The following table highlights which user permissions are required to perform the described user action.
+ - Indicates that the task can be completed if the user is granted the correct Granular Permissions. See Grant Granular Permissions in a Permission Template.
1 Users with 'Admin' level permission can create, edit, and view reports that have not been marked 'Personal' by another user.
2 Users with 'Standard' level permission can only create personal reports.
3 Users with 'Standard' level permission can only revise the submittals that they created.
4 Users will also need 'Read Only' level permission or above on the Reports tool.
5 Users with 'Standard' level permission must also be (1) the creator of the submittal or (2) designated as the Submittal Manager. See What is the 'Submittal Manager' role?
6 Users with 'Standard' level permission can edit and upload revisions of submittals they have created.
7 Requires the Procore + Bluebeam Integration. See Bluebeam.