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Procore

Permissions

RFIs

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

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

Task None Read-only Standard Admin
Add a Related Item to an RFI        icon_checkmark_h17.png
Add a Response to an RFI as an Assignee     icon_checkmark_h17.png icon_checkmark_h17.png
Add a Submittal or Submittal Package to an RFI       icon_checkmark_h17.png
Add Assignees to an RFI as an Assignee on an RFI     icon_checkmark_h17.png1 icon_checkmark_h17.png
Choose an "Official Response" for an RFI       icon_checkmark_h17.png
Close an RFI   mobile-icon-sm.png       icon_checkmark_h17.png
Configure Settings: RFIs       icon_checkmark_h17.png
Create a Potential Change Order from an RFI       icon_checkmark_h17.png
Create an RFI  mobile-icon-sm.png     icon_checkmark_h17.png2 icon_checkmark_h17.png
Create and View a Custom RFI Report     icon_checkmark_h17.png icon_checkmark_h17.png
Customize the Column Display in the RFIs Tool   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Delete a Response to an RFI       icon_checkmark_h17.png
Designate an Assignee on a RFI     icon_checkmark_h17.png icon_checkmark_h17.png
Designate the Default RFI Manager for a Project's RFIs       icon_checkmark_h17.png
Edit a Custom RFI Report     icon_checkmark_h17.png3 icon_checkmark_h17.png
Edit an RFI  mobile-icon-sm.png     icon_checkmark_h17.png2 icon_checkmark_h17.png
Email Forward an RFI   mobile-icon-sm.png     icon_checkmark_h17.png icon_checkmark_h17.png
Export an RFI to PDF   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Export the RFIs List to CSV or PDF   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Reopen an RFI mobile-icon-med.png       icon_checkmark_h17.png
Reply to an RFI  mobile-icon-sm.png     icon_checkmark_h17.png4 icon_checkmark_h17.png
Resize the Column Width in the RFIs Log   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Retrieve an RFI from the Recycle Bin       icon_checkmark_h17.png
Search for and Filter RFIs   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Send an RFI to the Recycle Bin       icon_checkmark_h17.png
Share a Custom RFI Report       icon_checkmark_h17.png
Shift the Ball in Court on a RFI       icon_checkmark_h17.png
View RFIs mobile-icon-sm.png    icon_checkmark_h17.png5 icon_checkmark_h17.png5 icon_checkmark_h17.png
View the Distribution History of a Custom RFI Report       icon_checkmark_h17.png

1 The user adding to the RFI's 'Assignee' list must first be designated as an 'Assignee.'

2 Users with 'Standard' level permission can only create (or edit) RFIs in the 'Draft' status. In addition, users with 'Standard' level permission can only add 'Admin' level users to the Assignee field on an RFI.

3 Users with 'Standard' level permission can only edit the custom reports that they create.

4 'Users with Standard' level permission can reply to RFIs is they have been added as members of the RFI's distribution list. 

5 When an RFI is marked 'Private, users with 'Read-Only' or 'Standard' level permission ca see the RFI only if they have (1) been added to the RFi's distribution list or (2) designated as an Assignee on the RFI.

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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