The following table highlights which user permissions are required on the ERP Integrations tool to perform the described user action.
|Task||None||Read-only||Standard||Admin||Procore point of contact|
|Accept or Reject a Budget Integrated with QuickBooks||*|
|Accept or Reject a Change Order Sent to ERP||*|
|Accept or Reject a Commitment Sent to ERP||*|
|Accept or Reject a Project Sent to ERP||*|
|Add a New Procore Project into QuickBooks||†||†|
|Add a Procore Company into QuickBooks||*|
|Add Standard QuickBooks Cost Codes to a Project||§|
|Add a QuickBooks Job to Procore||*|
|Add a QuickBooks Vendor to the Company Directory||‡|
|Archive a QuickBooks Vendor in Procore||*|
|Configure Cost Code Preferences for QuickBooks||§|
|Configure the ERP Integration Settings|
|Configure the Sync Schedule for QuickBooks|
|Configure the Vendor Type Import Settings|
|Consolidate and Link Vendors to Companies|
|Consolidate Duplicates in the Company Directory||*|
|Export a Change Order from Procore to QuickBooks||*|
|Export a Commitment from Procore to QuickBooks||*|
|Install and Configure the QuickBooks Web Connector|
|Link a QuickBooks Vendor to a Procore Company||‡|
|Perform an On-Demand Sync|
|Re-send a Rejected Change Order to ERP||¶|
|Re-send a Rejected Commitment to ERP||¶|
|Refresh the Vendor List|
|Request to Enable ERP Integration for QuickBooks||\\|
|Restore an Archived QuickBooks Vendor|
|Retrieve a Budget from ERP||**|
|Retrieve a Change Order from ERP||¶|
|Retrieve a Commitment from ERP||¶|
|Retrieve a Project from ERP||§|
|Retrieve a QuickBooks Job from ERP||§|
|Send a Budget to ERP||**|
|Send a Change Order to ERP||¶|
|Send a Commitment to ERP||¶|
|Sync QuickBooks Data with Procore|
|Unlink a QuickBooks Vendor|
|View an Accountant Report|
|View the Archived Vendors List|
* The user also requires the 'Can Push to Accounting' privilege. To submit a request for this privilege, contact your Procore point of contact.
† The user also requires 'Admin' level permission to the company's Portfolio tool or 'Standard' level permission to the company's Portfolio tool and the 'Add New Project' privilege. To submit a request for this privilege, contact your Procore point of contact.
‡ The user requires 'Admin' level permission to the company's Directory tool.
§ The user requires 'Admin' level permission to the company's Admin tool.
¶ The user requires 'Admin' level permission to the Change Orders and Commitments tools.
\\ The user must be a Company Administrator to submit a request.
** The user requires 'Admin' level permission on the project's Budget tool.
The following table highlights which user permissions are typically granted to a user based on their job role on a project. A user's permissions for a specific tool are granted on a per project basis. To learn how to create permission templates that you can apply to groups of users based on their job role, see Create User Permission Templates.
|Owner / Construction Manager|