Procore iOS App - User Permissions

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

The following table highlights which user permissions are required to perform the described user action from Procore's mobile application and whether it is available on an Android and/or iOS device. To learn how to use touch commands on your mobile device, see What are Touch Commands?

Click this icon in the chart below to see the corresponding iOS tutorial for that functionality.

Click this icon in the chart below to see the corresponding Android tutorial for that functionality.

* This action can be performed in offline mode (i.e. when an active network connection is not available on your mobile device). Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.

** This asset/item can be viewed or edited in offline mode provided that the asset/item was previously viewed and cached on your mobile device.

Action Plans	Directory	Meetings	Schedule
Announcements	Documents	Models	Sidebar Screen
Camera	Drawings	My Time	Specifications
Change Events	Equipment	Observations	Submittals
Commitments	Forms	Photos	Tasks
Conversations (Beta)	Incidents	Prime Contracts	Timesheets
Coordination Issues	Inspections	Project Dashboard	T&M Tickets
Correspondence	Instructions	Project Overview Screen	Sidebar Screen
Crews	Documents	Punch List	Specifications
Daily Log	Locations	RFIs	Submittals

Action Plans

Important

Permissions

What granular permissions are available for the project's Action Plans tool?

Action	Read Only	Standard	Notes
Add Records to Action Plan Items Web iOS Android	Add Records OR Create and Edit Action Plan		You must also have permissions to view the item in the respective tool.
Approve an Action Plan to be Performed Web iOS Android	Sign as Action Plan Approver
Approve an Action Plan to be Performed on Behalf of Another User Web iOS Android	Sign as Action Plan Approver for Users within the Same Company	Sign as Action Plan Approver for Users within the Same Company
Create an Action Plan Web	Create and Edit Action Plan	Create and Edit Action Plan	The granular permission also allows users to add records, edit line item statuses, and edit item notes.
Create and Edit a Project Level Action Plan Template Web	Create and Edit Project Templates	Create and Edit Project Templates
Delete an Action Plan Web	Delete Action Plan	Delete Action Plan
Edit Item Notes Web iOS Android	Edit Item Notes as Action Plans Assignee OR Create and Edit Action Plan	Edit Item Notes as Action Plans Assignee OR Create and Edit Action Plan	Users with the granular permissions can only take this action if they are the Assignee of the item or if they created the action plan.
Edit Action Plan Item Status Web iOS Android	Edit Item Status as Action Plans Assignee OR Create and Edit Action Plan	Edit Item Status as Action Plans Assignee OR Create and Edit Action Plan	Users with the granular permissions can only take this action if they are the Assignee of the item or if they created the action plan.
Edit an Action Plan Web	Create and Edit Action Plan	Create and Edit Action Plan	To perform this action, the user must also have 'Read Only' or higher permissions within the Project Directory.
Configure Action Plans Notifications Web	Edit Notifications	Edit notifications
Export an Action Plan Web
Perform an Action Plan Web iOS Android			This action involves many sub actions. See the required permissions for the following actions: Add Records Request Records in Published Plans Edit Action Plan Item Notes Edit Action Plan Item Status Sign for Action Plan Items
Sign an Action Plan Item for Items Assigned to You Web iOS Android	Sign as Action Plan Assignee
Sign an Action Plan Item for Any User Web iOS Android	Sign as Action Plan Assignee for Any User	Sign as Action Plan Assignee for Any User
Sign an Action Plan Item for Users within the Same Company Web iOS Android	Sign as Action Plan Assignee for Users within the Same Company	Sign as Action Plan Assignee for Users within the Same Company
Remove Records from Items Web iOS Android	Remove Records
Request Records in Published Plans Web iOS Android	Add Record Requests to Published Plans as Assignee		Users with the granular permissions can only take this action if they are the Assignee of the item or if they created the action plan.
Search for and Filter Action Plans Web iOS Android
Sign a Completed Action Plan as Yourself Web iOS Android	Sign as Completed Action Plan Receiver
Sign a Completed Action Plan for Another User within the Same Company Web iOS Android	Sign as Completed Action Plan Receiver for Users within the Same Company	Sign as Completed Action Plan Receiver for Users within the Same Company
View an Action Plan Web iOS Android

Announcements

Important

Permissions for Announcements are granted by assigning permissions for the Project level Home tool.

Action

None

Read Only

Standard

Admin

Notes

Create Announcements

iOS Android

View Announcements

iOS Android

Camera

Important

Action

None

Read Only

Standard

Admin

Notes

Take and Add Photos to an Album with the Camera Tool

iOS Android

Change Events

Important

Action	None	Read Only	Standard	Admin	Notes
Add a Line Item to a Change Event iOS Android					This item can be viewed or edited offline provided that the item was previously viewed and cached on your mobile device. Tasks performed offline will sync with Procore once a network connection has been reestablished.
Create a Change Event iOS Android					This action can be performed offline. Tasks performed offline will sync with Procore once a network connection has been reestablished.
Edit a Change Event that you created iOS Android					This action can be performed offline. Tasks performed offline will sync with Procore once a network connection has been reestablished.
Edit a Change Event that someone else created iOS Android					This item can be viewed or edited offline provided that the item was previously viewed and cached on your mobile device. Tasks performed offline will sync with Procore once a network connection has been reestablished.
Search and Filter Change Events iOS Android					This action can be performed offline provided that the item was previously viewed and cached on your mobile device.
View Change Events Summary iOS Android					This item can be viewed offline provided that the asset/item was previously viewed and cached on your mobile device.

Commitments

Important

What granular permissions are available for the project's Commitments tool?

Action	Read Only	Standard	Notes
Create a Purchase Order Web iOS Android	Create Purchase Order Contract	Create Purchase Order Contract	This action can be performed offline. Tasks performed offline are sync with Procore once a network connection is reestablished.
Edit a Commitment's Schedule of Values Web iOS Android	Update Purchase Order Contract AND Update Work Order Contract	Update Purchase Order Contract AND Update Work Order Contract	This item can be viewed or edited offline provided that the item was previously viewed and cached on your mobile device. Tasks performed offline sync with Procore once a network connection is reestablished.
Edit a Purchase Order Web iOS Android	Update Purchase Order Contract AND Update Work Order Contract	Update Purchase Order Contract AND Update Work Order Contract	This item can be viewed or edited offline provided that the item was previously viewed and cached on your mobile device. Tasks performed offline sync with Procore once a network connection is reestablished.
Search Commitments Web iOS Android			This item can be viewed or edited offline provided that the item was previously viewed and cached on your mobile device. Tasks performed offline sync with Procore once a network connection is reestablished.
View Change Orders Web iOS Android			This item can be viewed or edited offline provided that the item was previously viewed and cached on your mobile device. Tasks performed offline sync with Procore once a network connection is reestablished.
View Inclusions/Exclusions for Subcontracts Web iOS Android			This item can be viewed or edited offline provided that the item was previously viewed and cached on your mobile device. Tasks performed offline sync with Procore once a network connection is reestablished.
View Purchase Orders and Subcontracts Web iOS Android			This item can be viewed or edited offline provided that the item was previously viewed and cached on your mobile device. Tasks performed offline sync with Procore once a network connection is reestablished.

Conversations (Beta)

The following table highlights which user permissions are required to perform the described user action. Click the Mobile Platform links in the table to navigate to the relevant support articles.

Note: The Conversations tool does not have its own set of permissions to assign, and instead relies on users being part of a project's Directory and having access to items within that project. See the notes below the table for specific considerations.

Task	Permissions				Mobile Platform
Task	None	Read Only	Standard	Admin	iOS	Android
Create a Group in the Conversations Tool				¹	iOS	Android
Edit or Delete a Message in the Conversations Tool		²	²	²	iOS	Android
Manage a Group in the Conversations Tool				¹	iOS	Android
Manage Push Notifications for the Conversations Tool		²	²	²	iOS	Android
Mention a User in a Conversation		²	²	²	iOS	Android
Send a Message in the Conversations Tool		²	²	²	iOS	Android
View Messages in the Conversations Tool		²	²	²	iOS	Android

¹ By default, only Company Admins can create and manage groups for group conversations. However, the 'Create and Manage Groups' privilege can be enabled for internal employees, or everyone in the Company Directory. See Configure Access and Settings for the Conversations Tool.

