any person (even non-Procore users) with the email address for the meeting can initiate a communication thread.
Record Meeting Attendance Web iOS Android
Reorder Meeting Categories Web	Manage Meeting Categories	Manage Meeting Categories
Reorder Meeting Items Web	Manage Meeting Items	Manage Meeting Items
Search for a Meeting Web iOS Android
Star Previous Minutes Web
View a Meeting Web iOS Android
View Previous Minutes Web
View the Change History of a Meeting Web

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Models

Note: Click the Mobile Platform icons in the table to navigate to the relevant support articles.

Task	Permissions				Mobile Platform
Task	None	Read Only	Standard	Admin	iOS	Android
Create Co-ordination Issues from a Model (iOS)		¹		¹
Create Observations from a Model (iOS)		²		²
Download or Remove Models from a Device (iOS)
Measure Distances on a Model (iOS)
Send Logs to Support for Issues with a Model (iOS)
Settings: Models (iOS)
View Models (iOS)

Note: 'Standard' level permissions do not exist for the Models tool.

¹'Standard' or 'Admin' permissions to the Co-ordination Issues tool are also required to create co-ordination issues on a model.

²'Standard' or 'Admin' permissions to the Observations tool are also required to create observations from a model.

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My Time

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Observations

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

Note: Click the Mobile Platform icons in the table to navigate to the relevant support articles.

Task	Permissions				Mobile Platform
Task	None	Read Only	Standard	Admin	iOS	Android
Add a Comment to an Observation					**	**
Add Observations to a Drawing
Close an Observation					**	**
Create an Observation					*	*
Create an Observation from an Inspection					*	**
Create Observations on a Drawing			¹	¹	*
Edit an Observation			²		**	**
Email an Observation
Respond to an Observation					**	**
Search and Filter for Observations					**	**

¹ Also requires 'Standard' or 'Admin' permissions on the Drawings tool.

²'Standard' level users can only edit observations that they have created.

* This action can be performed in offline mode (i.e. when an active network connection is not available on your mobile device). Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.

** This asset/item can be viewed or edited in offline mode provided that the asset/item was previously viewed and cached on your mobile device.

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Photos

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

Note: Click the Mobile Platform icons in the table to navigate to the relevant support articles.

Task	Permissions				Mobile Platform
Task	None	Read Only	Standard	Admin	iOS	Android
Add a Comment to a Photo					*
Bulk Edit Photos
Create a Photo Album					*	*
Delete Photos						**
Drag and Drop Images into Procore's Photos Tool
Download a Photo					**	**
Mark Up a Photo
Mention Someone in a Photo Comment
Email a Photo
Search and Filter for Photos
Send Photos from the Photos tool to the Site Diary
Sort Photo Albums
Take and Add Photos to an Album					*	*
View Photos					**	**

* This action can be performed in offline mode (i.e. when an active network connection is not available on your mobile device). Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.

** This asset/item can be viewed or edited in offline mode provided that the asset/item was previously viewed and cached on your mobile device. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.

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Project Dashboard

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

Note: Click the Mobile Platform icons in the table to navigate to the relevant support articles.

Task	Permissions				Mobile Platform
Task	None	Read Only	Standard	Admin	iOS	Android
View the Project Dashboard

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Project Overview Screen

Important

Permissions

Action	None	Read Only	Standard	Admin	Notes
Add, Edit or Delete Project Details from the Project Overview Web					Users must also have the following permissions: 'Admin' level permissions to the project Admin tool. OR 'Read Only' level permissions or higher on the project Admin tool with the 'Update General Settings' granular permission.
Add, Edit or Delete Project Links from the Project Overview Web
Add, Edit or Delete the Project Message and Notes from the Project Overview Web
Change the Project Stage from the Project Overview Web
Manage Project Team Roles from the Project Overview Web					Users must also have 'Admin' level permissions to the Project Directory tool.
Quick Create an Item from the Project Overview Web					Users must also have permissions to create the item in the relevant Procore tool.
View Open Items from the Project Overview Web					Users must also have permissions to view the item in the relevant Procore tool.
View Project Details from the Project Overview Web
View Project Message from the Project Overview Web
View Project Team from the Project Overview Web
View Project Weather from the Project Overview Web
View Details of Recent Project Activity from the Project Overview Web					You can only see open items for tools you have access to. The count of overdue, due next and total items reflects all items for that tool. However, to open the item and see the details, users must also have 'Read Only' level permissions to view the listed item in that Procore tool.
View Recent Project Activity from the Project Overview Web

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Head Contracts

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

Note: Click the Mobile Platform icons in the table to navigate to the relevant support articles.

