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Procore

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?
Action Company 360 Reports Company Directory Notes
None Read Only Standard Admin
Assign a 360 Report to All Projects       icon-mindtouch-table-check.png  
Configure Settings: Company 360 Reporting       icon-mindtouch-table-check.png  
Create a Calculated Column in a 360 Report       icon-mindtouch-table-check.png  
Create a Company 360 Report       icon-mindtouch-table-check.png 'Super Private Correspondence' is excluded from 360 Reports. See What are super private correspondence types?
Create a Company 360 Report Using a Template       icon-mindtouch-table-check.png 'Super Private Correspondence' is excluded from 360 Reports. See What are super private correspondence types?
Create a User Activity Report in 360 Reporting (Beta)       icon-mindtouch-table-check.png  
Delete a Company 360 Report       icon-mindtouch-table-check.png  
Distribute a Snapshot of a Company 360 Report       icon-mindtouch-table-check.png  
Edit a Company 360 Report       icon-mindtouch-table-check.png 'Super Private Correspondence' is excluded from 360 Reports. See What are super private correspondence types?
Export a Company 360 Report       icon-mindtouch-table-check.png Can only export reports from projects marked 'Active' in Procore.
Share a Company 360 Report       icon-mindtouch-table-check.png Can only be shared with users who have 'Admin' level permissions on the Company Directory tool. 
View a Company 360 Report       icon-mindtouch-table-check.png May require additional permissions from the source tool.

Single Tool Reports

This table summarizes the required user permissions to perform actions.

  Company 360 Report Tool  
Action None Read Only Standard Admin Notes
Add a Visual to a Company Single Tool Report     icon-mindtouch-table-check.png icon-mindtouch-table-check.png 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     icon-mindtouch-table-check.png icon-mindtouch-table-check.png Only the report creator can complete this action.
Assign a Single Tool Report to All Projects       icon-mindtouch-table-check.png  
Copy a Company Single Tool Report     icon-mindtouch-table-check.png icon-mindtouch-table-check.png Only the report's creator or viewers with shared access to the report can complete this action. 
Configure Settings: Company 360 Reporting       icon-mindtouch-table-check.png  
Create a Calculated Column in a Single Tool Report     icon-mindtouch-table-check.png icon-mindtouch-table-check.png Only the report creator can complete this action.
Create a Company Single Tool Report     icon-mindtouch-table-check.png icon-mindtouch-table-check.png  
Delete a Company Single Tool Report     icon-mindtouch-table-check.png icon-mindtouch-table-check.png Only the report creator can complete this action.
Distribute a Snapshot of a Company Single Tool Report     icon-mindtouch-table-check.png icon-mindtouch-table-check.png Only the report creator can complete this action.
Download an Open Submittals Report   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png Contact Procore to enable the 'Company Level Open Submittals Report'.
Edit a Company Single Tool Report     icon-mindtouch-table-check.png icon-mindtouch-table-check.png Only the report creator can complete this action, which may require additional permissions from the source tool.
Export a Company Single Tool Report   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png Only the report's creator or viewers with shared access to the report can complete this action. 
Share a Company Single Tool Report       icon-mindtouch-table-check.png Only the report creator can complete this action.
View a Report   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png 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       icon-mindtouch-table-check.png  
Create a Company Report Dashboard 1     icon-mindtouch-table-check.png icon-mindtouch-table-check.png Only the creator of the report's visuals can complete this action.
Share a Company Report Dashboard 2       icon-mindtouch-table-check.png Only the dashboard creator can complete this action.
View the Financials Dashboard 3     icon-mindtouch-table-check.png icon-mindtouch-table-check.png Requires 'Admin' permissions to the Financial Management source tools.