² This action can be performed by any user in the project's Directory (for their own conversations and items that they have access to). See the specific considerations below:

Direct Messages:
- If Direct Messages are enabled for the account, anyone in the project's Directory (and Company Admins) can be messaged or mentioned.
- If Direct Messages are only enabled for internal employees, only users marked as employees of the company can be messaged or mentioned. See How do I add someone as an employee of my company?
- Direct messages are private and can only be seen by the individuals in the message. Admin users cannot view direct messages that they are not a part of.
  Note: A data export containing direct messages can be provided to Company Admins by Procore Support if needed.
Group Conversations:
- Anyone in the project's Directory (and Company Admins) can be messaged or mentioned in a group.
- Messages within a group conversation can only be seen by members of that group.
Item Conversations:
- Conversations for specific items in a project can only be viewed and participated in by users with access to the item in Procore ('Read Only' or higher permissions to the item's tool, and appropriate access if an item is marked as Private).
All conversations:
- Users can only message or mention users who exist in the project's Directory, as well as Company Admins.
- Users can only edit and delete their own messages (within 5 minutes of sending, and if the feature is enabled).
- Users can only hide a conversation from their own view.

Coordination Issues

Important

Action	None	Read Only	Standard	Admin	Notes
Add a Comment to a Coordination Issue iOS					This action can be performed offline. Tasks performed offline are synced with Procore after a network connection has been reestablished.
Edit a Coordination Issue iOS					This item can be viewed or edited offline provided that the asset/item was previously viewed and cached on your mobile device.
Search for and Filter Coordination Issues iOS					This item can be viewed or edited offline provided that the asset/item was previously viewed and cached on your mobile device.
View the Activity Feed of a Coordination Issue iOS					This action can be performed offline. Tasks performed offline are synced with Procore after a network connection has been reestablished.

Correspondence

Important

PERMISSIONS

What granular permissions are available for the project's Correspondence tool?

Action	Read Only	Standard	Admin	Notes
Add a Related Item to a Correspondence Item Web				Standard users can perform this task for correspondence items that they created.
Archive a Correspondence Item Web
Change the Status of a Correspondence Item You Created Web	Create Item (for 'Draft' items) OR Edit Open Items They Create (for 'Open' items)			Users with 'Read Only' level permissions need 'Create Item' granular permissions to change the status of a 'Draft' item that they created. Users with 'Read Only' level permissions need 'Edit Open Items They Create' granular permissions to change the status of an 'Open' item that they created.
Change the Status of a Correspondence Item Someone Else Created Web
Complete a Correspondence Item with DocuSign® Web				Admin permissions needed on the correspondence type for which you want to initiate, download, or withdraw a DocuSign®.
Configure Advanced Settings: Correspondence Web
Create a Correspondence Item Web iOS Android	+ Create Item			On a mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device. Tasks performed offline sync with Procore when a network connection is reestablished.
Create and Link a New Correspondence Item from a Correspondence Response Web	+ Create Item	+ Create Item		These are the permission levels needed on the correspondence type used to create the new item.
Create and Link an RFI to an Existing Correspondence Item Web	Create Item	Create Item		All levels need additional permissions in the project's RFI tool: Create and link a 'Draft' RFI: 'Standard' level permissions or higher on the project's RFI tool. Create and link an 'Open' or 'Closed' RFI: 'Standard' level permissions on the project's RFI tool with 'Act as RFI Manager' granular permissions enabled on your permissions template. Or "Admin' level permissions on the project's RFI tool.
Create and Link a Change Event to an Existing Correspondence Item Web	Create Item	Create Item		All levels need additional permissions: 'Standard' level permissions or higher in the project's Change Events tool.
Create and Link a Correspondence Item to an Existing Correspondence Item Web				All levels need additional permissions in the new item's correspondence type: 'Read Only' level permissions on the new item's correspondence type with the 'Create Item' granular permissions enabled on your permissions template. OR 'Standard' level permissions or higher on the new item's correspondence type.
Customize the Column Display in the Correspondence Tool Web
Edit a Correspondence Item You Created Web iOS Android	+Create Item (for 'Draft' Items) OR + Edit Open Items They Created (for 'Open' Items)			Shows permissions needed for each correspondence type. If the 'non-editable' setting is enabled (by Procore) at the company level, the granular permission 'Edit Open Items they Created' is not available because 'Open' and 'Closed' items cannot be edited by any user or Admin. On a mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device. Tasks performed offline sync with Procore when a network connection is reestablished.
Edit a Correspondence Item Someone Else Created Web iOS Android				Shows permissions needed for each correspondence type. If the 'non-editable' setting is enabled (by Procore) at the company level, it is not possible for any user or Admin to edit a correspondence item that someone else created. On a mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device. Tasks performed offline sync with Procore when a network connection is reestablished.
Export a Correspondence Item Web				User needs access to a correspondence item for this task. See View a Correspondence Item.
Export a List of Correspondence Items Web	(Excludes correspondences marked as Private)	(Excludes correspondences marked as Private)		Learn about Super Private to explore more restrictions on Admin level permissions.
Generate a QR Code for a Correspondence Item Web				User needs access to a correspondence item for this task. See View a Correspondence Item.
Link a Correspondence Item on your personal layer on a drawing Web				All levels need additional permissions: 'Read Only' level permissions or higher on the project's Drawings tool.
Link a Correspondence Item and publish the markups to the drawing Web	Additional permissions in Drawings tool	Additional permissions in Drawings tool	Additional permissions in Drawings tool	Additional permissions needed in Drawings tool: 'Standard' level permissions or higher on the project's Drawings tool.
Perform Bulk Actions on Correspondence Items Web
Respond to a Correspondence Item Web iOS Android	Respond to Items They are On* OR Respond to Items Accessible to Users within Same Company**	Respond to Items They are On* OR Respond to Items Accessible to Users within Same Company**		On a mobile device, this action can be performed offline. Tasks performed offline sync with Procore when a network connection is reestablished. * In addition to this granular permission, users must be the item's creator or added to the item's 'Assignee' field, 'Received From' field, or 'Distribution' list. **In addition to this granular permission, users must be associated with the same company as the item's creator or added to the item's 'Assignee' field, 'Received From' field, or 'Distribution' list.
Access Workflow information and actions Web	The Granular Permission for the action	The Granular Permission for the action		To learn more about the Workflows tool see About the Workflows.
Scan a Correspondence Item QR Code iOS Android				User needs access to the correspondence item for this task. See View a Correspondence Item.
Search, Sort, and Filter Correspondences Web iOS Android				Users can perform these actions for each correspondence type they have read-only or higher permissions for. On a mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device. Tasks performed offline sync with Procore when a network connection is reestablished.
View a Correspondence Item Web iOS Android	Granular permissions, depending on the item's status and privacy setting	Granular permissions, depending on the item's status and privacy setting	Granular permissions, depending on the item's status and privacy setting	Users may need specific roles or granular permissions to view an item depending on the item's status and privacy setting. Expand the Tip box on View a Correspondence Item to learn more. On a mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device. Tasks performed offline sync with Procore when a network connection is reestablished.

Crews

Important

Permissions

Action	None	Read Only	Standard	Admin	Notes
Add a Worker Web iOS Android					Users must also have the following permissions for the project's Directory Tool to take this action: 'Read Only' or 'Standard' level permissions with the 'Create Contacts' granular permission 'Admin' level permissions Users with 'Standard' level permissions must also be designated as the 'Crew Lead' to take this action.
Create a Crew Web iOS Android
Delete a Crew Web
Edit a Crew Web iOS Android					Users with 'Standard' level permissions must also be designated as the 'Crew Lead' to take this action. On a mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device. Tasks performed offline sync with Procore when a network connection is reestablished.
Edit a Worker Web iOS Android					Users must also have the following permissions for the project's Directory Tool to take this action: 'Read Only' or 'Standard' level permissions with the 'Create Contacts' granular permission 'Admin' level permissions
Remove a Worker Web					Users must also have 'Admin' level permissions on project's Directory tool to take this action.
Search Crews Web
Search for a Worker Web
View a Crew Web iOS Android
View a Worker Web iOS Android

Daily Log

Important

Permissions

What granular permissions are available for the project's Daily Log tool?

