Workflows Tool
Workflows
The following table highlights which user permissions are required to perform the described user action.
+ : Indicates that one or more granular permissions are available for the task. See the relevant tutorial or Grant Granular Permissions in a Company Permissions Template for more information.
| Task | None | Read Only | Standard | Admin |
|---|---|---|---|---|
| Assign a Custom Workflow Template to a Project | + |
+ |
|
|
| Create a Custom Workflow Template | |
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| Delete a Custom Workflow Template | + |
+ |
|
|
| Duplicate a Custom Workflow Template | |
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| Edit a Custom Workflow Template | + |
+ |
|
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| Enable Self-Serve Workflows for your Company | |
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| Publish a Custom Workflow Template | |
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| View Workflow Templates | + |
+ |
|
Legacy Workflows
* If your company purchased the legacy Workflows tool, your company's Procore Administrator must submit an enablement request to your company's Procore point of contact. Your Procore Administrator will work with your Procore point of contact to create workflows.