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

Permissions

Table of contents

Observations

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 an Observation mobile-icon-med.png     icon_checkmark_h17.png icon_checkmark_h17.png
Add a Related Item to an Observation        icon_checkmark_h17.png
Add Custom Observation Types       icon_checkmark_h17.png1
Change the Status of an Observation mobile-icon-med.png     icon_checkmark_h17.png2 icon_checkmark_h17.png
Close an Observation mobile-icon-med.png     icon_checkmark_h17.png2 icon_checkmark_h17.png
Configure Advanced Settings: Observations       icon_checkmark_h17.png
Create an Observation mobile-icon-med.png     icon_checkmark_h17.png3 icon_checkmark_h17.png
Create an Observation from an Inspection       icon_checkmark_h17.png
Delete an Observation        icon_checkmark_h17.png
Delete Observation Types       icon_checkmark_h17.png1
Edit Observation Types       icon_checkmark_h17.png1
Edit an Observation mobile-icon-med.png     icon_checkmark_h17.png4 icon_checkmark_h17.png
Email Observations     icon_checkmark_h17.png icon_checkmark_h17.png
Export Observations as a PDF or CSV   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Can Be Included on the Distribution List   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Reject an Observation       icon_checkmark_h17.png
Respond to an Observation mobile-icon-med.png     icon_checkmark_h17.png2 icon_checkmark_h17.png
Retrieve an Observation from the Recycle Bin       icon_checkmark_h17.png
Search for and Filter Observations mobile-icon-med.png   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
View the Activity Stream of an Observation mobile-icon-med.png   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
View Observations mobile-icon-med.png   icon_checkmark_h17.png5 icon_checkmark_h17.png6 icon_checkmark_h17.png
View Observations by Type mobile-icon-med.png   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png

This requires additional permissions: 'Admin' permissions on the Company level Admin tool.

When a 'Standard' user is the creator of an observation line item, the user will have the ability to change the status, close, and leave a comment. When a 'Standard' user is the assignee, the user can change the status to "initiated" or "in review." When a 'Standard' user is not the assignee on an observation, that user can view the activity stream and leave a comment. However, that user cannot view or change the status options.

'Standard' users can only assign observations to an 'Admin' user. The 'Admin' user can then finalize the observation and assign it to the appropriate 'Standard' or 'Admin' user.

4 'Standard' users can edit observations they have created.

5 'Read only' users can view observations that are not marked private. 'Read only' users can view private observations if included on the distribution list.

6 'Standard' users can view observations if they created the item or if the item is not marked private. 'Standard' users can view private observations if they created the item, set as the assignee, or are on the distribution list.

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
10:11, 18 Apr 2017

Tags

Classifications

This page has no classifications.