Action	Read Only	Standard	Notes
Add a Photo to a Daily Log Entry so that it Populates in the Photos Tool Web			Users must also have 'Read Only' level permissions to the Photos tool to take this action. Users with 'Admin' level permissions can view photos marked as 'private'.
Add a Related Item to a Daily Log Entry Web
Approve Any Daily Log Entry Created by Collaborators Web iOS Android
Approve Copied Daily Log Entries Created by Collaborators Web iOS Android
Configure Advanced Settings: Daily Log Web
Copy a Daily Log Web iOS Android	Copy Log	Copy Log	On an iOS device, this action can be performed in offline. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.
Create a Daily Log Entry from the Calendar View
Create Accident Log Entries Web iOS Android			This action can be performed in offline. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.
Create Pending Accident Log Entries as a Collaborator Web iOS Android	Collaborator Entry Only	Collaborator Entry Only	The granular permission for 'Collaborator Entry Only' has to be on a global template before the option is available in the Daily Log configuration settings. This action can be performed in offline mode. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.
Create Phone Call Entries Web iOS Android			This action can be performed in offline. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.
Create Pending Phone Call Entries as a Collaborator Web iOS Android	Collaborator Entry Only	Collaborator Entry Only	The granular permission for 'Collaborator Entry Only' has to be on a global template before the option is available in the Daily Log configuration settings. This action can be performed in offline mode. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.
Create Daily Construction Report Log Entries Web iOS Android			This action can be performed in offline. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.
Create Pending Daily Construction Report Log Entries as a Collaborator Web iOS Android	Collaborator Entry Only	Collaborator Entry Only	The granular permission for 'Collaborator Entry Only' has to be on a global template before the option is available in the Daily Log configuration settings. This action can be performed in offline mode. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.
Create Daily Log Entries as a Collaborator Web iOS Android	Collaborator Entry Only	Collaborator Entry Only	The granular permission for 'Collaborator Entry Only' has to be on a global template before the option is available in the Daily Log configuration settings.
Create Delay Entries Web iOS Android			This action can be performed in offline mode. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.
Create Pending Delay Entries as a Collaborator Web iOS Android	Collaborator Entry Only	Collaborator Entry Only	The granular permission for 'Collaborator Entry Only' has to be on a global template before the option is available in the Daily Log configuration settings. This action can be performed in offline mode. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.
Create Delivery Entries Web iOS Android			This action can be performed in offline. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.
Create Pending Delivery Entries as a Collaborator Web iOS Android	Collaborator Entry Only	Collaborator Entry Only	The granular permission for 'Collaborator Entry Only' has to be on a global template before the option is available in the Daily Log configuration settings. This action can be performed in offline mode. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.
Create Dumpster Entries Web iOS Android			This action can be performed in offline. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.
Create Pending Dumpster Entries as a Collaborator Web iOS Android	Collaborator Entry Only	Collaborator Entry Only	The granular permission for 'Collaborator Entry Only' has to be on a global template before the option is available in the Daily Log configuration settings. This action can be performed in offline mode. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.
Create Equipment Entries Web iOS Android			This action can be performed in offline mode. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.
Create Pending Equipment Entries as a Collaborator Web iOS Android	Collaborator Entry Only	Collaborator Entry Only	The granular permission for 'Collaborator Entry Only' has to be on a global template before the option is available in the Daily Log configuration settings. This action can be performed in offline mode. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.
Create Inspection Entries Web iOS Android			This action can be performed in offline mode. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.
Create Pending Inspection Entries as a Collaborator Web iOS Android	Collaborator Entry Only	Collaborator Entry Only	The granular permission for 'Collaborator Entry Only' has to be on a global template before the option is available in the Daily Log configuration settings. This action can be performed in offline mode. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.
Create Manpower Entries Web iOS Android			This action can be performed in offline mode. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.
Create Pending Manpower Entries as a Collaborator Web iOS Android	Collaborator Entry Only	Collaborator Entry Only	The granular permission for 'Collaborator Entry Only' has to be on a global template before the option is available in the Daily Log configuration settings. This action can be performed in offline mode. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.
Create Note Entries Web iOS Android			This action can be performed in offline mode. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.
Create Pending Note Entries as a Collaborator Web iOS Android	Collaborator Entry Only	Collaborator Entry Only	The granular permission for 'Collaborator Entry Only' has to be on a global template before the option is available in the Daily Log configuration settings. This action can be performed in offline mode. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.
Create Observed Weather Entries Web iOS Android			This action can be performed in offline mode. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.
Create Plan Revision Entries Web iOS Android			This action can be performed in offline mode. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.
Create Pending Plan Revision Entries as a Collaborator Web iOS Android	Collaborator Entry Only	Collaborator Entry Only	The granular permission for 'Collaborator Entry Only' has to be on a global template before the option is available in the Daily Log configuration settings. This action can be performed in offline mode. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.
Create Productivity Entries Web iOS Android			This action can be performed in offline mode. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.
Create Pending Productivity Entries as a Collaborator Web iOS Android	Collaborator Entry Only	Collaborator Entry Only	The granular permission for 'Collaborator Entry Only' has to be on a global template before the option is available in the Daily Log configuration settings. This action can be performed in offline mode. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.
Create Quantity Entries Web iOS Android			This action can be performed in offline mode. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.
Create Pending Quantity Entries as a Collaborator Web iOS Android	Collaborator Entry Only	Collaborator Entry Only	The granular permission for 'Collaborator Entry Only' has to be on a global template before the option is available in the Daily Log configuration settings. This action can be performed in offline mode. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.
Create Safety Violation Entries Web iOS Android			This action can be performed in offline mode. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.
Create Pending Safety Violation Entries as a Collaborator Web iOS Android	Collaborator Entry Only	Collaborator Entry Only	The granular permission for 'Collaborator Entry Only' has to be on a global template before the option is available in the Daily Log configuration settings. This action can be performed in offline mode. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.
Create Scheduled Work Entries Web iOS Android			This action can be performed in offline mode. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.
Create Pending Scheduled Work Entries as a Collaborator Web iOS Android	Collaborator Entry Only	Collaborator Entry Only	The granular permission for 'Collaborator Entry Only' has to be on a global template before the option is available in the Daily Log configuration settings. This action can be performed in offline mode. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.
Create Timecard Entries for Any User Web iOS Android			This action can be performed in offline mode. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.
Create Timecard Entries for Yourself Web iOS Android			Users with 'Standard' level permissions must also be marked as an employee of your company. This action can be performed in offline mode. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.
Create Visitor Entries Web iOS Android			This action can be performed in offline mode. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.
Create Pending Visitor Entries as a Collaborator Web iOS Android	Collaborator Entry Only	Collaborator Entry Only	The granular permission for 'Collaborator Entry Only' has to be on a global template before the option is available in the Daily Log configuration settings. This action can be performed in offline. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.
Create Waste Entries Web iOS Android			This action can be performed in offline mode. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.
Create Pending Waste Entries as a Collaborator Web iOS Android	Collaborator Entry Only	Collaborator Entry Only	The granular permission for 'Collaborator Entry Only' has to be on a global template before the option is available in the Daily Log configuration settings. This action can be performed in offline. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.
Delete Any Daily Log Item Web iOS Android			Entries cannot be deleted on a day that has been marked as complete. If an entry needs to be deleted, an 'Admin' user can Re-Open a Daily Log.
Delete a Daily Log Item You Created Web iOS Android		Standard Users Can Edit and Delete Own Entries	Entries cannot be deleted on a day that has been marked as complete. If an entry needs to be deleted, an 'Admin' user can Re-Open a Daily Log.
Delete a Daily Log Item You Created as a Collaborator Web iOS Android	Collaborator Entry Only	Collaborator Entry Only	Entries cannot be deleted after they are approved by a Daily Log Admin.
Delete Related Items from Daily Log Entries Web
Edit Any Daily Log Item Web iOS Android			On a mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device. Tasks performed offline sync with Procore when a network connection is reestablished.
Edit a Daily Log Item You Created Web iOS Android		Standard Users Can Edit and Delete Own Entries	On a mobile device, this action can be performed offline. Tasks performed offline sync with Procore when a network connection is reestablished.
Edit a Daily Log Item You Created as a Collaborator Web iOS Android	Collaborator Entry Only	Collaborator Entry Only	Entries cannot be edited after they are approved by a Daily Log Admin. On a mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device. Tasks performed offline sync with Procore when a network connection is reestablished.
Email a Daily Log Web iOS Android
Enter Logs for a Previous Day Web	Collaborator Entry Only		This action can also be performed on mobile.
Export a Daily Log as PDF Web
Mark a Daily Log as Complete Web iOS Android
Reject Any Daily Log Entry Created by Collaborators Web iOS
Reopen a Daily Log Web iOS Android
Resubmit a Daily Log Entry as a Collaborator Web	Collaborator Entry Only	Collaborator Entry Only
Search and Filter Daily Logs Web
Search and Filter Daily Log Entries You Created as a Collaborator Web	Collaborator Entry Only	Collaborator Entry Only
Upload Photos to the Daily Log Web
Upload Photos to the Daily Log from the Photos Tool Web iOS Android			Users also need 'Standard' permissions or higher on the project's Photos tool.
View and Attach Files to a Daily Log iOS Android			On an Android device, this action can be performed offline, provided that the item was previously viewed and cached on your mobile device.
View Any Daily Log Items Web iOS Android			This excludes the ability to view the change history log. See below for more details about the View Change History Log permission . Users with a 'Collaborator Entry Only' granular permission can only view their daily log items.
View Your Daily Log Items as a Collaborator Web iOS Android	Collaborator Entry Only	Collaborator Entry Only	The granular permission for 'Collaborator Entry Only' has to be on a global template before the option is available in the Daily Log configuration settings.
View Daily Log Items by Users at your Company as a Collaborator Web iOS Android	Collaborator Entry Only View entries associated to users within the same company	Collaborator Entry Only View entries associated to users within the same company	The granular permission for 'Collaborator Entry Only' has to be on a global template before the option is available in the Daily Log configuration settings.
View Change History Log Web
View Daily Log Notes Report Web			Users also need 'Read Only' level permissions or higher on the project's Reports tool.
View Daily Logs in the Calendar View Web iOS Android

