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 Company 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.
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|