Incidents - User Permissions
Learn which user permissions are required to take the described actions in this tool.
Important
Some actions that impact this tool are done in other Procore tools.Permissions
Users can take the action with this permission level.
Users can take this action with this permission level AND one or more additional requirements, like granular permissions.
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Incidents Tutorials |
None |
Read Only |
Standard |
Admin |
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Add Assignees to an Incident |
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Admin users can assign 'Standard' and 'Admin' users to Incidents. |
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Add a Contact to an Incident |
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User also need 'Read Only' level permissions or higher to the project's Directory tool with the 'Create Contacts' granular permission. |
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Add a Record to an Incident |
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Add a Related Item to an Incident |
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Add a Witness Statement to an Incident You Created |
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Add an Action to an Incident You Created |
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Add an Action to Any Incident |
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Add an Environmental Record to an Incident You Created |
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Add an Environmental Record to Any Incident You Created |
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Add an Injury/Illness Record to an Incident You Created |
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Add an Injury/Illness Record to Any Incident |
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Add a Near Miss Record to an Incident You Created |
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Add a Near Miss Record to Any Incident |
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Add a Property Damage Record to an Incident You Created |
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Add a Property Damage Record to Any Incident |
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Close an Incident You Created |
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Close Any Incident |
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Configure Advanced Settings: Incidents |
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Configure a Custom Workflow Template for Incidents on a Project |
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Create a Custom Workflow Template for Incidents |
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Create a New Location for an Incident |
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The 'Only allow locations to be created in the Location Manager' setting must be disabled in the Locations settings of the project's Admin tool. |
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Create an Incident |
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Create Project-Only Equipment |
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Users must also have one of the following permissions to the project's Equipment tool:
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Delete an Incident |
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Delete an Incident Record |
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Edit a Near Miss Record You Created |
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Edit Any Near Miss Record |
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Edit an Incident You Created |
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Edit Any Incident |
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Edit an Injury/Illness Record You Created |
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Edit Any Injury/Illness Record |
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Email Incidents You Created |
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Email Any Incidents |
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Export Incidents as a PDF or CSV |
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Search and Filter Incidents |
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Retrieve an Incident From the Recycle Bin |
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View an Incident (Not Private) |
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View an Incident (Private) |
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'Read Only' and 'Standard' level users must also be the Incident's Creator, Assignee, Alert Recipient, or a member of the Distribution List. |
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View Project Incident Insights |
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