Skip to main content
Procore

Procore Insights - User Permissions

  1. Last updated
  2. Save as PDF

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

 Important

Permissions to view all Insights are given by assigning permissions to the Project level Admin tool.

Insights Permissions

 |  |  The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.

icon-mindtouch-table-check.png Users can take the action with this permission level.

icon-mindtouch-table-check.png Users can take this action with this permission level AND one or more additional requirements, like granular permissions.

Action None Read Only Standard Admin Notes

View Project Insights 

 Web

       check-green2.png
  • Permissions to view tool-specific Project Insights are also available to users with 'Admin' level permissions to the respective tool
  • Example: An RFI Admin will have RFI Insights available to view even if they do not have Project or Company Admin level permissions.

Configure Project Insights

 Web

       check-green2.png  

 

Insights pilot Permissions

Action None Read Only Standard Admin Notes

Opt-in to the Procore Insights pilot (Company level)

 Web

       check-green2.png  

View general conditions insights on account home (Company level)

 Web

       check-green2.png  

View general conditions insights on project home and budget (Company and Project levels)

 Web

       check-green2.png  

View general conditions insights (Company and Project levels)

 Web

       check-green2.png  

Change permission settings on insights (Company level)

 Web

       check-green2.png  

Dismiss insights card (Company and Project levels)

 Web

       check-green2.png  

View RFI insights on account home (Company level)

 Web

       check-green2.png  

View RFI insights on project home (Company and Project level)

 Web

       check-green2.png  

View RFI insights (Company and Project level)

 Web

       check-green2.png