Task	Permissions				Mobile Platform
Task	None	Read Only	Standard	Admin	iOS	Android
View a Head Contract		¹	¹		*	*

¹'Read Only' and Standard' level users can only view a head contract if they have been added to the drop-down in the 'Private' field of the head contract.

* This action can be performed in offline mode (i.e. when an active network connection is not available on your mobile device). Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.

** This asset/item can be viewed or edited in offline mode provided that the asset/item was previously viewed and cached on your mobile device.

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Defect List

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

Note: Click the Mobile Platform icons in the table to navigate to the relevant support articles.

Task	Permissions				Mobile Platform
Task	None	Read Only	Standard	Admin	iOS	Android
Add a Photo to a Defect List Item						**
Close a Defect List Item					**	**
Create a Defect List Item					*	*
Download Attachments from a Defect List Item
Edit a Defect List Item			^{1, 2}		**	**
Notify Assignees of Defect Items
Reassign a Defect List Item						**
Respond to a Defect List Item					**	**
Search and Filter the Defect List					**	**

¹ 'Standard' level users can edit defect list items that they have created if the item's status is in 'Draft,' or 'In Dispute.'

² 'Standard' level users who have been granted permission to act as Defect Item Manager can edit items in which they are listed as the Defect Item Manager, except when the item's status is 'Draft'.
Note: A 'Standard' user must be added to the 'Standard permission users who can act as a Defect Item Manager' section of the Defect List tool's configure settings in order to be selected as a Defect Item Manager.

* This action can be performed in offline mode (i.e. when an active network connection is not available on your mobile device). Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.

** This asset/item can be viewed or edited in offline mode provided that the asset/item was previously viewed and cached on your mobile device.

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RFIs

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

Note: Click the Mobile Platform icons in the table to navigate to the relevant support articles.

Task	Permissions				Mobile Platform
Task	None	Read Only	Standard	Admin	iOS	Android
Close an RFI						*
Create an RFI					*	*
Create a Change Event from an RFI					**	*
Edit an RFI					**	**
Email an RFI
Respond to an RFI						*
Search for and Filter RFIs					**
View RFIs		¹	¹		**

¹ Users may require specific roles on an RFI (or granular permissions) to view the RFI depending on the RFI's status and privacy settings. See View RFIs (iOS) and View RFIs (Android) for details.

* This action can be performed in offline mode (i.e. when an active network connection is not available on your mobile device). Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.

** This asset/item can be viewed or edited in offline mode provided that the asset/item was previously viewed and cached on your mobile device. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.

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Program

Important

Permissions

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

Action	Read Only	Standard	Notes
Add Related Items to a Programmed Task Web
Configure Advanced Settings: Program Web
Configure Program Notification Emails Web
Configure the Project Level Program Tool for Primavera P6 Web
Clear an Integrated Program Web
Create a Calendar Item Web
Create Lookahead Web	Create Lookaheads	Create Lookaheads
Create Lookahead Tasks Web	Create Lookahead Tasks	Create Lookahead Tasks
Delete Calendar Item Web
Delete Lookahead Web	Delete Lookaheads	Delete Lookaheads
Delete Lookahead Tasks Web	Delete Lookahead Tasks	Delete Lookahead Tasks
Edit Any Calendar Item Web
Edit a Calendar Item You Created Web
Edit Lookahead Task Web	Update Lookahead Tasks	Update Lookahead Tasks	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.
Export a Project Program Web
Request a Program Change Web
Search and Filter for Programmed Tasks Web iOS Android
Send Recurring Project and Resource Programs Web
Update a Project Program File Web
Update Lookahead Tasks Web	Update Lookahead Tasks	Update Lookahead Tasks
Update Task Completion Percentage Web iOS Android	Update Task Completion Percentage	Update Task Completion Percentage
Upload a Project Program File to Procore's Web Application Web
Upload an Asta Powerproject Program Web
View a Project Program Web iOS Android
View a Programmed Task Web iOS Android
View Lookahead Web
View the Change History of Lookaheads Web	View the Change History of a Lookahead	View the Change History of a Lookahead

