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Procore

Permissions

Correspondence Tool

 Early Access
The following documents describe functionality that is currently not available in all accounts. Please contact your Procore Account Manager for more information.

Training Video

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

 

 

Project Level

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

Task None Read-only Standard Admin
Create a correspondence item     icon_checkmark_h17.png icon_checkmark_h17.png
Create and link a correspondence item     icon_checkmark_h17.png icon_checkmark_h17.png
Respond to a correspondence item1    icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Search and filter correspondence item   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Change correspondence item status2     icon_checkmark_h17.png icon_checkmark_h17.png
Archive a correspondence item       icon_checkmark_h17.png

1  Users with 'Read-only' permissions can respond to a correspondence item if the "Respond to Items Accessible to Users within Same Company" checkbox has been selected in the Permissions tool.

2  Users with 'Standard' permissions can change status to the items they create. Users with "Admin' permissions can change status to the items they create and are a part of.

 

See Also

Grant Granular Permissions in a Permission Template

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