Company 360 Reporting - User Permissions
Permissions for the Company 360 Reporting tool are divided into three categories: 360 Reports, Single Tool Reports, and Dashboards.
360 Reports
This table summarizes the required user permissions to perform actions.
Important
- To protect sensitive financial and administrative information, users may require additional permissions to access and view source tool data in 360 reports. For details, see How do 360 Reporting permissions work?
Single Tool Reports
This table summarizes the required user permissions to perform actions.
Company 360 Report Tool | |||||
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Action | None | Read Only | Standard | Admin | Notes |
Add a Visual to a Company Single Tool Report | ![]() |
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Only the report creator can complete this action, which may require additional permissions from the source tool. | ||
Aggregate Data in a Company Single Tool Report | ![]() |
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Only the report creator can complete this action. | ||
Assign a Single Tool Report to All Projects | ![]() |
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Copy a Company Single Tool Report | ![]() |
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Only the report's creator or viewers with shared access to the report can complete this action. | ||
Configure Settings: Company 360 Reporting | ![]() |
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Create a Calculated Column in a Single Tool Report | ![]() |
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Only the report creator can complete this action. | ||
Create a Company Single Tool Report | ![]() |
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Delete a Company Single Tool Report | ![]() |
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Only the report creator can complete this action. | ||
Distribute a Snapshot of a Company Single Tool Report | ![]() |
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Only the report creator can complete this action. | ||
Download an Open Submittals Report | ![]() |
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Contact Procore to enable the 'Company Level Open Submittals Report'. | |
Edit a Company Single Tool Report | ![]() |
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Only the report creator can complete this action, which may require additional permissions from the source tool. | ||
Export a Company Single Tool Report | ![]() |
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Only the report's creator or viewers with shared access to the report can complete this action. | |
Share a Company Single Tool Report | ![]() |
Only the report creator can complete this action. | |||
View a Report | ![]() |
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May require additional permissions from the source tool. |
Dashboards
This table summarizes the required user permissions to perform actions.
Action | Company 360 Report Tool | Notes | |||
---|---|---|---|---|---|
None | Read Only | Standard | Admin | ||
Configure Settings: Company 360 Reporting | ![]() |
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Create a Company Report Dashboard 1 | ![]() |
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Only the creator of the report's visuals can complete this action. | ||
Share a Company Report Dashboard 2 | ![]() |
Only the dashboard creator can complete this action. | |||
View the Financials Dashboard 3 | ![]() |
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Requires 'Admin' permissions to the Financial Management source tools. |