Permissions

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.

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

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.