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User Permission Matrix - Mobile

The following table highlights which user permissions are required to perform the described user action from Procore's mobile application and whether it is available on an Android and/or iOS device. To learn how to use touch commands on your mobile device, see What are Touch Commands?

AppleLogo_gray.png Click this icon in the chart below to see the corresponding iOS tutorial for that functionality.

icon_checkmark_h17.png Click this icon in the chart below to see the corresponding Android tutorial for that functionality.

 Click this icon in the chart below to see the corresponding Windows tutorial for that functionality.

  *   This action can be performed in offline mode (i.e. when an active network connection is not available
      on your mobile device). Tasks performed in offline mode will be synced with Procore once a network connection
      has been reestablished.

  **  This asset/item can be viewed or edited in offline mode provided that the asset/item was previously
       viewed and cached on your mobile device.

The following tools are available on both iOS and Android devices.

Change Events Information Prime Contract
Commitments Inspections Punch List
Daily Log Meetings RFIs
Directory My Time Schedule
Documents Observations Specifications
Drawings Photos Submittals

Change Events


Task
Permissions Mobile Platform
None Read-only Standard Admin iOS Android Win
Create a Change Event     icon_checkmark_h17.png icon_checkmark_h17.png AppleLogo_gray.png* icon_checkmark_h17.png*  

Commitments


Task
Permissions Mobile Platform
None Read-only Standard Admin iOS Android Win
View Purchase Orders and Subcontracts   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png AppleLogo_gray.png** icon_checkmark_h17.png**  
Search Commitments by Title and Number   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png AppleLogo_gray.png** icon_checkmark_h17.png**  
View Change Orders   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png AppleLogo_gray.png** icon_checkmark_h17.png**  
View Inclusions/Exclusions for Subcontracts         AppleLogo_gray.png** icon_checkmark_h17.png**  

Daily Log


Task
Permissions Mobile Platform
None Read-only Standard Admin iOS Android Win
Add a Daily Log Item     icon_checkmark_h17.png icon_checkmark_h17.png AppleLogo_gray.png* icon_checkmark_h17.png
Add Notes Log Entries     icon_checkmark_h17.png icon_checkmark_h17.png AppleLogo_gray.png icon_checkmark_h17.png
Copy a Daily Log Item       icon_checkmark_h17.png AppleLogo_gray.png icon_checkmark_h17.png     
Delete a Daily Log       icon_checkmark_h17.png AppleLogo_gray.png icon_checkmark_h17.png     
Email the Daily Log     icon_checkmark_h17.png icon_checkmark_h17.png AppleLogo_gray.png icon_checkmark_h17.png    
Edit Daily Log     icon_checkmark_h17.png icon_checkmark_h17.png AppleLogo_gray.png icon_checkmark_h17.png     
View and Attach Files     icon_checkmark_h17.png icon_checkmark_h17.png AppleLogo_gray.png icon_checkmark_h17.png**  

Directory


Task
Permissions Mobile Platform
None Read-only Standard Admin iOS Android Win
View Directory   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png AppleLogo_gray.png** icon_checkmark_h17.png**
Add Contact to Device        icon_checkmark_h17.png  AppleLogo_gray.png*   icon_checkmark_h17.png  
Send a Message or WhatsApp To Contact         AppleLogo_gray.png      
Email Forward Contact Information   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png   icon_checkmark_h17.png     
Search and Filter the Directory    icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png AppleLogo_gray.png   icon_checkmark_h17.png   

Documents


Task
Permissions Mobile Platform
None Read-only Standard Admin iOS Android Win
Search For Folders and Files   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png AppleLogo_gray.png** icon_checkmark_h17.png**  
Delete Folders and Files       icon_checkmark_h17.png AppleLogo_gray.png    icon_checkmark_h17.png    
Email Documents     icon_checkmark_h17.png icon_checkmark_h17.png AppleLogo_gray.png    icon_checkmark_h17.png    
Rename a File       icon_checkmark_h17.png AppleLogo_gray.png    icon_checkmark_h17.png    
Print a Folder or File     icon_checkmark_h17.png icon_checkmark_h17.png AppleLogo_gray.png      

