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Procore

Permissions

RFIs

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

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

icon-mindtouch-table-check.png+ - Indicates that the action can be completed if the user is granted the appropriate granular permissions. See Grant Granular Permissions in a Permission Template.

Task None Read Only Standard Admin
Add a Related Item to an RFI        icon-mindtouch-table-check.png
Add a Response to an RFI as an Assignee     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Add Assignees to an RFI as an Assignee on an RFI 1     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Choose an "Official Response" for an RFI 2   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Close an RFI 2  icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Configure Settings: RFIs       icon-mindtouch-table-check.png
Create a Potential Change Order from an RFI 3       icon-mindtouch-table-check.png
Create an Instruction from an RFI 4   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create an RFI  icon-mindtouch-table-mobile.png     icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Create and View a Custom RFI Report     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Customize the Column Display in the RFIs Tool   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Delete a Response to an RFI       icon-mindtouch-table-check.png
Designate the Default RFI Manager for a Project's RFIs       icon-mindtouch-table-check.png
Edit a Custom RFI Report 6     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Export an RFI to PDF   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Export the RFIs List to CSV or PDF   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Edit an RFI 2, 5  icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Forward an RFI by Email  icon-mindtouch-table-mobile.png     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Forward an RFI for Review 7     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Perform Bulk Actions on RFIs       icon-mindtouch-table-check.png
Reopen an RFI 2  icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Reply to an RFI 2, 8   icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Resize the Column Width in the RFIs Log   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Retrieve an RFI from the Recycle Bin       icon-mindtouch-table-check.png
Search for and Filter RFIs   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Send an RFI to the Recycle Bin       icon-mindtouch-table-check.png
Share a Custom RFI Report       icon-mindtouch-table-check.png
Shift the Ball in Court on a RFI 2   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
View RFIs 9  icon-mindtouch-table-mobile.png    icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View the Distribution History of a Custom RFI Report       icon-mindtouch-table-check.png

1 The user adding to the RFI's 'Assignee' list must first be designated as an 'Assignee' and must be the current Ball In Court person.

2 Users with 'Read Only' or 'Standard' level permissions on the project's RFIs tool with the 'Act as RFI Manager' granular permission enabled on their permissions template can perform this task for RFIs that they create ('Standard' only) or that they are designated as RFI Manager for. For more information about what tasks users with this granular permission enabled on their permission template can perform, see What tasks does the RFI Manager granular permission allow users to perform?

3 To create a Potential Change Order from an RFI, you must first complete the steps in Create an RFI, the prime contract must be in the 'Approved' status, the Change Events tool must be disabled on the project, and the Prime Contracts tool must be configured for two (2) or three (3) tier change orders. If the Change Events tool is enabled, follow the steps in Create a Change Event from an RFI instead.

4 Users with 'Read Only' or 'Standard' level permissions on the RFIs tool AND 'Standard' level permissions or higher on the Instructions tool can create instructions from RFIs that they are Distribution List members or designated as an Assignee. See Create an Instruction from an RFI.

5 Users with 'Standard' level permission without the 'Act as RFI Manager' granular permission enabled on their permission template can only create or edit their RFIs in the 'Draft' status.

6 Users with 'Standard' level permission can only edit the custom reports that they create.

7 Users must be designated as an Assignee for the RFI and be the current Ball In Court person to forward the RFI for review.

8 Users with 'Standard' level permission can reply to RFIs if they have been added as members of the RFI's distribution list.

9 When an RFI is marked 'Private', users with 'Read Only' or 'Standard' level permissions can see the RFI only if one or more statements apply:

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