The following table highlights which user permissions are required to perform the described user action.
- Indicates that the task requires the ERP Integrations tool. See ERP Integrations.
- Indicates that the task can be completed if the user is granted the correct Granular Permissions. See Grant Granular Permissions in a Permission Template.
1 These steps require that your company has enabled the ProEst by Procore integration.
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|