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Procore

Permissions

Observations

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 an Observation  icon-mindtouch-table-mobile.png     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Add a Related Item to an Observation        icon-mindtouch-table-check.png
Add Project Level Observation Types       icon-mindtouch-table-check.png1
Bulk Edit Observations       icon-mindtouch-table-check.png
Bulk Delete Observations       icon-mindtouch-table-check.png
Bulk Retrieve Observations       icon-mindtouch-table-check.png
Respond to an Observation  icon-mindtouch-table-mobile.png     icon-mindtouch-table-check.png2 icon-mindtouch-table-check.png
Close an Observation  icon-mindtouch-table-mobile.png     icon-mindtouch-table-check.png2 icon-mindtouch-table-check.png
Configure Advanced Settings: Observations       icon-mindtouch-table-check.png
Customize the Column Display in the Observations Tool   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create an Observation  icon-mindtouch-table-mobile.png     icon-mindtouch-table-check.png3 icon-mindtouch-table-check.png
Create an Observation from an Inspection     icon-mindtouch-table-check.png7 icon-mindtouch-table-check.png
Delete an Observation        icon-mindtouch-table-check.png
Delete Project Level Observation Types       icon-mindtouch-table-check.png1
Edit Project Level Observation Types       icon-mindtouch-table-check.png1
Edit an Observation  icon-mindtouch-table-mobile.png     icon-mindtouch-table-check.png4 icon-mindtouch-table-check.png
Email Observations     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Export Observations as a PDF or CSV   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Can Be Included on the Distribution List   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Reject an Observation       icon-mindtouch-table-check.png
Respond to an Observation  icon-mindtouch-table-mobile.png     icon-mindtouch-table-check.png2 icon-mindtouch-table-check.png
Retrieve an Observation from the Recycle Bin       icon-mindtouch-table-check.png
Search for and Filter Observations  icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View the Activity Stream of an Observation  icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View Observations  icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png5 icon-mindtouch-table-check.png6 icon-mindtouch-table-check.png
View Observations by Type  icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png

Company level Observation Types are managed at the Company level Admin tool. See Permissions.

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 Ready for 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 unless they have been granted the granular permission 'Can Assign Standard Users to Observations', which allows them to assign observations to another 'Standard' user.

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

'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.

7 'Standard' users will also need 'Standard' permission to the Inspections tool.

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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