Integration by Ryvit - User Permissions

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This page details the Procore tools and minimum permissions required to complete specific tasks when using the Integration by Ryvit.

Company Level Tools

Admin Tool

Task	None	Read Only	Standard	Admin
Integration by Ryvit: Configure Cost Code Preferences for Viewpoint® Vista™

Directory Tool

Task	None	Read Only	Standard	Admin
Integration by Ryvit: Consolidate and Link Viewpoint® Vista™ Vendors and Procore Company Records
Integration by Ryvit: Link Viewpoint® Vista™ Vendors and Procore Company Records
Integration by Ryvit: Remove Duplicate Company Records from the Company Directory
Send a Procore Company to ERP Integrations for Accounting Acceptance

ERP Integrations Tool

Task	Read Only	Standard	Admin
Integration by Ryvit: Accept or Reject a Budget for Export to Viewpoint® Vista™
Integration by Ryvit: Accept or Reject a Commitment for Export to Viewpoint® Vista™
Integration by Ryvit: Accept or Reject a CCO for Export to Viewpoint® Vista™
Integration by Ryvit: Accept or Reject a Company for Export to Viewpoint® Vista™
Integration by Ryvit: Accept or Reject a Prime Contract Change Order (PCCO) for Export to Viewpoint® Vista™
Integration by Ryvit: Accept or Reject a Project for Export to Viewpoint® Vista™
Integration by Ryvit: Add a Viewpoint® Vista™ Job to Procore		²
Integration by Ryvit: Add a Procore Project to Viewpoint® Vista™
Integration by Ryvit: Add Viewpoint® Vista™ Standard Cost Codes to a Project
Integration by Ryvit: Archive a Company Record in Procore
Integration by Ryvit: Assign Default Cost Types To Viewpoint® Vista™ Cost Codes
Integration by Ryvit: Configure Cost Code Preferences for Viewpoint® Vista™
Integration by Ryvit: Configure ERP Integrations Settings for Viewpoint® Vista™
Integration by Ryvit: Consolidate and Link Viewpoint® Vista™ Vendors and Procore Company Records
Integration by Ryvit: Create and Sync Viewpoint® Vista™ Vendors and Procore Companies			⁴
Integration by Ryvit: Delete a Commitment Synced with Viewpoint® Vista™
Integration by Ryvit: Export a Procore Budget to Viewpoint® Vista™
Integration by Ryvit: Export a Commitment to Viewpoint® Vista™
Integration by Ryvit: Export a Commitment Change Order (CCO) to Viewpoint® Vista™
Integration by Ryvit: Export a Prime Contract Change Order (PCCO) to Viewpoint® Vista™
Integration by Ryvit: Import an Original Estimate from Viewpoint® Vista™ into Procore
Integration by Ryvit: Import a Viewpoint® Vista™ Vendor Record to Procore
Integration by Ryvit: Link Viewpoint® Vista™ Vendors and Procore Company Records
Integration by Ryvit: Re-import an Original Estimate from Viewpoint® Vista™ into Procore
Integration by Ryvit: Re-import a Prime Contract into Procore from Viewpoint® Vista™
Integration by Ryvit: Request to Connect Procore to Viewpoint® Vista™
Integration by Ryvit: Restore an Archived Procore Company
Integration by Ryvit: Retrieve a Budget from ERP Integrations Before Acceptance
Integration by Ryvit: Retrieve a Commitment from ERP Integrations Before Acceptance
Integration by Ryvit: Retrieve a CCO from ERP Integrations Before Acceptance
Integration by Ryvit: Retrieve a Company from ERP Integrations Before Acceptance
Integration by Ryvit: Retrieve a PCCO from ERP Integrations Before Acceptance
Integration by Ryvit: Search the ERP Integrations Tool
Integration by Ryvit: Setup the Ryvit Service to Connect Procore to Viewpoint® Vista™	³ Requires permission to create accounts in Integration by Ryvit
Integration by Ryvit: Sync Procore Projects with Viewpoint® Vista™ Jobs
Integration by Ryvit: Unlink a Viewpoint® Vista™ Vendor and Procore Company Record
Integration by Ryvit: Update Project Cost Codes for Export to Viewpoint® Vista™
Integration by Ryvit: View an Accountant Report for Viewpoint® Vista™
Integration by Ryvit: View the Archived Vendors List for Viewpoint® Vista™
Integration by Ryvit: View a Job Costs Report for Viewpoint® Vista™

¹An accounting approver is a user with either 'Standard' or 'Admin' permissions to the ERP Integrations tool who has been granted the 'Can Push to Accounting' privilege. See What is the Accounting Approver role?

² Requires 'Standard' level permission to the ERP Integrations tool and one (1) of the following: (1) 'Admin' level permission on the Company Directory or a Procore user account that has been granted the 'Create New Project' privilege. See Allow Users to Create New Projects.

³ This task is performed in Viewpoint ^® Vista™ and requires the user to have permission to create accounts.

⁴ This task also requires 'Admin' level permission to the Company Directory.

Project Level Tools

Admin Tool

Task	None	Read Only	Standard	Admin
Integration by Ryvit: Refresh the Viewpoint® Vista™ Phase Codes on a Project

Bidding Tool

Task	None	Read Only	Standard	Admin
Award a Winning Bid and Convert it to a Purchase Order
Award a Winning Bid and Convert it to a Subcontract

Budget Tool

Task	None	Read Only	Standard	Admin
Integration by Ryvit: Send a Budget to ERP Integrations for Accounting Acceptance

Commitments Tool

Task	None	Read Only	Standard	Admin
Create a Commitment
Create a Commitment Change Order
Create a Purchase Order
Create a Subcontract
Integration by Ryvit: Delete a Commitment Synced with Viewpoint® Vista™
Integration by Ryvit: Request to Reset a Commitment Synced with the Viewpoint® Vista™
Integration by Ryvit: Resend a Rejected Commitment to ERP Integrations for Accounting Acceptance
Integration by Ryvit: Send a Change Order to ERP Integrations for Accounting Acceptance
Integration by Ryvit: Send a Commitment to ERP Integrations for Accounting Acceptance

Directory Tool

Task	Standard	Admin
Integration by Ryvit: Create and Sync Vendors withViewpoint® Vista™		¹
Integration by Ryvit: Export a Vendor/Company to the Viewpoint® Vista™	<²
Integration by Ryvit: Retrieve a Company from ERP Integrations Before Acceptance		¹
Integration by Ryvit: Resend a Rejected Company to ERP Integrations for Accounting Acceptance
Integration by Ryvit: Send a Procore Company to ERP Integrations for Accounting Acceptance

¹ This task also requires 'Admin' level permission to the ERP Integrations tool.

2 An accounting approver can be either (1) a user with Admin permissions to the ERP Integrations tool or (2) a users with 'Standard' permission who has been granted the 'Can Push to Accounting' privilege. See What is the Accounting Approver role?

Prime Contract Tool

Task	None	Read Only	Standard	Admin
Integration by Ryvit: Export a PCCO to Viewpoint® Vista™
Integration by Ryvit: Accept or Reject a Prime Contract Change Order for Export to Viewpoint® Vista™			<¹
Integration by Ryvit: Send a Prime Contract Change Order to ERP Integrations for Accounting Acceptance			<¹
Integration by Ryvit: Resend a Rejected Primee Contract Change Order to ERP Integrations for Accounting Acceptance

¹ An accounting approver can be either (1) a user with Admin permissions to the ERP Integrations tool or (2) a users with 'Standard' permission who has been granted the 'Can Push to Accounting' privilege. See What is the Accounting Approver role?