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Procore

Permissions

Drawings

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

    icon-mindtouch-table-mobile.png  - Indicates an action supported in Procore's iOS and/or Android mobile application.

   icon-mindtouch-table-check-grey.png - Indicates that the task can be completed if the user is granted the correct Granular Permissions. See Grant Granular Permissions in a Permission Template.  

Task None Read-only Standard Admin
Add a Link to a Drawing icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Add Drawing Area icon-mindtouch-table-mobile.png       icon-mindtouch-table-check.png
Add Photos to a Drawing     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Add Punch List Items to a Drawing icon-mindtouch-table-mobile.png     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Allow Users To Delete Published Markups       icon-mindtouch-table-check.png
Change a Drawing Version's Number       icon-mindtouch-table-check.png
Compare Drawing Revisions   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Configure Advanced Settings: Drawings       icon-mindtouch-table-check.png
Configure Default Drawing Disciplines        icon-mindtouch-table-check.png
Create a Drawing Set       icon-mindtouch-table-check.png
Delete a Drawing Area       icon-mindtouch-table-check.png
Delete a Drawing Set       icon-mindtouch-table-check.png
Delete Drawing Markups (personal)  icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Delete Drawing Markups (published) icon-mindtouch-table-mobile.png       icon-mindtouch-table-check.png
Delete Drawings       icon-mindtouch-table-check.png
Delete Pending Drawings       icon-mindtouch-table-check.png
Download Drawings  icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Edit a Drawing Area Name       icon-mindtouch-table-check.png
Edit a Drawing Set          icon-mindtouch-table-check.png
Edit Drawings         icon-mindtouch-table-check.png
Email Drawings  icon-mindtouch-table-mobile.png     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Enable or Disable Drawing Areas       icon-mindtouch-table-check.png
Export the Drawings Log to a PDF or CSV   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Export Drawings as a PDF or CSV   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Filter Drawing Markups   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Link to Related Items on a Drawing  icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Manage Drawing Log       icon-mindtouch-table-check.png
Mark Drawings as Obsolete         icon-mindtouch-table-check.png
Mark Up a Drawing (personal)  icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Mark Up a Drawing (published) icon-mindtouch-table-mobile.png      icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Open a Drawing   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Print Drawings icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Publish Personal Drawing Markups icon-mindtouch-table-mobile.png      icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Reorder Drawings       icon-mindtouch-table-check.png
Review and Confirm Drawings   icon-mindtouch-table-check-grey.png3 icon-mindtouch-table-check-grey.png3 icon-mindtouch-table-check.png
Search For and Filter Drawings  icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Subscribe to the Drawings Log   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png1
Unsubscribe from the Drawings Log   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png1
Upload a Drawing Sketch       icon-mindtouch-table-check.png
Upload Drawing Revisions   icon-mindtouch-table-check-grey.png icon-mindtouch-table-check-grey.png icon-mindtouch-table-check.png
Upload Drawings   icon-mindtouch-table-check-grey.png icon-mindtouch-table-check-grey.png icon-mindtouch-table-check.png
View the All Drawing Sets and Revisions Report       icon-mindtouch-table-check.png
View the All Sketches Report    icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View the Measurements Report for Drawings   icon-mindtouch-table-check.png2 icon-mindtouch-table-check.png2 icon-mindtouch-table-check.png2
View the Deleted Drawings Revision Report       icon-mindtouch-table-check.png
View Sketches icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View Drawings icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View Markup Activity Feed   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png

1 Only users with 'Admin' permissions can subscribe or unsubscribe other users to the Drawings tool.

Users can only see their own measurements that they have added to drawings using the measurement markup tools. See Add Measurements to a Drawing.

3 Users with the 'Upload and Review Drawings' granular permission can review and confirm drawings.

4 Users with the 'Upload Drawings' or 'Upload and Review Drawings' granular permission can upload drawings.

 

 

Job Role

The following table highlights which user permissions are typically granted to a user based on their job role on a project. A user's permissions for a specific tool are granted on a per project basis. To learn how to create permission templates that you can apply to groups of users based on their job role, see Manage Permission Templates.

Job Role None Read-only Standard Admin
Architect     icon-mindtouch-table-check.png  
Company Administrator       icon-mindtouch-table-check.png
Engineer     icon-mindtouch-table-check.png  
Owner / Construction Manager   icon-mindtouch-table-check.png    
Project Manager       icon-mindtouch-table-check.png
Subcontractor   icon-mindtouch-table-check.png    
Superintendent     icon-mindtouch-table-check.png  

 

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