What granular permissions are available for the company's Bid Board tool?

Background

In 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 the company's Bid Board tool.

Answer

Granular Permission Name Granular Permission Description
Can access projects for all users Grants users the privilege to view and access all projects in the company's Bid Board, instead of only the projects that they are assigned to as 'Estimator'. See View the Bid Board.
Can edit Project details Grants users the privilege to edit Bid Board project details. See Edit a Bid Board Project.
Can manage Documents Grants users the privilege to manage documents for Bid Board projects. See Delete Documents from a Bid Board Project.
Can manage Notes and Tasks Grants users the privilege to manage notes and tasks in Bid Board projects. See Add or Manage Notes in a Bid Board Project and Add or Manage Tasks in a Bid Board Project.
Can export Estimate and Bid documents Grants users the privilege to export estimates and bid documents in Bid Board projects. See Export an Estimate from a Bid Board Project and Export a Bid from a Bid Board Project.

See Also