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Procore

Permissions

Emails

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

Task None Read Only Standard Admin
Apply a Tag to an Email     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Archive an Email       icon-mindtouch-table-check.png
Configure Advanced Settings: Emails       icon-mindtouch-table-check.png
Create a Tag to Filter Emails       icon-mindtouch-table-check.png
Create an Email     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Export an Email as a PDF   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Delete an Email       icon-mindtouch-table-check.png
Delete a Tag from the Emails Tool       icon-mindtouch-table-check.png
Filter Emails by Tag   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Forward an Email Using the Emails Tool     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Add an Email Signature to Procore Emails   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Mark an Email as Private or Public     icon-mindtouch-table-check.png1 icon-mindtouch-table-check.png
Mark an Email as Spam       icon-mindtouch-table-check.png
Remove a Tag from an Email     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Reply to an Email Sent from the Emails Tool icon-mindtouch-table-check.png4 icon-mindtouch-table-check.png4 icon-mindtouch-table-check.png4 icon-mindtouch-table-check.png4
Reply to an Email Using the Emails Tool     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Restore an Archived Email       icon-mindtouch-table-check.png
Retrieve an Email from the Recycle Bin       icon-mindtouch-table-check.png
Search Emails in the Emails Tool   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Send an Inbound Email to the Project's Emails Tool icon-mindtouch-table-check.png2      
Set Up Your Outbound Email Signature   icon-mindtouch-table-check.png3 icon-mindtouch-table-check.png3 icon-mindtouch-table-check.png3
Reply to an Email Using the Emails Tool     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Unmark an Email as Spam       icon-mindtouch-table-check.png
View All Emails in the Emails Tool       icon-mindtouch-table-check.png

1  Users with 'Standard' permissions to the Emails tool can make an email private or public if they created it.

2  Anyone who knows the exact inbound email address for the project can send an email to the Emails tool, regardless of whether they are a project user in Procore. See Send An Inbound Email to the Project's Emails Tool.

3 The ability to set up an email signature is available under your name in the upper right corner of the Procore web application under 'My Settings'. 

4 Procore permissions are not required for a person to reply to an email using an email client outside of Procore. However, only 'Standard' and 'Admin' level users can use the reply function within the Emails tool in Procore.  

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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