Permissions

Last updated
Save as PDF
Share
1. Share
2. Tweet
3. Share

Learn which user permissions are required to take the described actions in this tool.

Important

Some actions that impact this tool are done in other Procore tools.

 |  | 

The action is available on Procore's Web, iOS, and/or Android application.

Users can take the action with this permission level.

Users can take this action with this permission level AND one or more additional requirements, like granular permissions.

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

Workflows Tool Tutorials Action	Read Only	Standard
Assign a Workflow Template to a Project Web	Assign Workflow Templates to all Projects	Assign Workflow Templates to all Projects
Configure Settings: Workflows Web
Create a Workflow Template Web
Create and Manage Custom Workflow Responses Web
Delete a Draft Workflow Template Web	Delete Workflow Templates	Delete Workflow Templates
Duplicate a Workflow Template Web
Edit a Workflow Template Web	Create and Edit Workflow Templates
Enable Self-Serve Workflows for your Company Web
Publish a Workflow Template Web
Restart Workflow Templates on Project Items Web	Can be Workflow Manager Can start workflows	Can be Workflow Manager Can start workflows
View Workflow Templates Web

Legacy Workflows

* If your company purchased the legacy Workflows tool, your company's Procore Administrator must submit an enablement request to your company's Procore point of contact. Your Procore Administrator will work with your Procore point of contact to create workflows.