Company Level Reports
The following table highlights which user permissions are required to perform the described user action.
1 Reports are only available to 'Admin' level users by default or the report must be shared with you. See Share a Custom Report. For information about permissions for viewing reports that have been assigned to a project, see Assign a Custom Report to All Projects or View Company Reports.
2 The Company Level Open Submittals Report must be enabled on the backend by Procore. See Request to Enable the Open Submittals Report.
The following table highlights which user permissions are typically granted to a user based on their job role on a project. A user's permissions for a specific tool are granted on a per project basis. To learn how to create permission templates that you can apply to groups of users based on their job role, see Manage Permission Templates.
|Owner / Construction Manager|