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 Permission 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		1	1
Search, Sort, and Filter Correspondences
Change the Status of a Correspondence Item			2
Archive a correspondence item Archive a Correspondence Item

¹  Users with 'Read Only' or 'Standard' level permissions for the project's correspondence type can respond to a correspondence item if:

• The 'Respond to Items They are On' granular permission is enabled on the permission template for the correspondence type.
  AND
  The user is either the Creator of the correspondence item or listed in the Assignee, Received From, or Distribution fields. 
• In addition, 'Read Only' and 'Standard' users who belong to the same companies as the users listed on the correspondence item:
  • Can respond to items if the ‘Respond to Items Accessible to Users within Same Company’ granular permission is enabled on the permission template for the correspondence type.
  • Can respond to private items if the ‘Respond to Private Items Accessible to Users within Same Company’ granular permission is enabled on the permission template for the correspondence type.

²  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 a Fieldset to Projects in the Correspondence Tool
Create a Custom Field in the Correspondence Tool
Create a Fieldset for a Correspondence Type in the Correspondence Tool
Create a New Correspondence Type
Edit a Correspondence Type
Edit a Custom Field in the Correspondence Tool
Edit a Fieldset for a Correspondence Type in the Correspondence Tool
Remove Configurable Fieldsets from Projects in the Correspondence Tool

Training Video

See Also

• Grant Granular Permissions in a Permission Template