Project Overview - Permissions
Important
Permissions for Project Overview are granted by assigning permissions for the project's Home 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.
| Action | None | Read Only | Standard | Admin | Notes |
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Add and Manage Bookmarks |
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Add, Edit, or Delete Project Details from the Project Overview |
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Users must also have the following permissions:
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Add, Edit, or Delete Project Links from the Project Overview |
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Add, Edit, or Delete the Project Message and Notes from the Project Overview |
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Change the Project Stage from the Project Overview |
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Configure Project Overview Screen Preferences |
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Configure Tool Order for Project |
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Manage Project Team Roles from the Project Overview |
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Users must also have 'Admin' level permissions to the Project Directory tool. | |||
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Navigate to a Different Company in Procore |
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You must have access to the company you are navigating to. |
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Navigate to a Different Project |
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You must have access to the project you are navigating to. | |
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Open Project Links |
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Quick Create an Item from the Project Overview |
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Users must also have permissions to create the item in the relevant Procore tool. | |
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Share Project Location |
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Sort Projects |
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View Open Items from the Project Overview |
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Users must also have permissions to view the item in the relevant Procore tool. | |
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View Project Details from the Project Overview |
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View Project Message from the Project Overview |
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No instructions for viewing on web -The project message is immediately visible to all users when viewing the Project Overview on the web. | |
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View Project Team from the Project Overview
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No instructions for viewing on web -The project team is immediately visible to all users when viewing the Project Overview on the web. | |
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View Project Weather from the Project Overview |
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View Details of Recent Project Activity from the Project Overview |
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View Recent Project Activity from the Project Overview |
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