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Procore

Permissions

Contract Room

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

Task 'Vendor' (Project) 'Limited' (Project) 'Full Access' (Project) 'Building Admin' 'Company Admin'
Add a Change Order in Portfolio Financials
Add an Invoice in Portfolio Financials
Add Non-Contract Invoices in Portfolio Financials    
Add Owner Team Contacts to the Contract Room in Portfolio Financials    
Add Vendor Team Contacts to the Contract Room in Portfolio Financials
Adjust Retainage by Line Item in Portfolio Financials
Approve or Reject a Change Order in Portfolio Financials  
Approve or Reject an Invoice in Portfolio Financials    
Create a Contract Room in Portfolio Financials    
Delete an Invoice in Portfolio Financials  
Download a Schedule of Values PDF for a Contract in Portfolio Financials  
Download Contract Documents in Portfolio Financials  
Edit a Change Order in Portfolio Financials
Edit a Contract in Portfolio Financials  
Edit an Invoice in Portfolio Financials
Enable Cost Breakdown for a Contract in Portfolio Financials  
Export a Contract in Portfolio Financials
Remove a Team Contact from the Contract Room in Portfolio Financials
Send an Invoice to Accounts Payable in Portfolio Financials  
Send Messages from the Contract Room in Portfolio Financials
Set Retainage for a Contract in Portfolio Financials  
Share a Contract in Portfolio Financials  
Undo the Rejection of an Invoice in Portfolio Financials  
Unshare a Contract in Portfolio Financials  
View the Contract Room in Portfolio Financials