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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_checkmark_h17.png icon_checkmark_h17.png
Archive an Email       icon_checkmark_h17.png
Configure Advanced Settings: Emails       icon_checkmark_h17.png
Create a Tag to Filter Emails       icon_checkmark_h17.png
Create an Email     icon_checkmark_h17.png icon_checkmark_h17.png
Export an Email as a PDF   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Delete an Email       icon_checkmark_h17.png
Delete a Tag from the Emails Tool       icon_checkmark_h17.png
Filter Emails by Tag   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Forward an Email Using the Emails Tool     icon_checkmark_h17.png icon_checkmark_h17.png
Add an Email Signature to Procore Emails   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Mark an Email as Private       icon_checkmark_h17.png
Mark an Email as Spam       icon_checkmark_h17.png
Remove a Tag from an Email     icon_checkmark_h17.png icon_checkmark_h17.png
Reply to an Email Sent from the Emails Tool   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Restore an Archived Email       icon_checkmark_h17.png
Retrieve an Email from the Recycle Bin       icon_checkmark_h17.png
Search Emails in the Emails Tool   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Send an Inbound Email to the Project's Emails Tool icon_checkmark_h17.png1      
Set Up Your Outbound Email Signature   icon_checkmark_h17.png2 icon_checkmark_h17.png2 icon_checkmark_h17.png2
Reply to an Email Using the Emails Tool     icon_checkmark_h17.png icon_checkmark_h17.png
Unmark an Email as Spam       icon_checkmark_h17.png
View All Emails in the Emails Tool       icon_checkmark_h17.png

1 Anyone who knows the inbound email address can send an email to the project's Emails tool, whether or not they are a Procore user. See Send an Inbound Email to the Project's Emails Tool.  

2 The ability to set up an email signature is available under your name in the top-right corner of the Procore web application by selecting the 'My Settings' menu option

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_checkmark_h17.png      
Company Administrator       icon_checkmark_h17.png
Engineer icon_checkmark_h17.png      
Owner / Construction Manager icon_checkmark_h17.png      
Project Manager       icon_checkmark_h17.png
Subcontractor icon_checkmark_h17.png      
Superintendent   icon_checkmark_h17.png    

 

 

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