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Procore

Permissions

Company Level Reports

The following table highlights which user permissions are required to perform the described user action.

Task None Read-only Standard Admin
Configure Advanced Settings: Company Reports       icon_checkmark_h17.png
Aggregate Data in a Custom Company Report       icon_checkmark_h17.png
Assign a Custom Report to All Projects       icon_checkmark_h17.png
Create a Custom Company Report     icon_checkmark_h17.png icon_checkmark_h17.png
Create User Sessions Report       icon_checkmark_h17.png
Delete a Custom Company Report       icon_checkmark_h17.png
Distribute a Custom Company Report       icon_checkmark_h17.png
Download an Open Submittals Report   icon_checkmark_h17.png icon_checkmark_h17.png  icon_checkmark_h17.png 
Edit a Company Level Custom Report       icon_checkmark_h17.png
Share a Custom Company Report       icon_checkmark_h17.png
View Company Reports       icon_checkmark_h17.png

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

The Company Level Open Submittals Report must be enabled on the backend by Procore. See Request to Enable the Open Submittals Report.

Job Role

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.

Job Role None Read-only Standard Admin
Architect icon_checkmark_h17.png      
Company Administrator       icon_checkmark_h17.png
Engineer icon_checkmark_h17.png      
Owner / Construction Manager icon_checkmark_h17.png      
Project Manager       icon_checkmark_h17.png
Subcontractor icon_checkmark_h17.png      
Superintendent icon_checkmark_h17.png      

 

 

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