Documents

Permissions

What granular permissions are available for the Project level Documents tool?

Action	Read Only	Standard	Notes
Add a Related Item to a File Web
Add or Edit a File Description Web
Change Permission Settings on a Folder or File Web iOS	Set Permissions	Set Permissions
Check In or Out a File Web
Configure Advanced Settings: Documents Web
Create a Folder Web iOS Android
Delete Files or Folders Web iOS	Delete Folders and Files	Delete Folders and Files
Download a Previous Version of a File Web
Download Files and Folders Web iOS Android
Email Files and Folders Web iOS Android
Export Information Web
Export Object Data from a Model Web			Users must also have 'Read Only' or higher permission to the Models tool.
Manage and Set Tags for Documents Web
Manage Permissions for Files and Folders Web	Set Permissions	Set Permissions
Manage Who Tracks Files and Folders Web
Move and Copy Files and Folders Web	Move and Copy Files and Folders	Move and Copy Files and Folders
Open or Edit a File in Microsoft Office 365 Web
Preview a File Web
Rename a File Web iOS	Rename Folders and Files	Rename Folders and Files
Rename a Folder Web iOS	Rename Folders and Files	Rename Folders and Files
Retrieve a File or Folder from the Recycle Bin Web
Search for and Filter Documents Web iOS Android			This action can be performed offline provided that the asset/item was previously viewed and cached on your mobile device.
Sort Document Folder Contents Web
Track a Folder or File Web
Upload a New Version of a File Web
Upload Files into a Folder Web iOS Android			This action can be performed offline. Actions performed offline will be synced with Procore once a network connection has been reestablished.
View a File in Microsoft Office 365 Web
View Documents Web iOS Android
View a Private File or Folder Web iOS Android	Access Private Folders and Files	Access Private Folders and Files	The user must have the 'Access Private Folders and Files' granular permission OR must be added to the permissions list for the file or folder. See Manage Permissions for Files and Folders.

Drawings

The following table highlights which user permissions are required to perform the described user action.

Note: Click the Mobile Platform in the table to navigate to the relevant support articles.

Task	Permissions				Mobile Platform
Task	None	Read Only	Standard	Admin	iOS	Android
Access Recently Viewed Drawings					iOS	Android
Add Measurements to a Drawing					iOS**	Android**
Add Observations to a Drawing					iOS	Android
Add Photos to a Drawing		¹	¹	¹	iOS**	Android**
Add Punch List Items to Drawings					iOS**	Android**
Compare Drawings					iOS	Android
Delete Drawing Markups (personal)					iOS**	Android
Delete Drawing Markups (published)					iOS**	Android
Sync and Download Drawings					iOS	Android
Email Drawings					iOS	Android
Link a Correspondence Item on a Drawing			²	²	iOS*	Android
Link Items to a Drawing					iOS**	Android**
Link RFIs to a Drawing					iOS*	Android**
Link Observations to a Drawing			³	³	iOS*
Mark Up a Drawing (personal)		⁴			iOS**	Android**
Publish Personal Drawing Markups					iOS**	Android
Print Drawings					iOS	Android
Search for and Filter Drawings					iOS**	Android**
Share Drawings Within Procore					iOS
Sync and Download Drawings					iOS	Android
View Drawing Area					iOS**	Android**
View Drawings					iOS**	Android**

¹Users must also have 'Read Only' or higher permissions on the project's Photos tool.

² Users must also have 'Read Only' or higher permissions on the correspondence type.

³ Users must also have 'Standard' or 'Admin' permissions on the project's Observations tool.

³'Read Only' level users can markup drawings but cannot publish their markups.

** This asset/item can be viewed or edited in offline mode provided that the asset/item was previously viewed and cached on your mobile device.

Equipment

Important

Permissions

Action	None	Read Only	Standard	Admin	Notes
Add Equipment to Projects Web iOS Android
Check in Project Equipment iOS Android
Create an Equipment Record in the Project Equipment Tool Web
Create an Inspection for Equipment Web iOS Android					Users must also have 'Standard' level permissions or higher to the Inspections tool.
Remove Equipment from Projects Web iOS Android
Scan an Equipment QR Code iOS Android
View Equipment Details Web iOS Android

Legacy Content

For the legacy Equipment experience, reference these permissions.