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Settings

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

Note: Click the Mobile Platform icons in the table to navigate to the relevant support articles.

Task	Permissions				Mobile Platform
Task	None	Read Only	Standard	Admin	iOS	Android
Manage App Preferences (iOS)					**	**
Manage Project Settings (iOS)					**
View Current Items in the Upload Queue

* This action can be performed in offline mode (i.e. when an active network connection is not available on your mobile device). Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.

** This asset/item can be viewed or edited in offline mode provided that the asset/item was previously viewed and cached on your mobile device.

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Specifications

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

Note: Click the Mobile Platform icons in the table to navigate to the relevant support articles.

Task	Permissions				Mobile Platform
Task	None	Read Only	Standard	Admin	iOS	Android
Email Specifications
Search Contextually within Specifications					**	**
Search for Specifications					**	**
View Specifications					**	**

* This action can be performed in offline mode (i.e. when an active network connection is not available on your mobile device). Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.

** This asset/item can be viewed or edited in offline mode provided that the asset/item was previously viewed and cached on your mobile device.

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Submittals

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

Note: Click the Mobile Platform icons in the table to navigate to the relevant support articles.

Task	Permissions				Mobile Platform
Task	None	Read Only	Standard	Admin	iOS	Android
Email Submittals
Scan a Submittal QR Code					*
Search a nd Filter for Submittals					**	**
View a Submittal					**	**

* This action can be performed in offline mode (i.e. when an active network connection is not available on your mobile device). Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.

** This asset/item can be viewed or edited in offline mode provided that the asset/item was previously viewed and cached on your mobile device.

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Tasks

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

Note: Click the Mobile Platform icons in the table to navigate to the relevant support articles.

Task	Permissions				Mobile Platform
Task	None	Read Only	Standard	Admin	iOS	Android
Add Comments to Tasks			¹		*	*
Add Tasks			²		*	*
Change the Status of a Task			³		*	*
Delete a Task					*	*
Edit Tasks			⁴		*	*
Search for Tasks					**	**
Send Tasks					**	**
View Tasks					**	**

¹'Standard' level users can add comments to tasks that they have created or that they are listed as the Assignee.

²'Standard' level users can only assign tasks that they have created to themselves or to 'Admin' level users.

³'Standard' level users who are the Assignee of a task, can change the status to 'Initiated', 'In Progress' or 'Ready for Review', but NOT to 'Closed' or 'Void'.

⁴'Standard' level users can only edit tasks that they have created.

* This action can be performed in offline mode (i.e. when an active network connection is not available on your mobile device). Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.

** This asset/item can be viewed or edited in offline mode provided that the asset/item was previously viewed and cached on your mobile device.

