Permissions
ERP Integrations: QuickBooks
The following table highlights which user permissions are required on the ERP Integrations tool to perform the described user action.
This page details the Procore tools and minimum permissions required to complete specific tasks when your company's Procore account has the ERP Integrations tool configured to work with QuickBooks.
1 Also requires the 'Can Push to Accounting' privilege.
2 Also requires the 'Create Purchase Order' and/or 'Create Subcontract' granular permission. For special use cases, Read-Only users can also be granted granular permission to perform these tasks. See Grant Granular Permissions in a Project Permissions Template.
3 Also requires the 'Update Purchase Order' and/or 'Update Subcontract' granular permission. For special use cases, Read-Only users can also be granted granular permission to perform these tasks. See Grant Granular Permissions in a Project Permissions Template.
4 Also requires the 'Admin' level permission on the ERP Integrations tool.
5 Also requires the 'Create and Edit Companies' granular permission. For special use cases, Read-Only users can also be granted granular permission to perform this task. See Grant Granular Permissions in a Project Permissions Template.
6 The Project level report also requires 'Read-only' level permission on the Budget and Prime Contract tool. The Company level report does NOT support 'Standard' level permission access.
7 Also requires the 'Add New Project' privilege. See Allow Users to Create New Projects.
8 Also requires 'Admin' level permission on the Commitments tool.
Job Role
The following table highlights which user permissions are typically granted to a user based on their job role on a project. A user's permissions for a specific tool are granted on a per project basis. To learn how to create permission templates that you can apply to groups of users based on their job role, see Create User Permission Templates.
Job Role | None | Read Only | Standard | Admin |
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Accountant | ![]() |
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Architect | ![]() |
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Company Administrator | ![]() |
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Owner / Construction Manager | ![]() |
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Project Manager | ![]() |
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Subcontractor | ![]() |
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Superintendent | ![]() |