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Procore

Permissions

Change Orders

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

Task None Read-only Standard Admin
Be Designated as a Reviewer of a Change Order     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Configure Advanced Settings: Change Orders       icon-mindtouch-table-check.png
Create a PDF of a Change Order   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Edit a Change Order       icon-mindtouch-table-check.png
Email Forward a Change Order     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Review and Respond to Commitment Change Orders   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Review and Approve/Reject Prime Contract Change Orders (PCCO)     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View Change Orders     icon-mindtouch-table-check.png* icon-mindtouch-table-check.png

* Users with 'Standard' level permissions on Change Orders can only view change orders if they have been added to the 'Private' drop-down of the contract.

Admin Tool

The following table highlights which user permissions are required in the project's Admin tool to perform the described user action.

Task None Read-only Standard Admin
Enable the Change Orders Tool       icon-mindtouch-table-check.png

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-mindtouch-table-check.png      
Company Administrator       icon-mindtouch-table-check.png
Engineer icon-mindtouch-table-check.png      
Owner / Construction Manager     icon-mindtouch-table-check.png  
Project Manager       icon-mindtouch-table-check.png
Subcontractor     icon-mindtouch-table-check.png  
Superintendent icon-mindtouch-table-check.png      

 

 

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