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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
Add a Visual to a Custom Company Report     icon-mindtouch-table-check.png1, 2 icon-mindtouch-table-check.png1, 2
Aggregate Data in a Custom Company Report     icon-mindtouch-table-check.png1 icon-mindtouch-table-check.png1
Assign a Custom Report to All Projects       icon-mindtouch-table-check.png
Clone a Custom Company Report     icon-mindtouch-table-check.png3 icon-mindtouch-table-check.png3
Configure Advanced Settings: Company Reports       icon-mindtouch-table-check.png
Create a Calculated Column in a Custom Report     icon-mindtouch-table-check.png1 icon-mindtouch-table-check.png1
Create a Custom Company Report     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create a Dashboard     icon-mindtouch-table-check.png4 icon-mindtouch-table-check.png4
Delete a Custom Company Report     icon-mindtouch-table-check.png1 icon-mindtouch-table-check.png1
Distribute a Snapshot of a Custom Company Report     icon-mindtouch-table-check.png1 icon-mindtouch-table-check.png1
Download an Open Submittals Report   icon-mindtouch-table-check.png5 icon-mindtouch-table-check.png5 icon-mindtouch-table-check.png5
Edit a Company Level Custom Report     icon-mindtouch-table-check.png1 icon-mindtouch-table-check.png1
Export a Custom Company Report   icon-mindtouch-table-check.png3 icon-mindtouch-table-check.png3 icon-mindtouch-table-check.png3
Share a Custom Company Report       icon-mindtouch-table-check.png1
Share a Dashboard       icon-mindtouch-table-check.png6
View Company Reports   icon-mindtouch-table-check.png2 icon-mindtouch-table-check.png2 icon-mindtouch-table-check.png2

1 This task can only be completed by the report's creator.

Report-specific permissions may apply. 

This task can be completed by users with access to the report as its creator or a viewer (if shared).

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.

This task can only be completed by the dashboard's creator.