Forms

Important

Action	Standard	Notes
Article Title Web iOS Android	Granular Permission Name AND Granular Permission Name
Edit a Form You Created Web iOS Android		This action can be performed offline. Tasks performed offline are synced with Procore once a network connection has been reestablished.
Edit Any Form Web iOS Android		This action can be performed offline. Tasks performed offline are synced with Procore once a network connection has been reestablished.
Email a Form Web iOS Android
Delete a Project Level Form Web iOS Android
Download Form Templates Web iOS Android
Fill out a Form Web iOS Android		This action can be performed offline. Tasks performed offline are synced with Procore once a network connection has been reestablished.
View a Form Web iOS Android

Incidents

Important

Action	None	Read Only	Standard	Admin	Notes
Add a Contact to an Incident iOS Android					User also need 'Read Only' level permissions or higher to the project's Directory tool with the 'Create Contacts' granular permission.
Add a Record to an Incident iOS Android					This item can be viewed or edited offline provided that the item was previously viewed and cached on your mobile device.
Add a Witness Statement to an Incident iOS Android					This item can be viewed or edited offline provided that the item was previously viewed and cached on your mobile device.
Close Any Incident iOS Android					This item can be viewed or edited offline provided that the item was previously viewed and cached on your mobile device.
Close Incidents You Created iOS Android					This item can be viewed or edited offline provided that the item was previously viewed and cached on your mobile device.
Create Incidents iOS Android					This action can be performed offline. Tasks performed offline are synced with Procore after a network connection has been reestablished.
Edit Any Incident iOS Android					This item can be viewed or edited offline provided that the item was previously viewed and cached on your mobile device.
Edit Incidents You Created iOS Android					This item can be viewed or edited offline provided that the item was previously viewed and cached on your mobile device.
Search and Filter for Incidents iOS Android					This item can be viewed or edited offline provided that the item was previously viewed and cached on your mobile device.
View Incidents iOS Android					This item can be viewed or edited offline provided that the item was previously viewed and cached on your mobile device.

Inspections

Important

Permissions

What granular permissions are available for the Project level Inspections tool?

Action	Read Only	Notes
Add a Related Item to an Inspection Web
Add Comments to an Inspection Item Web iOS Android		On an iOS mobile device, this action can be performed offline. Tasks performed offline are synced with Procore when a network connection is reestablished. On an Android mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device.
Add Company Level Inspection Templates to Your Project Web
Add Conditional Logic to a Project Level Inspection Template Web
Add Attachments to Inspection Items Web iOS Android		On an iOS mobile device, this action can be performed offline. Tasks performed offline are synced with Procore when a network connection is reestablished. On an Android mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device.
Add Signers to an Inspection Web iOS Android		On an iOS mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device. 'Standard' level users can add as many signers to an inspection as necessary.
Add Signers to an Inspection Item Web iOS Android		On an iOS mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device.
Clone a Project Inspection Template to a Company Web
Close an Inspection You Created Web
Close Any Inspection Web
Configure Advanced Settings: Inspections Web
Create an Inspection Web iOS Android		On a mobile device, this action can be performed offline. Tasks performed offline are synced with Procore when a network connection is reestablished.
Create a Project Level Inspection Template Web
Create an Observation from an Inspection Web iOS Android		Users must also have 'Standard' level permission or higher on the Observations tool to take this action. On a mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device.
Delete an Inspection Web
Create an Inspection Schedule Web	Create/Edit Inspection Schedules
Delete an Inspection Template Web
Edit an Inspection You Created Web iOS Android		On an Android mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device.
Edit Any Inspection Web iOS Android		On an Android mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device.
Edit a Project Level Inspection Template Web
Edit an Inspection Schedule Web	Create/Edit Inspection Schedules
Email Inspections Web iOS Android
Export an Individual Inspection Web
Perform an Inspection Web iOS Android		On a mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device.
Retrieve an Inspection From the Recycle Bin Web
Search and Filter for Inspections Web iOS Android		On a mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device.
Sign a Completed Inspection Web iOS Android		On an iOS mobile device, this action can be performed offline. Tasks performed offline are synced with Procore when a network connection is reestablished.
Sign an Inspection Item Web iOS Android		On an iOS mobile device, this action can be performed offline. Tasks performed offline are synced with Procore when a network connection is reestablished.
View Project Level Inspections Web iOS Android
View the Activity Feed of Items in an Inspection Web iOS Android		On a mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device.
View Change History of an Inspection Web
View Signatures on an Inspection Web iOS Android		On an iOS mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device.

Instructions

Important

Action	None	Read Only	Standard	Admin	Notes
Create an Instruction iOS Android					This item can be viewed or edited offline provided that the asset/item was previously viewed and cached on your mobile device
Delete an Instruction iOS Android
Edit an Instruction You Created iOS Android					This item can be viewed or edited offline provided that the asset/item was previously viewed and cached on your mobile device
Edit Any Instruction iOS Android					This item can be viewed or edited offline provided that the asset/item was previously viewed and cached on your mobile device
Search for and Filter Instructions iOS Android					This item can be viewed or edited offline provided that the asset/item was previously viewed and cached on your mobile device
View Instructions iOS Android					This item can be viewed or edited offline provided that the asset/item was previously viewed and cached on your mobile device

Locations

Important

Actions taken on web require permissions to the project's Admin tool. See Project Admin Tool Permissions.

Action	None	Read Only	Standard	Admin	Notes
Add Locations iOS Android					For mobile users: You can only add locations on the Procore app if locations were originally created manually or imported. If locations were originally generated from Drawings, you can NOT add new locations using a mobile device. Users must be permitted to create locations in tools outside the Location Manager. See Allow or Disallow Users to Create Locations within a Tool.
Add Photos to a Location iOS Android					You must also have 'Standard' permissions or higher on the Photos tool.
Create a Punch List Item from a Location iOS Android					You must also have 'Standard' permissions or higher on the Punch List tool.
Create an Incident from a Location iOS Android					You must also have 'Standard' permissions or higher on the Incidents tool.
Create an Inspection from a Location iOS Android					You must also have 'Standard' permissions or higher on the Inspections tool.
Create an Observation from a Location iOS Android					You must also have 'Standard' permissions or higher on the Observations tool.
Create an RFI from a Location iOS Android					You must also have 'Standard' permissions or higher on the RFIs tool.
Scan Location QR Code in the Locations Tool iOS Android
View Items Associated with a Location iOS Android					You must also have access to view the item within the relevant Procore tool.
View Locations and Heat Map iOS Android					You must also have access to view the item within the relevant Procore tool.
View Location Hierarchy iOS Android
View Locations on Drawings iOS Android

Meetings

Important

Permissions

What granular permissions are available for the Project level Meetings tool?

Action	Read Only	Standard	Notes
Add a Comment to a Meeting Item Web	Add Comments to Meeting
Add a Meeting Category Web	Manage Meeting Categories	Manage Meeting Categories
Add a Meeting Item Web iOS Android	Manage Meeting Items	Manage Meeting items
Add a Meeting To Your Personal Calendar Web
Add a Related Item to a Meeting Web	Manage Related Items for Meetings	Manage Related Items for Meetings
Add Meeting Minutes Web iOS Android	Manage Meeting Items	Manage Meeting items
Configure Advanced Settings: Meetings Web
Convert a Meeting from Agenda to Minutes Mode Web iOS Android	Update Meeting	Update Meeting
Create a Follow-up Meeting Web
Create a Meeting Web iOS Android	Create Meeting	Create Meeting
Delete Any Meeting Comment Web
Delete Own Meeting Comment Web	Delete Own Comment on a Meeting
Create a Meeting from a Template Web	Create Meeting	Create Meeting
Delete a Meeting Web
Delete a Meeting Category Web	Manage Meeting Categories	Manage Meeting Categories
Delete a Meeting Item Web	Manage Related Items for Meetings	Manage Related Items for Meetings
Distribute a Meeting Agenda Web	Distribute Meeting	Distribute Meeting
Distribute and Redistribute Meeting Minutes Web	Distribute Meeting	Distribute Meeting
Edit a Meeting Web iOS Android	Update Meeting	Update Meeting
Edit a Meeting Item Web iOS Android	Manage Meeting Items	Manage Meeting Items
Export a Meeting as a PDF Web
Forward a Meeting by Email Web	Email Meeting	Email Meeting
Initiate an Email Communication Thread for a Meeting Web			Any person (even non-Procore users) with the email address for the meeting can initiate a communication thread.
Record Meeting Attendance Web iOS Android
Reorder Meeting Categories Web	Manage Meeting Categories	Manage Meeting Categories
Reorder Meeting Items Web	Manage Meeting Items	Manage Meeting Items
Search for a Meeting Web iOS Android
Star Previous Minutes Web
View a Meeting Web iOS Android
View Previous Minutes Web
View the Change History of a Meeting Web

Models

Note

'Standard' level permission does not exist for the Models tool.

