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Procore

Permissions

Forms

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

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

Task None Read-only Standard Admin
Configure Advanced Settings: Forms      

icon_checkmark_h17.png

Create a Company Level Form Template       icon_checkmark_h17.png
Delete a Company Level Form Template       icon_checkmark_h17.png
View a Form mobile-icon-med.png   icon_checkmark_h17.png icon_checkmark_h17.png1 icon_checkmark_h17.png
Fill out a Form mobile-icon-med.png     icon_checkmark_h17.png  icon_checkmark_h17.png
Search for and Filter Forms   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Email a Form mobile-icon-med.png     icon_checkmark_h17.png icon_checkmark_h17.png
Export the Forms List to a CSV or PDF   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Download a Project Level Form   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Upload a Completed Fillable PDF     icon_checkmark_h17.png icon_checkmark_h17.png
Edit a Project Level Form mobile-icon-med.png       icon_checkmark_h17.png
Delete a Project Level Form mobile-icon-med.png       icon_checkmark_h17.png
Retrieve a Project Level Form from the Recycle Bin       icon_checkmark_h17.png

'Standard' users can view forms marked as private that they have created.
 

Job Role

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.

Job Role None Read-only Standard Admin
Architect icon_checkmark_h17.png      
Company Administrator       icon_checkmark_h17.png
Engineer icon_checkmark_h17.png      
Owner / Construction Manager icon_checkmark_h17.png      
Project Manager       icon_checkmark_h17.png
Subcontractor     icon_checkmark_h17.png  
Superintendent     icon_checkmark_h17.png  

 

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