Company Level Reports
The following table highlights which user permissions are required to perform the described user action.
|Configure Advanced Settings: Company Level Reports|
|Assign a Custom Report to All Projects|
|Create a Custom Company Report|
|Create User Sessions Report|
|Delete a Custom Company Report||*|
|Distribute a Custom Company Report||*|
|Download an Open Submittals Report||†||†|
|Edit a Company Level Custom Report||*|
|View Company Reports||*|
* Users can only edit, distribute, delete, and view the reports they created.
† The Company Level Open Submittals Report must be enabled on the backend by Procore. See Request to Enable the Open Submittals Report
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 Manage Permission Templates.
|Owner / Construction Manager|