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Procore

What granular permissions are available for the project's Submittals 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 project's Submittals tool.

Answer

Granular Permission Name Granular Permission Description
Apply Submittal Workflow Template

Grants a user with 'Standard' level permissions on the Submittals tool the privilege to apply a submittal workflow template to an individual submittal.

Users with 'Read Only' permissions on the Submittals tool must also be assigned the 'Create Submittal' granular permission to be able to assign a submittal workflow template to a submittal.

This granular permission does NOT apply to bulk application of submittal workflow templates.

Create Submittal Grants a user the privilege to create submittal items.
Create Submittal Package Grants a user the privilege to create submittal packages.
View Private Submittals Associated to Users within Same Company Grants a user the privilege to view a submittal marked 'Private' if another user in their company is the submittal's creator or is designated as the Submittal Manager, a Submitter, an Approver, or a Distribution List member.