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Procore

View Correspondence Item Permissions

Objective

To view the permissions for a correspondence item in the 'Permissions' tab.

Background 

The Correspondence tool introduces the 'Permissions' tab that lets you view you has permission to access a particular correspondence item.

Things to Consider 

  • Required User Permission:
    • 'Read Only' level permissions or higher on the project's Correspondence tool.
    • To view Correspondence items with the Super Private setting enabled, you must meet one of the following requirements:
      • 'Admin' permission for the correspondence type and you or a user within your company are the creator, assignee, or included in the distribution list or within the 'Received From' field on the Correspondence item.
        OR
      • 'Read Only' or 'Standard' level permission on the Correspondence type with the 'View Private Items Accessible to Users within Same Company' granular permission enabled on your permission template and you or a user within your company are the creator, assignee, or included in the distribution list or within the 'Received From' field on the Correspondence item.

Steps  

  1. Navigate to your project's Correspondence tool.
  2. In the List view, locate the correspondence item for which you want to view permissions.
  3. Open the correspondence by either clicking the Number or Subject link. 
  4. Click the Permissions tab to see who has access to the item and what company they belong to.