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Procore

Permissions

Meetings

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

icon-mindtouch-table-mobile.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-mindtouch-table-check.png icon-mindtouch-table-check.png
Add a Meeting Category        icon-mindtouch-table-check.png
Add a Meeting Item icon-mindtouch-table-mobile.png       icon-mindtouch-table-check.png
Add a Meeting To Your Personal Calendar   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Add a Related Item to a Meeting       icon-mindtouch-table-check.png
Add Meeting Minutes  icon-mindtouch-table-mobile.png       icon-mindtouch-table-check.png
Configure Advanced Settings: Meetings        icon-mindtouch-table-check.png
Convert a Meeting from Agenda to Minutes Mode icon-mindtouch-table-mobile.png       icon-mindtouch-table-check.png
Create a Follow-up Meeting       icon-mindtouch-table-check.png
Create a Meeting icon-mindtouch-table-mobile.png       icon-mindtouch-table-check.png
Create a Meeting from a Template       icon-mindtouch-table-check.png
Delete a Meeting       icon-mindtouch-table-check.png
Delete a Meeting Category       icon-mindtouch-table-check.png
Delete a Meeting Item       icon-mindtouch-table-check.png
Distribute a Meeting Agenda       icon-mindtouch-table-check.png
Distribute and Redistribute Meeting Minutes       icon-mindtouch-table-check.png
Edit a Meeting Item       icon-mindtouch-table-check.png
Edit a Meeting icon-mindtouch-table-mobile.png       icon-mindtouch-table-check.png
Export a Meeting as a PDF   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Forward a Meeting by Email       icon-mindtouch-table-check.png
Initiate an Email Communication Thread for a Meeting icon-mindtouch-table-check.png1     icon-mindtouch-table-check.png
Record Meeting Attendance       icon-mindtouch-table-check.png
Reorder Meeting Items and Categories       icon-mindtouch-table-check.png
Search for a Meeting  icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Star Previous Minutes       icon-mindtouch-table-check.png
View a Meeting  icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View Previous Minutes   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View the Change History of a Meeting       icon-mindtouch-table-check.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-mindtouch-table-check.png    
Company Administrator       icon-mindtouch-table-check.png
Engineer   icon-mindtouch-table-check.png    
Owner / Construction Manager   icon-mindtouch-table-check.png    
Project Manager       icon-mindtouch-table-check.png
Subcontractor icon-mindtouch-table-check.png      
Superintendent   icon-mindtouch-table-check.png    

 

 

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