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

Enable Company Insights

 Web

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Enable Project Insights

 Web

      check-green2.png  

Configure Insights

 Web

      check-green2.png  

Customize Insights 

 Web

 

icon-mindtouch-table-check.png

icon-mindtouch-table-check.png

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  • Users with a granular permission enabled for the applicable tool can take this action. 

View Company Insights

 Web

 

icon-mindtouch-table-check.png

icon-mindtouch-table-check.png

check-green2.png
  • Users with a granular permission enabled for the applicable tool can take this action. 

View Project Insights 

 Web

 

icon-mindtouch-table-check.png

icon-mindtouch-table-check.png

check-green2.png
  • Users with a granular permission enabled for the applicable tool can take this action.