Action	None	Read Only	Standard	Admin	Notes
Add a Section Box to a Model Web					Users also need 'Read Only' or higher level permissions to the Drawings tool to map a 2D sheet to a model.
Associate a Model with a Procore Project Web
Create a Coordination Issue in the Model Viewer Web iOS Android					Users also need 'Standard' or 'Admin' level permissions to the Coordination Issues tool.
Create an Observation in the Model Viewer iOS
Delete a Model Web
Download the Procore Plugin for the Models Tool Web
Edit Information for a Model Web
Edit a Coordination Issue in the Model Viewer Web					Users also need 'Standard' or 'Admin' level permissions to the Coordination Issues tool.
Measure Distances on a Model Web iOS Android
Publish a Model to Procore Web					Users also need 'Read Only' or higher level permissions to the Drawings tool to map a 2D sheet to a model.
Publish a New Version of a Model Web					Users also need 'Read Only' or higher level permissions to the Drawings tool to map a 2D sheet to a model.
Reassociate a Model with a Procore Project Web
Search for and Filter Coordination Issues in the Model Viewer Web					Users also need 'Read Only' or higher level permissions to the Coordination Issues tool.
Search for and Sort Models Web
Use the Section Tool on a Model Web iOS Android
View a Model Web iOS Android
View the Version History of a Model Web

My Time

Important

Permissions for My Time are granted by assigning permissions for the Company level Timecards tool.

Permissions

Action	None	Read Only	Standard	Admin	Notes
Add a My Time Entry iOS Android					This action can be performed offline. Tasks performed in offline will be synced with Procore once a network connection has been reestablished.
Clock Your Time iOS Android
Edit a My Time Entry iOS Android					This action can be performed offline. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.
Search and Filter My Time Entries iOS Android					This action can be performed offline provided that the information was previously viewed and cached on your mobile device.
Sign My Time Entries iOS Android					This action can be performed offline. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.
Start and Stop Lunch Break iOS Android
View My Time Entries iOS Android

Observations

Important

Action	None	Read Only	Standard	Admin	Notes
Add a Comment to an Observation Web iOS Android					This item can be viewed or edited offline provided that the item was previously viewed and cached on your mobile device.
Add Observations to a Drawing Web iOS Android					Users must also have 'Standard' level permissions or higher on the project's Drawings tool.
Close an Observation Web iOS Android					This item can be viewed or edited offline provided that the item was previously viewed and cached on your mobile device.
Create an Observation Web iOS Android					This action can be performed offline. Tasks performed offline are synced with Procore once a network connection has been reestablished.
Create an Observation from an Inspection Web iOS Android					Users must also have 'Standard' level permissions or higher on the project's Inspections tool. This item can be viewed or edited offline provided that the item was previously viewed and cached on your mobile device.
Create Observations on a Drawing Web iOS Android					Users must also have 'Standard' level permissions or higher on the project's Drawings tool.
Edit an Observation You Created Web iOS Android					This item can be viewed or edited offline provided that the item was previously viewed and cached on your mobile device.
Edit Any Observation Web iOS Android					This item can be viewed or edited offline provided that the item was previously viewed and cached on your mobile device.
Email an Observation Web iOS Android
Respond to an Observation Web iOS Android					This item can be viewed or edited offline provided that the item was previously viewed and cached on your mobile device.
Search and Filter for Observations Web iOS Android					This item can be viewed or edited offline provided that the item was previously viewed and cached on your mobile device.

Photos

The following table highlights which user permissions are required to perform the described user action.

Note: Click the Mobile Platform in the table to navigate to the relevant support articles.

Task	Permissions				Mobile Platform
Task	None	Read Only	Standard	Admin	iOS	Android
Add a Comment to a Photo					iOS*	Android
Bulk Edit Photos					iOS	Android
Create a Photo Album					iOS*	Android*
Delete Photos					iOS	Android**
Drag and Drop Images into Procore's Photos Tool					iOS
Download a Photo					iOS**	Android**
Mark Up a Photo					iOS	Android
Mention Someone in a Photo Comment					iOS	Android
Email a Photo					iOS	Android
Search and Filter for Photos					iOS	Android
Send Photos from the Photos tool to the Daily Log					iOS	Android
Sort Photo Albums					iOS	Android
Take and Add Photos to an Album					iOS*	Android*
View Photos					iOS**	Android**

** This asset/item can be viewed or edited in offline mode provided that the asset/item was previously viewed and cached on your mobile device. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.

Project Dashboard

Important

Action

None

Read Only

Standard

Admin

Notes

View the Project Dashboard

iOS Android

Project Overview Screen

Important

Permissions for Project Overview are granted by assigning permissions for the project's Home tool.

Permissions

Action	None	Read Only	Standard	Admin	Notes
Add and Manage Bookmarks iOS Android
Add, Edit, or Delete Project Details from the Project Overview Web					Users must also have the following permissions: 'Admin' level permissions to the project Admin tool. OR 'Read Only' level permissions or higher on the project Admin tool with the 'Update General Settings' granular permission.
Add, Edit, or Delete Project Links from the Project Overview Web
Add, Edit, or Delete the Project Message and Notes from the Project Overview Web
Change the Project Stage from the Project Overview Web
Configure Project Overview Screen Preferences iOS Android
Configure Tool Order for Project iOS Android
Manage Project Team Roles from the Project Overview Web					Users must also have 'Admin' level permissions to the Project Directory tool.
Navigate to a Different Company in Procore Web iOS Android					You must have access to the company you are navigating to.
Navigate to a Different Project iOS Android					You must have access to the project you are navigating to.
Open Project Links Web iOS Android
Quick Create an Item from the Project Overview Web iOS Android					Users must also have permissions to create the item in the relevant Procore tool.
Share Project Location iOS Android
Sort Projects iOS Android
View Open Items from the Project Overview Web					Users must also have permissions to view the item in the relevant Procore tool.
View Project Details from the Project Overview Web iOS Android
View Project Message from the Project Overview Web iOS Android					No instructions for viewing on web -The project message is immediately visible to all users when viewing the Project Overview on the web.
View Project Team from the Project Overview Web iOS Android					No instructions for viewing on web -The project team is immediately visible to all users when viewing the Project Overview on the web.
View Project Weather from the Project Overview Web
View Details of Recent Project Activity from the Project Overview Web					You can only see open items for tools you have access to. The count of overdue, due next, and total items reflects all items for that tool. However, to open the item and see the details, users must also have 'Read Only' level permissions to view the listed item in that Procore tool.
View Recent Project Activity from the Project Overview Web

Prime Contracts

Important

Action

None

Read Only

Standard

Admin

Notes

View a Prime Contract You were Added To

iOS Android

Users must also be added to the drop-down in the 'Private' field of the client contract.
This action can be performed offline. Tasks performed offline are synced with Procore once a network connection has been reestablished.

View Any Prime Contract

iOS Android

This action can be performed offline. Tasks performed offline are synced with Procore once a network connection has been reestablished.

Punch List

The following table highlights which user permissions are required to perform the described user action.

Note: Click the Mobile Platform in the table to navigate to the relevant support articles.

Task	Permissions				Mobile Platform
Task	None	Read Only	Standard	Admin	iOS	Android
Add a Photo to a Punch List Item					iOS	Android**
Close a Punch List Item					iOS**	Android**
Create a Punch List Item					iOS*	Android*
Download Attachments from a Punch List Item					iOS
Edit a Punch List Item			^{1, 2}		iOS**	Android**
Notify Assignees of Punch Items					iOS	Android
Reassign a Punch List Item					iOS	Android**
Respond to a Punch List Item					iOS**	Android**
Search and Filter the Punch List					iOS**	Android**

¹ 'Standard' level users can edit punch list items that they have created if the item's status is in 'Draft,' or 'In Dispute.'

