1-866-477-6267 (toll-free)
Support Home > Products > Procore > Procore User Guide > Project Level > Meetings > Permissions

Permissions

Table of contents

Meetings

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 Comment to a Meeting Item     icon_checkmark_h17.png icon_checkmark_h17.png
Add a Meeting Category        icon_checkmark_h17.png
Add a Meeting Item mobile-icon-med.png       icon_checkmark_h17.png
Add a Meeting To Your Personal Calendar   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Add a Related Item to a Meeting       icon_checkmark_h17.png
Add Meeting Minutes  mobile-icon-med.png       icon_checkmark_h17.png
Configure Advanced Settings: Meetings        icon_checkmark_h17.png
Convert a Meeting from Agenda to Minutes Mode mobile-icon-med.png       icon_checkmark_h17.png
Copy Meeting Minutes From a Previous Meeting       icon_checkmark_h17.png
Create a Follow-up Meeting       icon_checkmark_h17.png
Create a Meeting mobile-icon-sm.png       icon_checkmark_h17.png
Create a Meeting from a Template       icon_checkmark_h17.png
Delete a Meeting       icon_checkmark_h17.png
Delete a Meeting Category       icon_checkmark_h17.png
Delete a Meeting Item       icon_checkmark_h17.png
Distribute a Meeting Agenda       icon_checkmark_h17.png
Distribute and Redistribute Meeting Minutes       icon_checkmark_h17.png
Edit a Meeting Item       icon_checkmark_h17.png
Edit a Meeting mobile-icon-sm.png       icon_checkmark_h17.png
Export a Meeting as a PDF   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Forward a Meeting by Email       icon_checkmark_h17.png
Initiate an Email Communication Thread for a Meeting icon_checkmark_h17.png1     icon_checkmark_h17.png
Record Meeting Attendance       icon_checkmark_h17.png
Reorder Meeting Items and Categories       icon_checkmark_h17.png
Search for a Meeting  mobile-icon-sm.png   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
View a Meeting  mobile-icon-sm.png   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
View the Change History of a Meeting   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png

1 Any person (even non-Procore users) with the email address for the meeting can initiate a communication thread. See Initiate an Email Communication Thread for a Meeting).

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    
You must to post a comment.
Last modified
14:52, 2 May 2017

Tags

Classifications

This page has no classifications.