Permissions

Correspondence

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

 - Denotes an action that is supported in Procore's iOS and/or Android mobile application. 

+ - Indicates that the action can be completed if the user is granted the appropriate granular permissions. See Grant Granular Permissions in a Project Permissions Template.

Task	None	Read Only	Standard	Admin
Create a Correspondence Item
Create and Link an RFI, Change Event, or a Different Correspondence Item to an Existing Correspondence Item
Respond to a Correspondence Item		+	+
Search, Sort, and Filter Correspondences
Change the Status of a Correspondence Item			1
Archive a correspondence item Archive a Correspondence Item

¹ Users with 'Standard' permissions can change the status of the items they create. Users with 'Admin' permissions can change status to the items they create and are a part of.

Company Level

Admin Tool

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

Task	None	Read Only	Standard	Admin
Apply Configurable Fieldsets to Projects
Create New Custom Fields
Create New Configurable Fieldsets
Create a New Correspondence Type
Edit a Correspondence Type
Edit Custom Fields
Edit Configurable Fieldsets
Remove Configurable Fieldsets from Projects

Training Video