² 'Standard' level users who have been granted permission to act as Punch Item Manager can edit items in which they are listed as the Punch Item Manager, except when the item's status is 'Draft'.
Note: A 'Standard' user must be added to the 'Standard permission users who can act as a Punch Item Manager' section of the Punch List tool's configure settings in order to be selected as a Punch Item Manager.

** This asset/item can be viewed or edited in offline mode provided that the asset/item was previously viewed and cached on your mobile device.

RFIs

The following table highlights which user permissions are required to perform the described user action.

Note: Click the Mobile Platform in the table to navigate to the relevant support articles.

Task	Permissions				Mobile Platform
Task	None	Read Only	Standard	Admin	iOS	Android
Close an RFI					iOS	Android*
Create an RFI					iOS*	Android*
Create a Change Event from an RFI					iOS**	Android*
Edit an RFI					iOS**	Android**
Email an RFI					iOS	Android
Respond to an RFI					iOS	Android*
Search for and Filter RFIs					iOS**	Android
View RFIs		¹	¹		iOS**	Android

¹ Users may require specific roles on an RFI (or granular permissions) to view the RFI depending on the RFI's status and privacy settings. See View RFIs (iOS) and View RFIs (Android) for details.

Schedule

Important

Permissions

What granular permissions are available for the Project level Schedule tool?

Action	Read Only	Standard	Notes
Add Related Items to a Scheduled Task Web
Configure Advanced Settings: Schedule Web
Configure Schedule Notification Emails Web			Users also need 'Admin' level permission to the project's Directory tool.
Configure the Project Level Schedule Tool for Primavera P6 Web
Clear an Integrated Schedule Web
Create a Calendar Item Web
Create Lookahead Web	Create Lookaheads	Create Lookaheads
Create Lookahead Tasks Web	Create Lookahead Tasks	Create Lookahead Tasks
Delete Calendar Item Web
Delete Lookahead Web	Delete Lookaheads	Delete Lookaheads
Delete Lookahead Tasks Web	Delete Lookahead Tasks	Delete Lookahead Tasks
Edit Any Calendar Item Web
Edit a Calendar Item You Created Web
Edit Lookahead Task Web	Update Lookahead Tasks	Update Lookahead Tasks	On a mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device. Tasks performed offline sync with Procore when a network connection is reestablished.
Export a Project Schedule Web
Request a Schedule Change Web
Search and Filter for Scheduled Tasks Web iOS Android
Send Recurring Project and Resource Schedules Web
Update a Project Schedule File Web
Update Lookahead Tasks Web	Update Lookahead Tasks	Update Lookahead Tasks
Update Task Completion Percentage Web iOS Android	Update Task Completion Percentage	Update Task Completion Percentage
Upload a Project Schedule File to Procore's Web Application Web
Upload an Asta Powerproject Schedule Web
View a Project Schedule Web iOS Android
View a Scheduled Task Web iOS Android
View Lookahead Web
View the Change History of Lookaheads Web	View the Change History of a Lookahead	View the Change History of a Lookahead

Sidebar Screen

Important

Action

None

Read Only

Standard

Admin

Notes

Access the Sidebar Screen

iOS Android

Configure App Preferences

iOS Android

Specifications

Important

Action	None	Read Only	Standard	Admin	Notes
Add a Related Item to a Specification Web
Configure Advanced Settings: Specifications Web
Create a Specification Set Web
Delete Pending Specification Uploads Web
Delete Specification Section Revisions Web
Download Specifications Web
Edit Specification Sections and Divisions Web
Email Specifications Web iOS Android
Export Specifications as a PDF or CSV Web
Manually Create Divisions Web
Manually Create Specification Sections Web
Mark Specifications as Obsolete Web
Review and Publish Specifications Web
Search and Filter for Specifications Web iOS Android
Submittal Builder: Add Submittals Web					Users must also have 'Admin' level permission on the project's Submittals tool.
Submittal Builder: Configure Submittal Titles Web					Users must also have 'Admin' level permission on the project's Submittals tool.
Submittal Builder: Generate Submittals from Specifications Web					Users must also have 'Admin' level permissions to the Submittals tool.
Upload Specification Revisions Web
Upload Specifications Web
View a Deleted Specifications Report Web
View Report of All Specification Revisions Web
View Specifications Web iOS Android
View Change History for Specifications Web

Submittals

The following table highlights which user permissions are required to perform the described user action.

Note: Click the Mobile Platform in the table to navigate to the relevant support articles.

Task	Permissions				Mobile Platform
Task	None	Read Only	Standard	Admin	iOS	Android
Email Submittals					iOS	Android
Scan a Submittal QR Code					iOS*	Android
Search and Filter for Submittals					iOS**	Android**
View a Submittal					iOS**	Android**

** This asset/item can be viewed or edited in offline mode provided that the asset/item was previously viewed and cached on your mobile device.

Tasks

The following table highlights which user permissions are required to perform the described user action.

Note: Click the Mobile Platform icons in the table to navigate to the relevant support articles.

Task	Permissions				Mobile Platform
Task	None	Read Only	Standard	Admin	iOS	Android
Add Comments to Tasks			¹		iOS*	Android*
Add Tasks			²		iOS*	Android*
Change the Status of a Task			³		iOS*	Android*
Delete a Task					iOS*	Android*
Edit Tasks			⁴		iOS*	Android*
Search for Tasks					iOS**	Android**
Send Tasks					iOS**	Android**
View Tasks					iOS**	Android**

¹'Standard' level users can add comments to tasks that they have created or that they are listed as the Assignee.

²'Standard' level users can only assign tasks that they have created to themselves or to 'Admin' level users.

³'Standard' level users who are the Assignee of a task, can change the status to 'Initiated', 'In Progress', or 'Ready for Review', but NOT to 'Closed' or 'Void'.

⁴'Standard' level users can only edit tasks that they have created.

** This asset/item can be viewed or edited in offline mode provided that the asset/item was previously viewed and cached on your mobile device.

Timesheets

Important

Permissions

What granular permissions are available for the Project level Timesheets tool?

Action	Read Only	Standard	Notes
Add a Crew to an Existing Timesheet You Created Web iOS Android			Users also need 'Read-only' level permissions or higher on the project's Crews tool. On a mobile device, this action can be performed offline. Tasks performed offline are synced with Procore when a network connection is reestablished.
Add a Crew to any Existing Timesheet Web iOS Android			Users also need 'Read-only' level permissions or higher on the project's Crews tool. On a mobile device, this action can be performed offline. Tasks performed offline are synced with Procore when a network connection is reestablished.
Add Employees to a Timesheet you Created Web iOS Android
Add Employees to any Timesheet Web iOS Android
Add Quantities to a Timesheet you Created Web iOS Android
Add Quantities to Any Timesheet Web iOS Android
Approve a Timesheet Web iOS Android
Bulk Enter Time in a Timesheet Web iOS Android			On a mobile device, this action can be performed offline. Tasks performed offline are synced with Procore when a network connection is reestablished.
Configure Advanced Settings: Project Level Timesheets Web
Copy Previous Timesheet Web iOS Android			On a mobile device, this action can be performed offline. Tasks performed offline are synced with Procore when a network connection is reestablished.
Create a Timesheet Web iOS Android			If adding a Crew, 'Read-only' or higher level permissions are required on the project's Crews tool. On a mobile device, this action can be performed offline. Tasks performed offline are synced with Procore when a network connection is reestablished.
Delete a Timesheet You Created Web iOS Android
Delete Any Timesheet Web iOS Android
Delete Budgeted Labor Hours and Budgeted Production Quantities Web			'Admin' level permissions are required on the project's Admin tool to complete this action.
Delete Quantities on a Timesheet Web			Users with 'Standard' level permissions can only delete quantities to timesheets they have created.
Edit a 'Pending' Timesheet Web iOS Android	Review & Edit Timesheets	Review & Edit Timesheets	Users with granular permissions can in line edit one timesheet at a time.
Edit a Timesheet You Created Web iOS Android
Edit Any Timesheet Web iOS Android
Edit the Status of a 'Reviewed' Timesheet Web iOS Android	Review & Edit Timesheets	Review & Edit Timesheets
Edit Quantities on a Timesheet Web iOS Android			Users with 'Standard' level permissions must be the creator of ALL the quantities on the timesheet.
Export a Project's Timesheets Web
Export the Field Production Report Web			'Read-only' or higher level permissions are required on the project's Reports tool to complete this action.
Export the Labor Budget to Actual Report Web			'Read-only' or higher level permissions are required on the project's Reports tool to complete this action.
Import a Unit Quantity Based Budgeted Web			'Admin' level permissions are required on the project's Admin tool to complete this action.
Review a Timesheet Web iOS Android	Review & Edit Timesheets	Review & Edit Timesheets
Search for and Filter Project Level Timesheets Web iOS Android
Set Up a Daily Reminder for Timesheets iOS Android
Set up a Field Production Report Web			Additional permissions are needed to complete this action: 'Admin' level permissions are required on the project's Admin tool. 'Admin' level permissions on the project's Directory tool.
Sign a Timesheet iOS Android	Permissions for this action are set in the company's Timecard tool.
Sign Timesheets for All Projects iOS Android	Permissions for this action are set in the company's Timecard tool.
View a Field Production Report Web iOS Android			'Read-only' or higher level permissions are required on the project's Reports tool to complete this action.
View a Labor Budget to Actual Report Web iOS Android			'Read-only' or higher level permissions are required on the project's Reports tool to complete this action.
View a Private Timesheet You Created or are Assigned Web iOS Android			On a mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device.
View a Timesheet (not Private) Web iOS Android			Users who have 'Admin' permissions to the Company Timesheets tool can also see any timesheet. On a mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device.
View a Timesheet Entry Signature Web iOS Android
View Quantities on a Timesheet Web iOS Android			On a mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device.

