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Procore

Permissions

Instructions

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

Task None Read-only Standard Admin
Add the Instructions Tool to a Project       icon_checkmark_h17.png1
Configure Advanced Settings: Instructions       icon_checkmark_h17.png2
Create an Instruction from an RFI     icon_checkmark_h17.png icon_checkmark_h17.png
Create and Issue an Instruction     icon_checkmark_h17.png icon_checkmark_h17.png
Export an Instruction   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Export the Instructions List   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Request to Enable the Instructions Tool       icon_checkmark_h17.png1
Retrieve an Instruction from the Recycle Bin       icon_checkmark_h17.png
Send an Instruction to the Recycle Bin     icon_checkmark_h17.png icon_checkmark_h17.png
Set User Permission for the Instructions Tool       icon_checkmark_h17.png
Switch Between Views in the Instructions Tool   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Update and Re-Issue an Instruction     icon_checkmark_h17.png icon_checkmark_h17.png

1 You must also be your company's Procore Administrator. 

2 You must also have read access to the RFI. For details, see Create an Instruction from an RFI.

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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