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Permissions

Table of contents

Punch List

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 Attachments to a Punch List Item       icon_checkmark_h17.png icon_checkmark_h17.png
Assign a Punch List Item to a 'Standard' or 'Admin' Level User  mobile-icon-sm.png       icon_checkmark_h17.png
Assign a Punch List Item to an 'Admin' level User Only  mobile-icon-sm.png     icon_checkmark_h17.png icon_checkmark_h17.png
Close Punch List Item  mobile-icon-sm.png     icon_checkmark_h17.png1 icon_checkmark_h17.png
Configure Advanced Settings: Punch List       icon_checkmark_h17.png
Create a Project Level Punch Item Template       icon_checkmark_h17.png
Create a Punch List Item  mobile-icon-sm.png     icon_checkmark_h17.png2 icon_checkmark_h17.png
Create a Quick Punch Category on a Project       icon_checkmark_h17.png
Deactivate a Punch Item Template on a Project       icon_checkmark_h17.png
Delete a Punch Item Template from a Project       icon_checkmark_h17.png
Delete a Quick Punch Category at the Company Level       icon_checkmark_h17.png
Delete a Punch List Item        icon_checkmark_h17.png
Edit a Punch List Item  mobile-icon-sm.png     icon_checkmark_h17.png icon_checkmark_h17.png
Edit a Quick Punch Category at the Project Level       icon_checkmark_h17.png
Email Punch List Items mobile-icon-sm.png       icon_checkmark_h17.png
Export Punch List Log as a PDF   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Export the Punch List Log as a CSV   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Export the Punch List Log as a PDF   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Import Punch List Items       icon_checkmark_h17.png
Reject a Punch List Item  mobile-icon-sm.png       icon_checkmark_h17.png
Resolve a Punch List Item     icon_checkmark_h17.png3 icon_checkmark_h17.png
Retrieve Deleted Punch Item from Recycle Bin       icon_checkmark_h17.png
Search and Filter the Punch List  mobile-icon-sm.png   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
View a Punch List Item mobile-icon-sm.png     icon_checkmark_h17.png icon_checkmark_h17.png
View all Punch List Items mobile-icon-sm.png   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
View Change History of a Single Punch List Item       icon_checkmark_h17.png

1 Users with 'Standard' level permissions can close out a punch list item that they have created, but can not close out punch list items that other users have created.

'Standard' level users can only assign 'Admin' level users to the Assignee on a punch list item.

3 Users with 'Standard' level permissions can only change the status of a punch list item if they are listed as an assignee on that punch list item.

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        
Owner / Construction Manager icon_checkmark_h17.png       
Project Manager       icon_checkmark_h17.png
Subcontractor     icon_checkmark_h17.png  
Superintendent       icon_checkmark_h17.png
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