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Procore

Company Equipment - User Permissions

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

   

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Configure Categories, Types, and Makes
Web

     

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Configure Columns for Equipment
Web

 

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Configure Custom Statuses for Equipment
Web

     

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Configure Telematics for Caterpillar
Web

     

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Configure Telematics for John Deere
Web

     

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Configure Telematics for Samsara
Web

     

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Configure Telematics for United Rentals
Web

     

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Create a Maintenance Record
Web

   

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Create an Equipment Record
Web

   

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Delete an Equipment Record
Web

   

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Disconnect an Equipment Telematics Connection
Web

     

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Edit an Equipment Record
Web

   

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Edit Vendor for Rented Equipment
Web

   

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

Generate QR Codes for Equipment
Web

 

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Import Equipment
Web

   

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Recover Equipment Records from the Recycle Bin
Web

   

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Scan QR Codes for Equipment
iOS Android

 

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Search, Sort, and Filter Equipment
Web

 

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Set Current Project
Web

   

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Sync Equipment Telematics Data
Web

     

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View Change History
Web

   

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View Equipment Details in the Company Equipment Tool
Web

 

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View Equipment on the Map in the Company Equipment Tool Beta
Web

 

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View Equipment Project Assignments
Web

   

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Legacy Content

For the legacy Equipment experience, reference these permissions.

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

   

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Configure Advanced Settings: Company Level Equipment Tool

     

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Create a Company Level Equipment Entry 1

   

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Customize the Column Display in the Company Level Equipment Tool

 

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Delete a Company Level Equipment Category or Type

     

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Delete a Company Level Equipment Entry 1

   

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Delete a Company Level Equipment Make or Model

     

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Edit a Company Level Equipment Category or Type

     

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Edit a Company Level Equipment Entry 1

   

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Edit a Company Level Equipment Make or Model

     

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Import Company Owned Equipment

     

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Perform Bulk Actions in the Company Level Equipment Tool

     

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Prepare Company Owned Equipment for Import

     

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Retrieve a Company Level Equipment Entry from the Recycle Bin 1

   

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Search and Filter Company Level Equipment Entries

 

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Set Up Default Equipment

     

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View a Company Level Equipment Entry

 

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View the Change History of a Company Level Equipment Entry

     

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