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Procore

Permissions

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 by Procore for Android or Procore for iOS.

Task None Read-only Standard Admin
Add a Related Item to a Submittal       icon_checkmark_h17.png
Add a Related Item to a Submittal Package       icon_checkmark_h17.png
Add a Submitter and Approvers to the Submittal Workflow     icon_checkmark_h17.png icon_checkmark_h17.png
Add an Existing Submittal to a Submittal Package       icon_checkmark_h17.png
Add the 'Only Show Most Current Revision' Filter to a Submittals View   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Apply a Submittal Workflow Template to a Submittal       icon_checkmark_h17.png
Bulk Edit Submittals in a Package       icon_checkmark_h17.png
Change the Ball in Court on a Submittal       icon_checkmark_h17.png
Close a Submittal       icon_checkmark_h17.png
Configure Advanced Settings: Submittals Tool       icon_checkmark_h17.png
Create Custom Submittal Log Statuses       icon_checkmark_h17.png
Create Custom Submittal Responses   Configure this setting in the Admin Tool (Company Level)
Create Custom Submittal Types Configure this setting in the Admin Tool (Project Level)
Create a Bluebeam Studio Session       icon_checkmark_h17.png 7
Create a Custom Submittals Report     icon_checkmark_h17.png1 icon_checkmark_h17.png2,4
Create a New Submittal in a Submittal Package       icon_checkmark_h17.png
Create a Submittal     icon_checkmark_h17.png icon_checkmark_h17.png
Create a Submittal Package       icon_checkmark_h17.png
Create a Submittal Revision     icon_checkmark_h17.png3 icon_checkmark_h17.png
Customize the Column Display in the Submittals Tool   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
Delete a Submittal Package       icon_checkmark_h17.png
Designate the 'Default Submittal Manager' for the Submittals Tool       icon_checkmark_h17.png
Distribute a Submittal       icon_checkmark_h17.png
Distribute the Submittals in a Package       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.png2 icon_checkmark_h17.png2,4
Edit a Submittal      icon_checkmark_h17.png6 icon_checkmark_h17.png
Edit a Submittal Package        icon_checkmark_h17.png
Edit a Submittal Response       icon_checkmark_h17.png
Email Submittals (Android) mobile-icon-med.png     icon_checkmark_h17.png icon_checkmark_h17.png
Email Submittals (iOS)      icon_checkmark_h17.png icon_checkmark_h17.png
Enable Submittals Schedule Calculations       icon_checkmark_h17.png
Enable the Submittals Tool       icon_checkmark_h17.png
Export a Custom Submittals Report   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Export a Submittal       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
Filter Submittals (Android) mobile-icon-med.png   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Filter Submittals (iOS)    icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Filter Submittals (Windows)   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Finalize a Bluebeam Studio Session       icon_checkmark_h17.png 7
Forward a Submittal by Email  mobile-icon-sm.png     icon_checkmark_h17.png icon_checkmark_h17.png
Forward a Submittal for Review     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
Manage Submittal Workflow Templates       icon_checkmark_h17.png
Mark a Submittal as Private        icon_checkmark_h17.png
Mass Review Submittals in a Package       icon_checkmark_h17.png
Perform Bulk Actions on a Submittal       icon_checkmark_h17.png
Redistribute a Submittal     icon_checkmark_h17.png icon_checkmark_h17.png
Remove a Submitter or Approver from the Submittal Workflow     icon_checkmark_h17.png5 icon_checkmark_h17.png
Request a Submittals Import       icon_checkmark_h17.png
Request to Disable Number Submittals By Spec Section       icon_checkmark_h17.png
Resize the Column Width in the Submittals Log   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Respond to a Forwarded Submittal     icon_checkmark_h17.png icon_checkmark_h17.png
Respond to a Submittal as an Approver     icon_checkmark_h17.png icon_checkmark_h17.png
Respond to an Action Required Email for a Submittal Package as an Approver     icon_checkmark_h17.png icon_checkmark_h17.png
Retrieve a Submittal from the Recycle Bin        icon_checkmark_h17.png
Scan a Submittal QR Code (Android) mobile-icon-med.png   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Scan a Submittal QR Code (iOS) mobile-icon-med.png   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Search and Filter for Submittals    icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Search Submittals (Android) mobile-icon-med.png   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Search Submittals (iOS) mobile-icon-med.png   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Send the Submittals in a Package for Review       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.png1 icon_checkmark_h17.png1
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
Use Bulk Actions > Apply Workflow in the Submittals Tool       icon_checkmark_h17.png
Use Bulk Actions > Delete in the Submittals Tool       icon_checkmark_h17.png
Use Bulk Actions > Edit in the Submittals Tool       icon_checkmark_h17.png
Use Bulk Actions > Retrieve in the Submittals Tool       icon_checkmark_h17.png
View a Submittal (Android) mobile-icon-med.png   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
View a Submittal (iOS) mobile-icon-med.png   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
View a Submittal (Windows)   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
View a Submittal Package   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

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.

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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