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Timesheets

Important

Permissions

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

Action	Read Only	Standard	Notes
Add a Site team to an Existing Timesheet You Created Web iOS Android			Users also need 'Read-only' level permissions or higher on the project's Site teams tool. On a mobile device, this action can be performed offline. Tasks performed offline are synced with Procore when a network connection is reestablished.
Add a Site team to any Existing Timesheet Web iOS Android			Users also need 'Read-only' level permissions or higher on the project's Site teams tool. On a mobile device, this action can be performed offline. Tasks performed offline are synced with Procore when a network connection is reestablished.
Add Employees to a Timesheet you Created Web iOS Android
Add Employees to any Timesheet Web iOS Android
Add Quantities to a Timesheet you Created Web iOS Android
Add Quantities to Any Timesheet Web iOS Android
Approve a Timesheet Web iOS Android
Bulk Enter Time in a Timesheet Web iOS Android			On a mobile device, this action can be performed offline. Tasks performed offline are synced with Procore when a network connection is reestablished.
Configure Advanced Settings: Project Level Timesheets Web
Copy Previous Timesheet Web iOS Android			On a mobile device, this action can be performed offline. Tasks performed offline are synced with Procore when a network connection is reestablished.
Create a Timesheet Web iOS Android			If adding a Site team, 'Read-only' or higher level permissions are required on the project's Site teams tool. On a mobile device, this action can be performed offline. Tasks performed offline are synced with Procore when a network connection is reestablished.
Delete a Timesheet You Created Web iOS Android
Delete Any Timesheet Web iOS Android
Delete Budgeted Labour Hours and Budgeted Production Quantities Web			'Admin' level permissions are required on the project's Admin tool to complete this action.
Delete Quantities on a Timesheet Web			Users with 'Standard' level permissions can only delete quantities to timesheets they have created.
Edit a 'Pending' Timesheet Web iOS Android	Review & Edit Timesheets	Review & Edit Timesheets	Users with granular permissions can in line edit one timesheet at a time.
Edit a Timesheet You Created Web iOS Android
Edit Any Timesheet Web iOS Android
Edit the Status of a 'Reviewed' Timesheet Web iOS Android	Review & Edit Timesheets	Review & Edit Timesheets
Edit Quantities on a Timesheet Web iOS Android			Users with 'Standard' level permissions must be the creator of ALL the quantities on the timesheet.
Export a Project's Timesheets Web
Export the Field Production Report Web			'Read-only' or higher level permissions are required on the project's Reports tool to complete this action.
Export the Labour Budget to Actual Report Web			'Read-only' or higher level permissions are required on the project's Reports tool to complete this action.
Import a Unit Quantity Based Budgeted Web			'Admin' level permissions are required on the project's Admin tool to complete this action.
Review a Timesheet Web iOS Android	Review & Edit Timesheets	Review & Edit Timesheets
Search for and Filter Project Level Timesheets Web iOS Android
Set Up a Daily Reminder for Timesheets iOS Android
Set up a Field Production Report Web			Additional permissions are needed to complete this action: 'Admin' level permissions are required on the project's Admin tool. 'Admin' level permissions on the project's Directory tool.
Sign a Timesheet iOS Android	Permissions for this action are set in the company's Timecard tool.
Sign Timesheets for All Projects iOS Android	Permissions for this action are set in the company's Timecard tool.
View a Field Production Report Web iOS Android			'Read-only' or higher level permissions are required on the project's Reports tool to complete this action.
View a Labour Budget to Actual Report Web iOS Android			'Read-only' or higher level permissions are required on the project's Reports tool to complete this action.
View a Private Timesheet You Created or are Assigned Web iOS Android			On a mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device.
View a Timesheet (not Private) Web iOS Android			Users who have 'Admin' permissions to the Company Timesheets tool can also see any timesheet. On a mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device.
View a Timesheet Entry Signature Web iOS Android
View Quantities on a Timesheet Web iOS Android			On a mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device.

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Daywork Sheets

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

- Denotes an action that is supported by Procore for Android or Procore for iOS.

- Indicates that the task can be completed with the permission level.

Task	None	Read Only	Standard	Admin
Add a Daywork Sheet to a Change Event ¹
Add Equipment Entries on a T&M Ticket
Best Practices for Configuring T&M Tickets
Create a Daywork Sheet
Close or Reopen a Daywork Sheet ²
Configure Advanced Settings: T&M Tickets
Create a Change Event from a Daywork Sheet ¹
Create Equipment from a Daywork Sheet ²
Delete a Daywork Sheet ²
Edit a Daywork Sheet ²
Export a T&M Ticket as a PDF
Request a Signature on a Daywork Sheet
Retrieve a Daywork Sheet ²
Search and Filter Daywork Sheets
Sign a Daywork Sheet
View a Change Event	To view a T&M ticket linked to a change event, you can use the Project Level Change Events tool.
View a Daywork Sheet

¹ Users also need 'Standard' or 'Admin' level permissions on the project's Change Events tool.

