RFIs - User Permissions

Last updated

Apr 3, 2025
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RFIs

Important

What granular permissions are available for the project's RFIs tool?

Action	Read Only	Standard	Notes
Add a Related Item to an RFI Web
Add Assignees to an RFI as an Assignee on an RFI Web			The user adding the assignee must first be designated as an 'Assignee' and must be the current 'Ball In Court' person.
Change the Status of an RFI Web iOS Android	Act as RFI Manager	Act as RFI Manager	Users with the 'Act as RFI Manager' granular permission must also have one of the following attributes: Be assigned as the 'RFI Manager' on the RFI Be the RFI's creator
Choose an "Official Response" for an RFI Web iOS Android	Act as RFI Manager OR Mark Official Responses	Act as RFI Manager OR Mark Official Responses	Users with the 'Act as RFI Manager' granular permission must also have one of the following attributes: Be assigned as the 'RFI Manager' on the RFI Be the RFI's creator Users with the Mark Official Responses' granular permisison must also have one of the following attributes: Be the RFI's creator Be an Assignee Be Distribution List Member
Close an RFI Web iOS Android	Act as RFI Manager	Act as RFI Manager	Users with the 'Act as RFI Manager' granular permission must also have one of the following attributes: Be assigned as the 'RFI Manager' on the RFI Be the RFI's creator This action can be performed offline. Tasks performed offline are synced with Procore once a network connection has been reestablished.
Configure Settings: RFIs Web
Create a Change Event from an RFI Web iOS Android			Users also need 'Standard' level permissions or higher on the project's Change Events tool. This item can be viewed or edited offline provided that the item was previously viewed and cached on your mobile device. Tasks performed offline are synced with Procore once a network connection has been reestablished.
Create a Potential Change Order from an RFI Web			To create a Potential Change Order from an RFI, the following must also be true: The RFI is created. 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.
Create an Instruction from an RFI Web			Users must also have 'Standard' level permissions or higher on the project's Instructions tool.
Create a Draft RFI Web iOS Android			This action can be performed offline. Tasks performed offline are synced with Procore once a network connection has been reestablished.
Create an RFI Web iOS Android		Act as RFI Manager	This action can be performed offline. Tasks performed offline are synced with Procore once a network connection has been reestablished.
Create and View a Custom RFI Report Web
Create RFIs on a Drawing Web iOS Android			Users must also have 'Standard' level permissions or higher to the project's Drawings tool.
Customize the Column Display in the RFIs Tool Web
Delete a Response to an RFI Web
Delete an RFI Web
Designate the Default RFI Manager for a Project's RFIs Web
Download RFI Attachments iOS
Edit a Custom RFI Report You Created Web
Edit Any Custom RFI Report Web
Export an RFI Web
Export the RFIs List to CSV or PDF Web
Edit a Draft RFI You Created Web iOS Android			This item can be viewed or edited offline provided that the item was previously viewed and cached on your mobile device. Tasks performed offline are synced with Procore once a network connection has been reestablished.
Edit an RFI Web iOS Android	Act as RFI Manager	Act as RFI Manager	Users with the 'Act as RFI Manager' granular permission must also have one of the following attributes: Be assigned as the 'RFI Manager' on the RFI Be the RFI's creator This item can be viewed or edited offline provided that the item was previously viewed and cached on your mobile device. Tasks performed offline are synced with Procore once a network connection has been reestablished.
Forward an RFI by Email Web iOS Android
Forward an RFI for Review Web			Users must also be designated as an Assignee for the RFI and be the current Ball In Court person.
Link Existing RFIs on a Drawing Web iOS Android			Users must also have 'Standard' level permissions or higher to the project's Drawings tool.
Perform Bulk Actions on RFIs Web
Reopen an RFI Web iOS Android	Act as RFI Manager	Act as RFI Manager	Users with the 'Act as RFI Manager' granular permission must also have one of the following attributes: Be assigned as the 'RFI Manager' on the RFI Be the RFI's creator
Respond to an RFI Web iOS Android			Users with 'Standard' level permissions without a granular permission must also be an Assignee or a Distribution List member for the RFI.
Respond to an RFI Web iOS Android	Act as RFI Manager	Act as RFI Manager	'Read Only' users with the 'Act as RFI Manager' granular permission must also be assigned as the 'RFI Manager' on the RFI 'Standard' users with the 'Act as RFI Manager' granular permission must also have one of the following attributes: Be assigned as the 'RFI Manager' on the RFI Be the RFI's creator Be an Assignee Be a Distribution List Member This action can be performed offline. Tasks performed offline are synced with Procore once a network connection has been reestablished.
Resize the Column Width in the RFIs Log Web
Retrieve an RFI from the Recycle Bin Web
Search for and Filter RFIs Web iOS Android			This item can be viewed or edited offline provided that the item was previously viewed and cached on your mobile device. Tasks performed offline are synced with Procore once a network connection has been reestablished.
Share a Custom RFI Report Web
Shift the Ball in Court on a RFI Web	Act as RFI Manager	Act as RFI Manager	Users with the 'Act as RFI Manager' granular permission must also have one of the following attributes: Be assigned as the 'RFI Manager' on the RFI Be the RFI's creator
View Private RFIs Associated with Users in Your Same Company Web iOS Android	View Private RFIs Associated with Users within Same Company	View Private RFIs Associated with Users within Same Company	Additional roles may be required to view certain kinds of RFIs. See What user roles can view which types of RFIs? This item can be viewed or edited offline provided that the item was previously viewed and cached on your mobile device. Tasks performed offline are synced with Procore once a network connection has been reestablished.
View RFIs Web iOS Android			Additional roles may be required to view certain kinds of RFIs. See What user roles can view which types of RFIs? This item can be viewed or edited offline provided that the item was previously viewed and cached on your mobile device. Tasks performed offline are synced with Procore once a network connection has been reestablished.
View the Distribution History of a Custom RFI Report Web