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.

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.

What granular permissions are available for the Company level Equipment tool?

Equipment Tutorials
Action

None

Read Only

Standard

Admin

Notes

Add or Remove from Equipment from Projects
Web

 

Icon Mindtouch Table Check Gp

  • Transfer Equipment Between Projects/ Assign Equipment to Projects

Icon Mindtouch Table Check Gp

  • Transfer Equipment Between Projects/ Assign Equipment to Projects

Icon Mindtouch Table Check

 

Configure Categories, Types, and Makes
Web

     

Icon Mindtouch Table Check

 

Configure Columns for Equipment
Web

 

Icon Mindtouch Table Check

Icon Mindtouch Table Check

Icon Mindtouch Table Check

 

Configure Custom Statuses for Equipment
Web

     

Icon Mindtouch Table Check

 

Configure Telematics for Caterpillar
Web

     

Icon Mindtouch Table Check

 

Configure Telematics for John Deere
Web

     

Icon Mindtouch Table Check

 

Configure Telematics for Samsara
Web

     

Icon Mindtouch Table Check

 

Configure Telematics for United Rentals
Web

     

Icon Mindtouch Table Check

 

Create a Maintenance Record
Web

   

Icon Mindtouch Table Check

Icon Mindtouch Table Check

 

Create an Equipment Record (Owned)
Web

 

Icon Mindtouch Table Check Gp

  • Create Owned Equipment

Icon Mindtouch Table Check Gp

  • Create Owned Equipment

Icon Mindtouch Table Check

 

Create an Equipment Record (Rented, Subcontracted)
Web

 

Icon Mindtouch Table Check Gp

  • Create Rented / Subcontracted Equipment

Icon Mindtouch Table Check Gp

  • Create Rented / Subcontracted Equipment

Icon Mindtouch Table Check Gp

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

Delete an Equipment Record
Web

   

Icon Mindtouch Table Check

Icon Mindtouch Table Check

 

Disconnect an Equipment Telematics Connection
Web

     

Icon Mindtouch Table Check

 

Edit Equipment (Assignee Field)
Web

   

Icon Mindtouch Table Check Gp

Icon Mindtouch Table Check Gp

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

Edit Equipment (General Information)
Web

   

Icon Mindtouch Table Check

Icon Mindtouch Table Check

 

Edit Equipment 'On Site' Field
Web

 

Icon Mindtouch Table Check Gp

  • Adjust the 'Onsite' Field by Setting, Checking, or Toggling It

Icon Mindtouch Table Check Gp

  • Adjust the 'Onsite' Field by Setting, Checking, or Toggling It

Icon Mindtouch Table Check

 

Edit Equipment Status
Web

 

Icon Mindtouch Table Check Gp

  • Update the Equipment Status

Icon Mindtouch Table Check Gp

  • Update the Equipment Status

Icon Mindtouch Table Check

 

Edit Vendor for Rented Equipment
Web

 

Icon Mindtouch Table Check Gp

  • Create Rented / Subcontracted Equipment

Icon Mindtouch Table Check Gp

  • Create Rented / Subcontracted Equipment

Icon Mindtouch Table Check Gp

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

Generate QR Codes for Equipment
Web

 

Icon Mindtouch Table Check

Icon Mindtouch Table Check

Icon Mindtouch Table Check

 

Import Equipment
Web

   

Icon Mindtouch Table Check

Icon Mindtouch Table Check

 

Recover Equipment Records from the Recycle Bin
Web

   

Icon Mindtouch Table Check

Icon Mindtouch Table Check

 

Search, Sort, and Filter Equipment
Web

 

Icon Mindtouch Table Check

Icon Mindtouch Table Check

Icon Mindtouch Table Check

 

Set Current Project
Web

   

Icon Mindtouch Table Check

Icon Mindtouch Table Check

 

Sync Equipment Telematics Data
Web

     

Icon Mindtouch Table Check

 

View Change History
Web

   

Icon Mindtouch Table Check

Icon Mindtouch Table Check

 

View Equipment Details in the Company Equipment Tool
Web

 

Icon Mindtouch Table Check

Icon Mindtouch Table Check

Icon Mindtouch Table Check

 

View Equipment on the Map in the Company Equipment Tool
Web

 

Icon Mindtouch Table Check Gp

  • View Equipment Location on Maps

Icon Mindtouch Table Check Gp

  • View Equipment Location on Maps

Icon Mindtouch Table Check

 

View Equipment Project Assignments
Web

   

Icon Mindtouch Table Check

Icon Mindtouch Table Check