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Permissions

Table of contents

Inspections

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 Inspection       icon_checkmark_h17.png1
Add Company Level Inspection Templates to Your Project        icon_checkmark_h17.png
Close an Inspection mobile-icon-med.png     icon_checkmark_h17.png2 icon_checkmark_h17.png
Configure Advanced Settings: Inspections       icon_checkmark_h17.png
Create a Project Level Inspection mobile-icon-med.png     icon_checkmark_h17.png icon_checkmark_h17.png
Create a Project Level Inspection Template       icon_checkmark_h17.png
Create an Observation from an Inspection       icon_checkmark_h17.png
Delete an Inspection        icon_checkmark_h17.png
Delete an Inspection Template       icon_checkmark_h17.png
Edit a Project Level Inspection mobile-icon-med.png     icon_checkmark_h17.png2 icon_checkmark_h17.png
Edit a Project Level Inspection Template       icon_checkmark_h17.png
Email Inspections     icon_checkmark_h17.png icon_checkmark_h17.png
Export an Inspection as a PDF or CSV   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Perform an Inspection mobile-icon-med.png     icon_checkmark_h17.png icon_checkmark_h17.png
Retrieve an Inspection From the Recycle Bin       icon_checkmark_h17.png
Search and Filter for Inspections   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
View Project Level Inspections mobile-icon-med.png   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
View the Activity Feed of an Inspection   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
View Change History of an Inspection        icon_checkmark_h17.png

'Read only' and 'Standard' level users can view related items. 'Admin' users can add related items.

2 'Standard' level users can only close and edit inspections that they have created.

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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Last modified
09:47, 18 Apr 2017

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