The following table highlights which user permissions are required to perform the described user action.
- Denotes an action that is supported in Procore's iOS and/or Android mobile application.
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 'Standard' level permission can only create or edit their RFIs in the 'Draft' status.
3 Users with 'Standard' level permission can only edit the custom reports that they create.
4 'Users with Standard' level permission can reply to RFIs if they have been added as members of the RFI's distribution list.
5 When an RFI is marked 'Private, users with 'Read-Only' or 'Standard' level permission can see the RFI only if they have (1) been added to the RFi's distribution list or (2) designated as an Assignee on the RFI. The same is required for use of the Create Instruction button. For details, see Create an Instruction from an RFI.
6 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.
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.
|Owner / Construction Manager|