Permissions are separated into Custom Reports and Enhanced Reporting sections
The following table highlights which user permissions are required to perform the described user action.
1 This task can only be completed by the report's creator.
2 Report-specific permissions may apply.
3 This task can be completed by users with access to the report as its creator or a viewer (if shared).
4 This task can only be completed by the creator of a report's visuals.
5 The Company Level Open Submittals Report must be enabled on the backend by Procore.
6 This task can only be completed by the dashboard's creator.
|General Tasks||None||Read Only||Standard||Company Admin|
|View a Report|
|Create a Report|
|Edit a Report|
|Delete a Report|
|Share a Report|
|Export a Report|
|Distribute a Report|
|Clone a Report|