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Change the Privacy Settings for a Commitment

Objective

To change the privacy settings for an individual commitment

Background

If your Procore user account has the required user permissions to edit a commitment on the project, you can change its privacy settings. Depending on the settings you choose, you can remove the privacy settings, make it visible only to users with 'Admin' level permissions on the Commitments tool, or make it visible to specific users with non-Admin level permissions.

Things to Consider

Prerequisites

Steps

  1. Navigate to the project's Commitments tool. 
  2. Click the Number link in the table to open the desired commitment. 
  3. In the General tab, click Edit
  4. Scroll to the Private field in the commitment. Then choose from these options:
    • Remove all privacy settings
      To remove all privacy settings, clear the mark from the Make this Visible Only to Administrators and the Following Users check box. This action provides users with Read-Only level permissions or higher with the ability to view the commitment in the Commitments tool. 
      remove-privacy-settings.png
    • Make this Visible Only to Administrators and the Following Users
      Place a checkmark in this box to limit the visibility of the purchase order to users with 'Admin' on the project's Commitments tool and users specified in the 'Select a Person' drop-down list. 
       Note
      • To appear as a selection in the 'Select a Person' list, the user's Procore account must be added to the Project Directory. See Add a User Account to the Project Directory.
      • The 'Make this Visible Only to Administrators and the Following Users' checkbox does NOT provide non-Admin users with the ability to view the Schedule of Values (SOV). To do that, you must also mark the 'Allow Selected Users to See SOV Items' check box. 

      private-limited-access.png
    • Allow selected users to see SOV items
      Place a checkmark in this box to limit the visibility of the SOV items on the purchase order to users with 'Admin' on the project's Commitments tool and users specified in the 'Select a Person' drop-down list. 
      allow-these-users-to-see-sov-items.png
  5. Click Save.

 

If you would like to learn more about Procore's commitments software and how it can help your business, please visit our construction financials tool product page icon-external-link.png.