² Users with 'Standard' permission are only permitted to modify the tickets they create.

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Action	Read Only	Standard	Notes
Add a Company to the Project Directory Web iOS Android	Create and Edit Companies	Create and Edit Companies	On a mobile device, this action can be performed offline. Tasks performed offline are be synced with Procore when a network connection is reestablished.
Add a Distribution Group to the Project Directory Web	Create and Edit Distribution Groups	Create and Edit Distribution Groups
Add a Contact to your Device iOS Android			On a mobile device, this action can be performed offline.
Add a Phone Calls Entry from the Directory iOS Android
Add a User Account to the Project Directory Web iOS Android	Create and Edit Users	Create and Edit Users	On a mobile device, this action can be performed offline. Tasks performed offline sync with Procore when a network connection is reestablished.
Add Project Insurance to a Company Record in the Project Directory Web
Assign a Project Permissions Template to a User in the Project Directory Web	Manage Permissions Templates (Assignable Only)	Manage Permissions Templates (Assignable Only)	Users with granular permissions have the following limitations: Must also have 'Read Only' level permissions or higher on the Company level Directory tool with the 'Create and Edit Users' granular permission. Can only assign permissions templates that are designated as assignable permissions templates to others based on their own permissions template settings.
Bulk Add Users and Companies to a Project Directory Web	Add from Company Directory (Assignable Permission Templates Only)	Add from Company Directory (Assignable Permission Templates Only)	Users with the granular permission can only assign 'Assignable Permission Templates' to others based on their own permissions template settings.
Change a User's Permissions in the Project Directory Web	Manage Permission Templates (Assignable Only)	Manage Permission Templates (Assignable Only)	Users with the granular permission can only assign 'Assignable Permission Templates' to others based on their own permissions template settings.
Configure the Project Team on the Project Home Page Web	Assign Project Roles	Assign Project Roles
Configure Advanced Settings for the Project Directory: Edit Permissions Web
Configure Advanced Settings for the Project Directory: Edit Project Roles Web	Assign Project Roles	Assign Project Roles
Create a Project Specific Permissions Template from the Project Directory Web
Customise the Column Display in the Directory Tool Web
Delete a Distribution Group from the Project Directory Web
Download vCard for a User Account in the Project Directory Web
Edit a Company in the Project Directory Web Android	Create and Edit Companies	Create and Edit Companies
Edit a Distribution Group Web	Create and Edit Distribution Groups	Create and Edit Distribution Groups
Edit an Active Account in the Project Directory Web iOS Android	Create and Edit Users	Create and Edit Users	Only users with 'Admin' level permissions can edit inactive user accounts.
Edit an Inactive Account in the Project Directory Web iOS Android
Email Forward Contact Information Android
Enable Program Notifications for a User on a Project Web
Enable Weather Delay Alerts by Phone or Email Web
Export the Project Directory to CSV or PDF Web
Forward Contact Information by Email Android
Invite or Reinvite a User to Join a Procore Project Web	Create and Edit Users	Create and Edit Users
Invite a Batch of Users to Join a Procore Project Web	Create and Edit Users	Create and Edit Users
Reactivate a Company in the Project Directory Web
Reactivate a User in the Project Directory Web
Remove a Company from the Project Directory Web	Remove Company from a Project	Remove Company from a Project
Remove a User from a Project Web	Remove User from Project	Remove User from Project
Remove Project Insurance from a Company Record Web
Remove a Batch of User Accounts from a Project Directory Web	Remove User from Project	Remove User from Project
Remove a Batch of Companies from a Project Directory Web	Remove Company from a Project	Remove Company from a Project
Request Company and People Imports Web		Request Company and People Imports
Save Contact to Phone on a Mobile Device iOS Android
Search and Filter the Project Directory Web iOS Android
Send a Message or WhatsApp to a Contact iOS
Set Tenderer Information at the Project Level Web
Switch Between Views in the Project Directory Web
View the Project Directory Web iOS Android			On a mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device.