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Permissions

Table of contents

Submittals

The following table highlights which user permissions are required to perform the described user action.

mobile-icon-med.png - Denotes an action that is supported in Procore's iOS and/or Android mobile application.

Task None Read-only Standard Admin
Add Related Items to a Submittal       icon_checkmark_h17.png
Add Related Items to a Submittal Package       icon_checkmark_h17.png
Add Reviewers to the Submittal Workflow     icon_checkmark_h17.png icon_checkmark_h17.png
Bulk Edit Submittals in a Package       icon_checkmark_h17.png
Change the Ball in Court Person on a Submittal       icon_checkmark_h17.png
Close a Submittal       icon_checkmark_h17.png
Configure Advanced Settings: Submittals       icon_checkmark_h17.png
Create a Submittal      icon_checkmark_h17.png icon_checkmark_h17.png
Create a Submittal Package with Submittal Workflow       icon_checkmark_h17.png
Create a Submittal Revision     icon_checkmark_h17.png+ icon_checkmark_h17.png
Create Custom Submittal Log Statuses Configure this setting in the Admin Tool (Company Level)
Create Custom Submittal Responses (Project Level)        icon_checkmark_h17.png
Create Custom Submittal Types (Company Level)    Configure this setting in the Admin Tool (Company Level)
Create Custom Submittal Types (Project Level) Configure this setting in the Admin Tool (Project Level)
Create/View a Custom Submittal Report   icon_checkmark_h17.png* icon_checkmark_h17.png* icon_checkmark_h17.png*
Delete a Custom Submittal Report       icon_checkmark_h17.png
Delete a Submittal        icon_checkmark_h17.png
Distribute a Submittal       icon_checkmark_h17.png
Distribute the Submittals in a Package (Submittal Workflow)       icon_checkmark_h17.png
Download All Submittal Attachments  mobile-icon-sm.png   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Download an Open Submittals Report Complete this Task with the Reports Tool (Company Level)
Edit a Custom Submittal Report     icon_checkmark_h17.png* icon_checkmark_h17.png*
Edit a Submittal      icon_checkmark_h17.png+ icon_checkmark_h17.png
Edit a Submittal Package        icon_checkmark_h17.png
Edit a Submittal Response       icon_checkmark_h17.png
Email Forward a Submittal  mobile-icon-sm.png     icon_checkmark_h17.png icon_checkmark_h17.png
Export a Custom Submittals Report   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Export the Submittals Log (e.g., to CSV, Excel, and PDF)   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Forward a Submittal for Review (Sequential Approval)     icon_checkmark_h17.png icon_checkmark_h17.png
Generate a QR Code for a Submittal    icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Import Submittals (Parallel Approval)       icon_checkmark_h17.png
Import Submittals (Sequential Approval)       icon_checkmark_h17.png
Mark a Submittal as Private        icon_checkmark_h17.png
Mass Review Submittals in a Package       icon_checkmark_h17.png
Only Show Most Current Revisions in the Submittal Log    icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Reassign a Submittal     icon_checkmark_h17.png icon_checkmark_h17.png
Redistribute a Submittal     icon_checkmark_h17.png icon_checkmark_h17.png
Request a Submittals Import       icon_checkmark_h17.png
Request to Disable Number Submittals By Spec Section       icon_checkmark_h17.png
Request to Enable Parallel Approval       icon_checkmark_h17.png
Request to Enable Submittal Package Workflow       icon_checkmark_h17.png
Request to Enable Submittal Schedule Information       icon_checkmark_h17.png
Request to Enable the Open Submittals Report Requires 'Admin' level permission to the Company Level Reports tool
Respond to a Forwarded Submittal     icon_checkmark_h17.png icon_checkmark_h17.png
Respond to a Submittal      icon_checkmark_h17.png icon_checkmark_h17.png
Respond to a Submittal as a Reviewer (Submittal Workflow)     icon_checkmark_h17.png icon_checkmark_h17.png
Retrieve a Submittal from the Recycle Bin        icon_checkmark_h17.png
Search and Filter for Submittals mobile-icon-sm.png   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Send a Submittal Package for Review     icon_checkmark_h17.png icon_checkmark_h17.png
Set Up Submittal Schedule Calculations     icon_checkmark_h17.png icon_checkmark_h17.png
Share a Custom Submittal Report     icon_checkmark_h17.png* icon_checkmark_h17.png*
Switch Between Submittals Views   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Upload and Submit a Submittal     icon_checkmark_h17.png icon_checkmark_h17.png
View Notification Log of Shared Submittals Reports       icon_checkmark_h17.png
View Submittals mobile-icon-sm.png   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
View the Change History of a Submittal       icon_checkmark_h17.png
View the Submittal Approvers Response Time Report       icon_checkmark_h17.png

* Users will also need 'Read-only' and above permissions on the Reports tab to access Submittal Reports.

+ 'Standard' level users can edit and upload revisions of submittals they have created.

 Users with 'Admin' level permissions to the Submittals tool can submit a request to import submittals data to Procore. 

‡ Users with 'Standard' level permission can only add reviewers with 'Admin' level permission to a submittal's workflow. However ,users with 'Admin' level permission can add users with 'Standard' level permission or higher to a submittal's workflow. 

Job Role

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.

Job Role None Read-only Standard Admin
Architect     icon_checkmark_h17.png  
Company Administrator       icon_checkmark_h17.png
Engineer     icon_checkmark_h17.png  
Owner/Construction Manager icon_checkmark_h17.png      
Project Manager       icon_checkmark_h17.png
Subcontractor   icon_checkmark_h17.png    
Superintendent   icon_checkmark_h17.png    

 

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Last modified
12:42, 19 Jul 2017

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