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Procore

Permissions

Forms 

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
None Read Only Standard Admin iOS Android Win
Edit a Form's Information     icon-mindtouch-table-check.png1 icon-mindtouch-table-check.png   icon-apple-logo.png** icon-android-logo.png**  
Email a Form      icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png  icon-android-logo.png  
Delete a Project Level Form       icon-mindtouch-table-check.png icon-apple-logo.png  icon-android-logo.png  
Download Form Templates   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png icon-android-logo.png  
Fill out a Form     icon-mindtouch-table-check.png icon-mindtouch-table-check.png  icon-apple-logo.png**  icon-android-logo.png**  
View a Form   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  icon-apple-logo.png icon-android-logo.png icon-windows-logo.png

1 Standard level users may edit the information of a form they created.

* 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.

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