T&M Tickets

Important

To view a T&M ticket linked to a change event, you can use the Project Level Change Events tool.

Permissions

Action	None	Read Only	Standard	Admin	Notes
Add a T&M Ticket to a Change Event Web					Users also need 'Standard' or 'Admin' level permissions on the project's Change Events tool.
Add Equipment Entries on a T&M Ticket Web					On a mobile device, this action can be performed offline and will be synced with Procore once a network connection has been reestablished.
Best Practices for Configuring T&M Tickets Web
Create a T&M Ticket Web iOS Android					On a mobile device, this action can be performed offline and will be synced with Procore once a network connection has been reestablished.
Close or Reopen a T&M Ticket You Created Web					Users with 'Standard' permission are only permitted to modify the tickets they create.
Close or Reopen Any T&M Ticket Web
Configure Advanced Settings: T&M Tickets Web
Create a Change Event from a T&M Ticket Web					Users also need 'Standard' or 'Admin' level permissions on the project's Change Events tool.
Create Equipment from a T&M Ticket You Created Web iOS Android
Create Equipment from Any T&M Ticket Web iOS Android
Delete a T&M Ticket You Created Web
Delete Any T&M Ticket Web
Edit a T&M Ticket You Created Web iOS Android					On a mobile device, this action can be performed offline and will be synced with Procore once a network connection has been reestablished.
Edit Any T&M Ticket Web iOS Android					On a mobile device, this action can be performed offline and will be synced with Procore once a network connection has been reestablished.
Export a T&M Ticket as a PDF Web
Request a Signature on a T&M Ticket Web iOS Android
Retrieve a T&M Ticket You Created Web
Retrieve Any T&M Ticket Web
Search and Filter T&M Tickets Web iOS Android					This action can be performed offline when using a mobile device.
Sign a T&M Ticket Web iOS Android					On a mobile device, this action can be performed offline and will be synced with Procore once a network connection has been reestablished.
View a T&M Ticket Web iOS Android					This action can be performed offline when using a mobile device.

Action	Read Only	Standard	Notes
Add a Company to the Project Directory Web iOS Android	Create and Edit Companies	Create and Edit Companies	On a mobile device, this action can be performed offline. Tasks performed offline are be synced with Procore when a network connection is reestablished.
Add a Distribution Group to the Project Directory Web	Create and Edit Distribution Groups	Create and Edit Distribution Groups
Add a Contact to your Device iOS Android			On a mobile device, this action can be performed offline.
Add a Phone Calls Entry from the Directory iOS Android
Add a User Account to the Project Directory Web iOS Android	Create and Edit Users	Create and Edit Users	On a mobile device, this action can be performed offline. Tasks performed offline sync with Procore when a network connection is reestablished.
Add Project Insurance to a Company Record in the Project Directory Web	Manage Company Insurance Information	Manage Company Insurance Information
Assign a Project Permissions Template to a User in the Project Directory Web	Manage Permissions Templates (Assignable Only)	Manage Permissions Templates (Assignable Only)	Users with granular permissions have the following limitations: Must also have 'Read Only' level permissions or higher on the Company level Directory tool with the 'Create and Edit Users' granular permission. Can only assign permissions templates that are designated as assignable permissions templates to others based on their own permissions template settings.
Bulk Add Users and Companies to a Project Directory Web	Add from Company Directory (Assignable Permission Templates Only)	Add from Company Directory (Assignable Permission Templates Only)	Users with the granular permission can only assign 'Assignable Permission Templates' to others based on their own permissions template settings.
Change a User's Permissions Template in the Project Directory Web	Manage Permission Templates (Assignable Only)	Manage Permission Templates (Assignable Only)	Users with the granular permission can only assign 'Assignable Permission Templates' to others based on their own permissions template settings.
Change a User's Permissions Manually in the Project Directory Web
Configure the Project Team on the Project Home Page Web	Assign Project Roles	Assign Project Roles
Configure Advanced Settings for the Project Directory: Edit Permissions Web
Configure Advanced Settings for the Project Directory: Edit Project Roles Web	Assign Project Roles	Assign Project Roles
Configure the Project Team on the Project Overview Page Web	Assign Project Roles	Assign Project Roles
Configure Schedule Notification Emails Web			Users also need 'Admin' level access to the project's Schedule tool.
Create a Project Specific Permissions Template from the Project Directory Web
Customize the Column Display in the Directory Tool Web
Deactivate a Company in the Project Directory Web	Create and Edit Companies	Create and Edit Companies
Delete a Distribution Group from the Project Directory Web
Download vCard for a User Account in the Project Directory Web
Edit a Company in the Project Directory Web Android	Create and Edit Companies	Create and Edit Companies
Edit a Distribution Group Web	Create and Edit Distribution Groups	Create and Edit Distribution Groups
Edit an Active Account in the Project Directory Web iOS Android	Create and Edit Users	Create and Edit Users	Only users with 'Admin' level permissions can edit inactive user accounts.
Edit an Inactive Account in the Project Directory Web iOS Android
Email Forward Contact Information Android
Enable Schedule Notifications for a User on a Project Web
Enable Weather Delay Alerts by Phone or Email Web
Export the Project Directory to CSV or PDF Web
Forward Contact Information by Email Android
Invite or Reinvite a User to Join a Procore Project Web	Create and Edit Users	Create and Edit Users
Reactivate a Company in the Project Directory Web
Reactivate a User in the Project Directory Web
Remove a Company from the Project Directory Web	Remove Company from a Project	Remove Company from a Project
Remove a User from a Project Web	Remove User from Project	Remove User from Project
Remove Project Insurance from a Company Record Web	Manage Company Insurance Information	Manage Company Insurance Information
Request Company and People Imports Web		Request Company and People Imports
Save Contact to Phone on a Mobile Device iOS Android
Search and Filter the Project Directory Web iOS Android
Send a Message or WhatsApp to a Contact iOS
Set Bidder Information at the Project Level Web
Switch Between Views in the Project Directory Web
View Inactive Users, Contacts, and Companies in the Project Directory Web iOS Android
View the Project Directory Web iOS Android			On a mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device.
View Company Insurance Information Web iOS Android	View Company Insurance Information	View Company Insurance Information