What are Super Private correspondence types?
Answer
A super private correspondence is a feature in Procore that provides an additional layer of privacy for correspondence items. The key features of a super private correspondence include:
- Enhanced Privacy: When a correspondence type is marked as 'Super Private' and an item of that type is set to 'Private,' it can only be viewed by a limited group of users. This gives you more control over who can view sensitive information.
- Restricted Access: Even users with 'Admin' level permissions cannot view these items unless they are directly involved.
- Reporting Limitations: Super Private correspondence items are excluded from standard reports, including Single Tool Reporting, 360 Reporting, and Procore Analytics.
Who can view a Super Private correspondence item?
When an item is marked as both 'Super Private' and 'Private', only the individuals below can see it.
Important
- These access levels apply to the Procore web application, Procore for Mobile (Android & iOS), Procore Extracts, Procore Webhooks, and the Procore API.
- Correspondence marked 'Super Private' will not appear in Single Tool Reporting, 360 Reporting, or Procore Analytics. See Correspondence: Specific Data Access Permissions for Source Tools.
| Role |
Access Level |
| Creator |
Can view items with any status |
| Assignees |
Can view items with 'Open' or 'Closed' status |
| Distribution Members |
Can view items with 'Open' or 'Closed' status |
| 'Received From' Field |
Anyone added to the field can view items with 'Open' or 'Closed' statuses |
Notes
'Admin' level permissions on the Correspondence tool alone are insufficient for viewing a 'Private' item when 'Super Private' is turned ON. An exception exists if the 'View Private Items Accessible to Users within Same Company' granular permission is enabled on a user's permissions template. When the conditions below are met, this gives additional 'Admin' users viewing access to correspondence with an 'Open' or 'Closed' status:
- Users at the same company as the item's Creator.
- Users at the same company as the Assignee.
- Users at the same company as a Distribution Member.
- Users at the same company as someone in the 'Received From' field.
Enabling Super Private Correspondence
The 'Super Private' setting can be enabled for specific correspondence types at the company level.
- For customers in Australia and New Zealand, this feature is turned on by default for all correspondence types.
- For Procore customers in all other regions, this optional feature can be configured with the help of a Procore point of contact.