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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 Disable Number Submittals By Spec Section       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 icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View a Private Submittal icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ 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?

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

7 Requires the Procore + Bluebeam Integration. See Bluebeam.

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