Workflows Tool - User Permissions
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 Workflow Template to a Project | + |
+ |
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| Configure Settings: Workflows | |
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| Create a Workflow Template | |
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| Create and Manage Custom Workflow Responses | |
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| Delete a Draft Workflow Template | + |
+ |
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| Duplicate a Workflow Template | |
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| Edit a Workflow Template | + |
+ |
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| Enable Self-Serve Workflows for your Company | |
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| Publish a Workflow Template | |
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| View Workflow Templates | + |
+ |
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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.
PROCORE SUPPORT: INTERNAL NOTES
General Permissions
This table describes the general permissions that are required for workflows.
| Task | None | Read-only | Standard | Admin |
|---|---|---|---|---|
| To view a custom tool/item with an attached workflow | |
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| To see the workflow history | |
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| To be included in a workflow and assigned an item | |
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| To act on behalf of a person in a workflow | |
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| To have full control over the Workflows tool | |
Workflows
This table details the required user permissions for performing the following actions with the Workflows tool.
| Task | None | Read-only | Standard | Admin | Procore point of contact |
|---|---|---|---|---|---|
| Create a Workflow* | |
Supported Project Level Tools
This table details the required user permissions for the Project level tools that are supported by Procore's Workflows tool.
Change Orders Tool
This table details the required user permissions for performing the following actions with the Workflows tool.
| Task | None | Read-only | Standard | Admin | Procore point of contact |
|---|---|---|---|---|---|
| Configure the Workflow Settings | |
|
Commitments Tool
This table details the required user permissions for performing the following actions with the Workflows tool.
| Task | None | Read-only | Standard | Admin | Procore point of contact |
|---|---|---|---|---|---|
| Configure the Workflow Settings | |
|
Prime Contract Tool
This table details the required user permissions for performing the following actions with the Workflows tool.
| Task | None | Read-only | Standard | Admin | Procore point of contact |
|---|---|---|---|---|---|
| Configure the Workflow Settings | |
|
Custom Tool
This table details the required user permissions for performing the following actions with the Workflows tool.
| Task | None | Read-only | Standard | Admin | Procore point of contact |
|---|---|---|---|---|---|
| Configure the Workflow Settings | |
|