Observations - User Permissions

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Observations

Learn which user permissions are required to take the described actions in this tool.

Permissions

The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.

Users can take the action with this permission level.

Users can take this action with this permission level AND one or more additional requirements, like granular permissions.

What granular permissions are available for the Project level Observations tool?

Action	Read Only	Standard	Admin	Notes
Add a Comment to an Observation Web iOS Android	Comment on an Observation
Add a Related Item to an Observation Web
Add Project Level Observation Types Web	Add Project Level Observation Types	Add Project Level Observation Types		Company level Observation Types are managed at the Company level Admin tool.
*Can Be Included on the Distribution List*
Close Observation and Comment Web iOS Android	Close Observation and Comment
Configure Advanced Settings: Observations Web	Configure Advanced Settings: Observations	Configure Advanced Settings: Observations
Create an Observation Web iOS Android	Create an Observation			Observations creators can edit observations they created and change status to any status, close, and comment on their observation line items. ‘Read’ and 'Standard' users can only assign observations to an 'Admin' user unless they have been granted the granular permission 'Can Assign Standard and Eligible Read Only Users to Observations', which allows them to assign observations to other eligible users.
Create an Observation from an Inspection Web iOS Android	Create an Observation from an Inspection GP Create an Observation			'Standard' users will also need 'Standard' permission to the Inspections tool.
Create a Project Level Observation Template Web	Create a Project Level Observation Template	Create a Project Level Observation Template
Customize the Column Display in the Observations Tool Web
Delete and Retrieve Observations Web	Delete and Retrieve Observations	Delete and Retrieve Observations
Delete Project Level Observation Templates Web	Delete Project Level Observation Templates	Delete Project Level Observation Templates
Delete Project Level Observation Types Web	Delete Project Level Observation Types	Delete Project Level Observation Types		Company level Observation Types are managed at the Company level Admin tool.
Edit Project Level Observation Templates Web	Edit Project Level Observation Templates	Edit Project Level Observation Templates		Company level Observation Types are managed at the Company level Admin tool.
Edit Project Level Observation Types Web	Edit Project Level Observation Types	Edit Project Level Observation Types
Edit Observations Web iOS Android	Edit Observations	Edit Observations
Email an Observation Web	Email an Observation	Email an Observation	Email an Observation
Email All Observations Web iOS Android	Email all Observations	Email all Observations
Email My Observations Web	Email my Observations GP
Export Observations as a PDF or CSV Web
Respond as Observation Assignee Web iOS Android	Respond as Observation Assignee
Search for and Filter Observations Web iOS Android
Update Observation Status to Ready for Review and Comment Web iOS Android		Update Observation Status to Ready for Review and Comment		'Read Only' and 'Standard' users with the granular permission to 'Update Status and Comment on Observations Assigned to Users within Same Company' can update the status to 'Ready for Review'
Update Open Observation Status and Comment Web iOS Android	Update Open Observation Status and Comment	Update Open Observation Status and Comment
*View the Activity Stream of an Observation*
View Change History Web	View Change History
View Observations Web iOS Android
View Private Observations Web iOS Android	View Private Observations	View Private Observations		Users can view private observations without the granular permission if they created the item, set as the assignee, or are on the distribution list.
View Observations by Type Web iOS Android