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Permissions

Table of contents

RFIs

The following table highlights which user permissions are required to perform the described user action.

mobile-icon-med.png - Denotes an action that is supported in Procore's iOS and/or Android mobile application.

Task None Read-only Standard Admin
Assign an RFI to a 'Standard' Level User       icon_checkmark_h17.png
Be Assigned an RFI     icon_checkmark_h17.png1 icon_checkmark_h17.png
Add a Related Item to an RFI        icon_checkmark_h17.png
Add a Submittal or Submittal Package to an RFI       icon_checkmark_h17.png
Change the Ball in Court on an RFI       icon_checkmark_h17.png
Choose an "Official Response" for an RFI       icon_checkmark_h17.png
Close an RFI   mobile-icon-sm.png       icon_checkmark_h17.png
Configure Advanced Settings: RFIs       icon_checkmark_h17.png
Create a Potential Change Order from an RFI       icon_checkmark_h17.png
Create an RFI  mobile-icon-sm.png     icon_checkmark_h17.png2 icon_checkmark_h17.png
Create and View a Custom RFI Report     icon_checkmark_h17.png icon_checkmark_h17.png
Delete a Response to an RFI       icon_checkmark_h17.png
Delete an RFI       icon_checkmark_h17.png
Designate the Default RFI Manager for a Project's RFIs       icon_checkmark_h17.png
Edit a Custom RFI Report     icon_checkmark_h17.png3 icon_checkmark_h17.png
Edit an RFI  mobile-icon-sm.png       icon_checkmark_h17.png
Email Forward an RFI   mobile-icon-sm.png     icon_checkmark_h17.png icon_checkmark_h17.png
Export an RFI to PDF   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Export the RFIs List to CSV or PDF   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Reopen an RFI mobile-icon-med.png       icon_checkmark_h17.png
Respond to an RFI  mobile-icon-sm.png     icon_checkmark_h17.png icon_checkmark_h17.png
Retrieve an RFI from the Recycle Bin       icon_checkmark_h17.png
Search for and Filter RFIs   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Share a Custom RFI Report       icon_checkmark_h17.png
View Notification Log of Shared RFI Reports       icon_checkmark_h17.png
View RFI Questions and Responses Report   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
View Public RFI  mobile-icon-sm.png   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
View Private RFI  mobile-icon-sm.png    icon_checkmark_h17.png1 4 icon_checkmark_h17.png1 4 icon_checkmark_h17.png
View RFI Log as a Chart   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png

1 'Admin' level users may assign RFIs to a 'Standard' level user, though this is not default.

2 'Standard' level users will create RFIs in "Draft" mode. In addition, 'Standard' level users can only add 'Admin' level users to the Assigned To field on an RFI.

3 'Standard' level users can edit reports that they have created.

4 Users can only see private RFIs if they are on the distribution list or assigned the RFI.

 

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  
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Last modified
12:31, 23 May 2017

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