Procore Insights - User Permissions

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

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  • 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

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Insights pilot Permissions

Action None Read Only Standard Admin Notes

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

 Web

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View general conditions insights on account home (Company level)

 Web

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

 Web

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View general conditions insights (Company and Project levels)

 Web

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Change permission settings on insights (Company level)

 Web

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Dismiss insights card (Company and Project levels)

 Web

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View RFI insights on account home (Company level)

 Web

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

 Web

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View RFI insights (Company and Project level)

 Web

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