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Permissions

Table of contents

Incidents

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

mobile-icon-med.png - Denotes an action supported in Procore's iOS and/or Android mobile application.

Task None Read-only Standard Admin
Add a Related Item to an Incident       icon_checkmark_h17.png
Close an Incident     icon_checkmark_h17.png1 icon_checkmark_h17.png
Configure Advanced Settings: Incidents       icon_checkmark_h17.png
Create a Near Miss Record Within an Incident     icon_checkmark_h17.png1 icon_checkmark_h17.png
Create an Incident     icon_checkmark_h17.png icon_checkmark_h17.png
Create an Injury Record Within an Incident     icon_checkmark_h17.png1 icon_checkmark_h17.png
Delete an Incident       icon_checkmark_h17.png
Edit a Near Miss Record     icon_checkmark_h17.png1 icon_checkmark_h17.png
Edit an Incident     icon_checkmark_h17.png1 icon_checkmark_h17.png
Edit an Injury Record     icon_checkmark_h17.png1 icon_checkmark_h17.png
Email Incidents     icon_checkmark_h17.png icon_checkmark_h17.png
Export Incidents as a PDF or CSV   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Retrieve an Incident From the Recycle Bin       icon_checkmark_h17.png
View an Incident   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png

'Standard' users can edit assets in incidents that they create.

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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