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RFIs: New Granular Permission to Act as RFI Manager

This announcement represents a single point in time. Future releases may impact the information below.
Feature Released: July 22, 2020


 

New 'Act as RFI Manager' Granular Permission

Users with 'Read Only' or 'Standard' level permissions on the project's RFIs tool with the 'Act as RFI Manager' granular permission enabled on their permissions template will be able to perform some additional tasks for RFIs they create ('Standard' only) or that they are designated as 'RFI Manager' for.  

The table below lists the tasks 'Read Only' or 'Standard' level users with this granular permission can perform as an RFI's creator or its 'RFI Manager' and the tasks that only users with 'Admin' level permissions on the project's RFIs tool can perform.


Task
With 'Act as RFI Manager' Granular Permission Granular Permission N/A
Read Only Standard Admin
Add a Related Item to an RFI     icon-mindtouch-table-check.png
Add a Response to an RFI (Not as an Assignee) icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Add Assignees to an RFI (Not as an Assignee) icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Be Designated as a Project's Default RFI Manager icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Choose an "Official Response" for an RFI icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Close an RFI  icon-mindtouch-table-mobile.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Configure Settings: RFIs     icon-mindtouch-table-check.png
Create an Open RFI   icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Delete a Response to an RFI     icon-mindtouch-table-check.png
Designate the Default RFI Manager for a Project's RFIs     icon-mindtouch-table-check.png
Edit an RFI  icon-mindtouch-table-mobile.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Export All Responses on an RFI icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Perform Bulk Actions on RFIs     icon-mindtouch-table-check.png
Reopen an RFI  icon-mindtouch-table-mobile.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Reply to an RFI   icon-mindtouch-table-mobile.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Retrieve an RFI from the Recycle Bin     icon-mindtouch-table-check.png
Select Any Available RFI Manager when Creating an RFI   icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Send an RFI to the Recycle Bin     icon-mindtouch-table-check.png
Shift the Ball in Court on a RFI  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View All Responses on an RFI icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View Private RFIs icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png

Note: Other tasks can be performed with 'Read Only' or 'Standard' permission levels. Some of these other tasks may require different granular permissions to be enabled. See RFI: Permissions and Grant Granular Permissions in a Permission Template.

See Also

If you would like to ask questions or share any feedback, please contact support@procore.com.  

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