Emails (Project Level)
Procore's Project level Emails tool is designed to store, track, and manage project emails. General contractors using this tool typically restrict access permissions for this tool to its internal employees.
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The following table highlights which user permissions are required to perform the described user action.
|Apply a Tag to an Email Message|
|Archive a Message in the Email Tool|
|Configure Advanced Settings: Emails|
|Create a Tag to Filter Email Messages|
|Create an Email|
|Export an Email Message as a PDF|
|Delete an Email (see Send an Email to the Recycle Bin)|
|Delete a Tag from an Email Message|
|Delete a Tag from the Emails Tool|
|Filter Email Messages by Tag|
|Add an Email Signature to Procore Emails|
|Mark Email as Private|
|Reply to an Email Sent from the Emails Tool|
|Restore an Archived Email Message|
|Retrieve an Email from the Recycle Bin|
|Search the Emails Tool for Messages|
|Send an Email to the Recycle Bin|
|Send an Inbound Email to the Project's Emails Tool||1|
|Set Up Your Outbound Email Signature||2||2||2|
|Reply to an Email Using the Emails Tool|
|View all Public and Private Emails|
1 Anyone who knows the inbound email address can send an email to the project's Emails tool, whether or not they are a Procore user. See Send an Inbound Email to the Project's Emails Tool.
2 The ability to set up an email signature is available under your name in the top-right corner of the Procore web application by selecting the 'My Settings' menu option.
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|
Below are the notable changes to the Project level Emails tool.
Your Procore point of contact now has the ability to configure the Emails tool to display the 'To' and 'CC' fields below the item's details, rather than at the top of an email message. By default, this setting is disabled. When enabled, this setting affects the Emails tool in all projects. To enable this configuration in Procore, a user with 'Admin' level permission to the company's Admin tool must submit a request to your company's Procore point of contact.
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