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Procore

Permissions

Submittals

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 by Procore for Android or Procore for iOS.

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

Task None Read Only Standard Admin
Add a Related Item to a Submittal       icon-mindtouch-table-check.png
Add a Related Item to a Submittal Package       icon-mindtouch-table-check.png
Add a Submitter and Approvers to the Submittal Workflow     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Add an Existing Submittal to a Submittal Package       icon-mindtouch-table-check.png
Apply a Submittal Workflow Template to a Submittal       icon-mindtouch-table-check.png
Bulk Edit Submittals in a Package       icon-mindtouch-table-check.png
Change the Ball in Court on a Submittal       icon-mindtouch-table-check.png
Close a Submittal       icon-mindtouch-table-check.png
Configure Advanced Settings: Submittals Tool       icon-mindtouch-table-check.png
Create and Manage Custom Submittal Markup Stamps     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create Custom Submittal Log Statuses       icon-mindtouch-table-check.png
Create Custom Submittal Responses       icon-mindtouch-table-check.png
Create Custom Submittal Types Configure this setting in the Admin Tool (Company Level)
Create a Bluebeam Studio Session       icon-mindtouch-table-check.png 7
Create a Custom Submittals Report     icon-mindtouch-table-check.png1 icon-mindtouch-table-check.png2,4
Create a New Submittal in a Submittal Package       icon-mindtouch-table-check.png
Create a Submittal   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Create a Submittal Package   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Create a Submittal Revision     icon-mindtouch-table-check.png3 icon-mindtouch-table-check.png
Customize the Column Display in the Submittals Tool   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Delete a Custom Submittal Report       icon-mindtouch-table-check.png
Delete a Submittal        icon-mindtouch-table-check.png
Delete a Submittal Package       icon-mindtouch-table-check.png
Designate the 'Default Submittal Manager' for the Submittals Tool       icon-mindtouch-table-check.png
Distribute a Submittal       icon-mindtouch-table-check.png
Distribute the Submittals in a Package       icon-mindtouch-table-check.png
Download All Submittal Attachments  icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Download an Open Submittals Report Complete this Task with the Reports Tool (Company Level)
Edit a Custom Submittal Report     icon-mindtouch-table-check.png2 icon-mindtouch-table-check.png2,4
Edit a Submittal      icon-mindtouch-table-check.png6 icon-mindtouch-table-check.png
Edit a Submittal Package        icon-mindtouch-table-check.png
Edit a Submittal Response       icon-mindtouch-table-check.png
Enable Submittals Schedule Calculations       icon-mindtouch-table-check.png
Enable the Submittals Tool       icon-mindtouch-table-check.png
Export a Custom Submittals Report   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Export a Submittal   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Export the Submittals Log   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Finalize a Bluebeam Studio Session       icon-mindtouch-table-check.png 7
Forward a Submittal by Email  icon-mindtouch-table-mobile.png     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Forward a Submittal for Review     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Generate a PDF of a Submittal in a List   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Generate a QR Code for a Submittal    icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Manage Submittal Workflow Templates       icon-mindtouch-table-check.png
Mark a Submittal as Private        icon-mindtouch-table-check.png
Mass Review Submittals in a Package       icon-mindtouch-table-check.png
Perform Bulk Actions on a Submittal       icon-mindtouch-table-check.png
Redistribute a Submittal     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Remove a Submitter or Approver from the Submittal Workflow     icon-mindtouch-table-check.png5 icon-mindtouch-table-check.png
Request a Submittals Import       icon-mindtouch-table-check.png
Request to Change the 'Number Submittals by Spec Section' Setting       icon-mindtouch-table-check.png
Resend the Submittals in a Package for Review       icon-mindtouch-table-check.png
Resize the Column Width in the Submittals Log   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Respond to a Forwarded Submittal     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Respond to a Submittal as an Approver     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Respond to an Action Required Email for a Submittal Package as an Approver     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Retrieve a Submittal from the Recycle Bin        icon-mindtouch-table-check.png
Review Submittal PDF Attachments     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Search and Filter for Submittals icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Send the Submittals in a Package for Review       icon-mindtouch-table-check.png
Set Up Submittal Schedule Calculations     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Share a Custom Submittal Report     icon-mindtouch-table-check.png1 icon-mindtouch-table-check.png1
Switch Between Submittals Views   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Upload and Submit a Submittal     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Use Bulk Actions > Apply Workflow in the Submittals Tool       icon-mindtouch-table-check.png
Use Bulk Actions > Delete in the Submittals Tool       icon-mindtouch-table-check.png
Use Bulk Actions > Edit in the Submittals Tool       icon-mindtouch-table-check.png
Use Bulk Actions > Retrieve in the Submittals Tool       icon-mindtouch-table-check.png
View a Submittal icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png 8 icon-mindtouch-table-check.png 8 icon-mindtouch-table-check.png
View a Submittal Package   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View Submittal PDF Attachments   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View the Revision History of a Submittal       icon-mindtouch-table-check.png
View the Submittal Approvers Response Time Report       icon-mindtouch-table-check.png

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?

Users with 'Standard' level permission can edit and upload revisions of submittals they have created.

7 Requires the Procore + Bluebeam Integration. See Bluebeam.

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

  • They are designated as the Submittal Manager
  • They are added to the submittal workflow as a Submitter or an Approver.
  • They are included in the distribution list.
  • They have the 'View Private Submittals Associated to Users within Same Company' granular permission enabled on their permission template and another user in their company is the submittal's creator or is designated as the Submittal Manager, a Submitter, an Approver, or a Distribution List member.
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