The following table highlights which user permissions are required to perform the described user action.
- Indicates that the task can be completed if the user is granted the correct Granular Permissions. See Grant Granular Permissions in a Permission Template.
Your company's Procore account must be integrated with a supported ERP system. See ERP Integrations (Company Level).
1 Admin users can allow 'Standard' level users to create CCOs, CORs, and PCOs, but this is not the default permission. For more information see Configure Advanced Settings: Commitments.
2 'Read only' and 'Standard' users will only be able to view commitments that they have been granted access to via the privacy drop-down menu when editing or creating a commitment.
3 Commitments synced with an ERP-integrated system (e.g., Sage 300 CRE or QuickBooks) cannot be deleted in Procore. However, a user with 'Admin' level permissions to the Commitments tool can submit a request to delete a commitment. See Request to Reset a Synced Commitment in Sage 300 CRE or Request to Delete a Synced Commitment in QuickBooks.
4 Users must have 'Read-Only' or 'Standard' permissions on the project's Commitments tool. Users must also be added to the Private drop-down list for that commitment or must be designated as an Invoice Contact. See Create Invoice Contacts.
5 Users must have 'Standard' permissions on the project's Commitments tool, be listed on the Private drop-down menu for that Commitment, and be listed in the Invoice Contacts drop-down menu for that Commitment.
6 Users with 'Admin' permissions on the project's Commitments tool can export a commitment as either a PDF or a DOCX file. Users with 'Standard' or 'Read-Only' permissions on the project's Commitments tool can export a commitment as a PDF if they have been granted access via the privacy drop-down menu when editing or creating a commitment.
7 Users with 'Read-Only' permissions on the Commitments tool can perform these procedures if they are also listed in the Private field under the commitment's General subtab.
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|