Correspondence - User 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. 

Task	None	Read Only	Standard	Admin
Add a Related Item to a Correspondence Item			2
Archive a Correspondence Item
Change the Status of a Correspondence Item		+1	2
Complete a Correspondence Item with DocuSign®
Configure Advanced Settings: Correspondence
Create a Correspondence Item		+
Create and Link a New Correspondence Item from a Correspondence Response		+
Create and Link an RFI, Change Event, or a Different Correspondence Item to an Existing Correspondence Item		3	3	3
Customize the Column Display in the Correspondence Tool
Edit a Correspondence Item		+1	2
Export a Correspondence Item
Export a List of Correspondence Items
Generate a QR Code for a Correspondence Item
Link a Correspondence Item on a Drawing		4	4	4
Perform Bulk Actions on Correspondence Items
Respond to a Correspondence Item		+	+
Search, Sort, and Filter Correspondences
View a Correspondence Item		+	+

¹ Users with 'Read Only' level permissions and the necessary granular permissions on a correspondence type can perform this task for correspondence items that they created.

² Users with 'Standard' level permissions on a correspondence type can perform this task for correspondence items that they created.

³ Users will need additional permissions depending on the new item's tool.

⁴ Users will need additional permissions on the project's Drawings tool.

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

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