(Beta) What granular permissions are available for Correspondence Workflows?
In Beta
To learn more about the Company Level Workflows tool, see About the Workflows Beta Program.Background
At Procore, the term granular permissions refers to task-based privileges that can be granted to users with 'Read Only' or 'Standard' level permissions on certain tools through the users' assigned permissions templates. The table below shows the granular permissions that are available for Correspondence Workflows.
Answer
| Granular Permission Name | Description |
|---|---|
| View Workflow Templates as an Assignee | Grants users the privilege to view the workflow template assigned to a correspondence item. |
| View Complete Workflow History | Grants users the privilege of viewing a workflow's entire response history when they are participants in the correspondence workflow. |
| View Previous Step History Only | Grants users the privilege of viewing a correspondence workflow's previous step when they are participants in the workflow. |
| Can Act as a Workflow Manager | Grants users the privilege of acting as a workflow manager for the correspondence type. See (Beta) What are the different roles within Custom Workflows? |
| Can Start Workflows | Grants users the privilege of restarting a workflow. See Start a Custom Workflow. Note: Workflows are started automatically when a correspondence item is created. This granular permission allows a user to restart a workflow. |
| Configure Workflow Templates | This task is restricted to users with Admin level permissions. |