Configure the Default Privacy Settings for New Commitments

Objective

To set the default privacy for new commitments in the project's Commitments tool.

Background

By default, Procore marks new commitments as 'Private,' making them visible only to users with 'Admin' permissions on the Commitments tool. While most users keep this setting, users with 'Admin' level permissions on the Commitments tool can remove the default setting, making commitments visible to all project users with 'Read-Only' level permissions. If an Admin chooses to disable the setting, end users can still change the individual commitment's setting to private. 

Things to Consider

• Required User Permissions:
  • 'Admin' level permission on the project's Commitments tool. 
• Additional Information:
  • Setting changes apply only to new commitments on the project, not existing ones.
  • To learn more, see Are commitments private by default? 
  • To change the setting on an individual commitment, see Change the Privacy Settings for a Commitment.

Steps

1. Navigate to the project's Commitments tool. 
2. Click Configure Settings .
3. Under Contract Configuration, remove the checkmark from Private.
   
   
    
4. Click Save. 

See Also

• Change the Privacy Settings for a Commitment
• Are subcontracts and purchase orders private by default?