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Procore

Company Equipment - User Permissions

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Equipment 

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

 Important

Some actions that impact this tool are done in other Procore tools. See the User Permissions Matrix for the full list of actions taken in all other tools.

Permissions

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

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

Add or Remove from Equipment from Projects

 Web

     check-green2.png check-green2.png  

Configure Categories, Types, and Makes

 Web

       check-green2.png  

Configure Columns for Equipment

 Web

   check-green2.png check-green2.png check-green2.png  

Configure Custom Statuses for Equipment

 Web

       check-green2.png  

Configure Telematics Connection for Caterpillar

 Web

       check-green2.png  

Configure Telematics Connection for John Deere

 Web

       check-green2.png  

Configure Telematics Connection for Samsara

 Web

       check-green2.png  

Create a Maintenance Record

 Web

     check-green2.png check-green2.png  

Create an Equipment Record

 Web

     check-green2.png check-green2.png  

Delete an Equipment Record

 Web

     check-green2.png check-green2.png  

Disconnect an Equipment Telematics Connection

 Web

       check-green2.png  

Edit an Equipment Record

 Web

     check-green2.png check-green2.png  

Edit Equipment Assignees

 Web

    

icon-mindtouch-table-check.png

icon-mindtouch-table-check.png

 Users must also have 'Read Only' level permissions or higher to the Company Directory tool.

Edit Vendor for Rented Equipment

 Web

    

icon-mindtouch-table-check.png

icon-mindtouch-table-check.png

 Users also need 'Read Only' level access or higher to the company's Directory.

Generate QR Codes for Equipment

 Web

   check-green2.png check-green2.png check-green2.png  

Import Equipment

 Web

     check-green2.png check-green2.png  

Recover Equipment Records from the Recycle Bin

 Web

     check-green2.png check-green2.png  

Scan QR Codes for Equipment

 iOS     Android

   check-green2.png check-green2.png check-green2.png  

Search, Sort, and Filter Equipment

 Web

   check-green2.png check-green2.png check-green2.png  

Set Current Project

 Web

     check-green2.png check-green2.png  

Sync Equipment Telematics Data

 Web

       check-green2.png  

View Change History

 Web

     check-green2.png check-green2.png  

View Equipment Assignees in the Company Equipment Tool

 Web

  

icon-mindtouch-table-check.png

icon-mindtouch-table-check.png

icon-mindtouch-table-check.png

  

View Equipment Details in the Company Equipment Tool

 Web

   check-green2.png check-green2.png check-green2.png  

View Equipment on the Map in the Company Equipment Tool Beta 

 Web

   check-green2.png check-green2.png check-green2.png Users must also have 'Read Only' level permissions or higher to the Company Directory tool.
 Legacy Content

For the legacy Equipment experience, reference these permissions.

Company Level Equipment

The following table highlights which user permissions are required to perform the described user action.

Task None Read Only Standard Admin
Add a Project Log to a Company Level Equipment Entry       icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Configure Advanced Settings: Company Level Equipment Tool       icon-mindtouch-table-check.png
Create a Company Level Equipment Entry 1       icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Customize the Column Display in the Company Level Equipment Tool   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Delete a Company Level Equipment Category or Type       icon-mindtouch-table-check.png
Delete a Company Level Equipment Entry 1       icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Delete a Company Level Equipment Make or Model       icon-mindtouch-table-check.png
Edit a Company Level Equipment Category or Type       icon-mindtouch-table-check.png
Edit a Company Level Equipment Entry 1       icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Edit a Company Level Equipment Make or Model       icon-mindtouch-table-check.png
Import Company Owned Equipment       icon-mindtouch-table-check.png
Perform Bulk Actions in the Company Level Equipment Tool       icon-mindtouch-table-check.png
Prepare Company Owned Equipment for Import       icon-mindtouch-table-check.png
Retrieve a Company Level Equipment Entry from the Recycle Bin 1       icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Search and Filter Company Level Equipment Entries   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Set Up Default Equipment       icon-mindtouch-table-check.png
View a Company Level Equipment Entry   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View the Change History of a Company Level Equipment Entry       icon-mindtouch-table-check.png

1 Users with 'Standard' permission can only perform the task on the equipment entries they create.