Drawings


Task
Permissions Mobile Platform
None Read-only Standard Admin iOS Android Win
Add Measurements to a Drawing    icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png   AppleLogo_gray.png** icon_checkmark_h17.png**  
Add Photos to a Drawing     icon_checkmark_h17.png icon_checkmark_h17.png   AppleLogo_gray.png** icon_checkmark_h17.png**  
Add Punch List Items to Drawings      icon_checkmark_h17.png icon_checkmark_h17.png    AppleLogo_gray.png** icon_checkmark_h17.png**  
Create RFIs on a Drawing      icon_checkmark_h17.png   icon_checkmark_h17.png   AppleLogo_gray.png** icon_checkmark_h17.png**  
Delete Drawing Markups (personal)   icon_checkmark_h17.png icon_checkmark_h17.png  icon_checkmark_h17.png    AppleLogo_gray.png** icon_checkmark_h17.png   
Delete Drawing Markups (published)        icon_checkmark_h17.png    AppleLogo_gray.png** icon_checkmark_h17.png   
Download Drawings   icon_checkmark_h17.png icon_checkmark_h17.png  icon_checkmark_h17.png  AppleLogo_gray.png icon_checkmark_h17.png   
Email Drawings     icon_checkmark_h17.png  icon_checkmark_h17.png  AppleLogo_gray.png icon_checkmark_h17.png     
Link Items to a Drawing      icon_checkmark_h17.png  icon_checkmark_h17.png    AppleLogo_gray.png** icon_checkmark_h17.png**  
Markup a Drawing   icon_checkmark_h17.png icon_checkmark_h17.png  icon_checkmark_h17.png    AppleLogo_gray.png** icon_checkmark_h17.png**
Publish Personal Drawing Markups     icon_checkmark_h17.png  icon_checkmark_h17.png    AppleLogo_gray.png** icon_checkmark_h17.png   
Print Drawings   icon_checkmark_h17.png icon_checkmark_h17.png  icon_checkmark_h17.png  AppleLogo_gray.png icon_checkmark_h17.png     
Search for and Filter Drawings   icon_checkmark_h17.png icon_checkmark_h17.png  icon_checkmark_h17.png    AppleLogo_gray.png** icon_checkmark_h17.png**  
View Drawing Area    icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png   AppleLogo_gray.png** icon_checkmark_h17.png**  
View Drawings   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png   AppleLogo_gray.png** icon_checkmark_h17.png**

Information

 


Task
Permissions Mobile Platform
None Read-only Standard Admin iOS Android Win
Configure Settings   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png AppleLogo_gray.png** icon_checkmark_h17.png**  
View Current Items in the Upload Queue   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png AppleLogo_gray.png    icon_checkmark_h17.png     

Inspections


Task
Permissions Mobile Platform
None Read-only Standard Admin iOS Android Win
Add Comments to an Inspection Item   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png AppleLogo_gray.png** icon_checkmark_h17.png**  
Add Photos to an Inspection Item   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png AppleLogo_gray.png** icon_checkmark_h17.png**  
Create an Inspection     icon_checkmark_h17.png icon_checkmark_h17.png AppleLogo_gray.png     icon_checkmark_h17.png  
Create an Observation from an Inspection     icon_checkmark_h17.png icon_checkmark_h17.png AppleLogo_gray.png** icon_checkmark_h17.png**  
Edit an Inspection     icon_checkmark_h17.png icon_checkmark_h17.png AppleLogo_gray.png    icon_checkmark_h17.png**  
Email Inspections      icon_checkmark_h17.png icon_checkmark_h17.png AppleLogo_gray.png    icon_checkmark_h17.png     
Perform an Inspection     icon_checkmark_h17.png icon_checkmark_h17.png AppleLogo_gray.png** icon_checkmark_h17.png**  
Search for and Filter Inspections   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png AppleLogo_gray.png** icon_checkmark_h17.png**  
View the Activity Feed of an Inspection   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png AppleLogo_gray.png** icon_checkmark_h17.png**  

 

Locations


Task
Permissions Mobile Platform
None Read-only Standard Admin iOS Android Win
Scan Location QR Code in the Locations Tool   icon_checkmark_h17.png1 icon_checkmark_h17.png1 icon_checkmark_h17.png1 AppleLogo_gray.png    icon_checkmark_h17.png     
View Items Associated with a Location   icon_checkmark_h17.png1 icon_checkmark_h17.png1 icon_checkmark_h17.png1 AppleLogo_gray.png** icon_checkmark_h17.png**  

1 You will need permissions to view the items displayed in the Locations tool. For example, you will need 'Read-only' and above permissions on the Observations tool to view associated observations with the location.

Meetings


Task
Permissions Mobile Platform
None Read-only Standard Admin iOS Android Win
Add a Business Item   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png AppleLogo_gray.png*   icon_checkmark_h17.png     
Add Meeting Minutes       icon_checkmark_h17.png  AppleLogo_gray.png        
Convert from Agenda to Minutes Mode       icon_checkmark_h17.png AppleLogo_gray.png    icon_checkmark_h17.png     
Create a Meeting       icon_checkmark_h17.png AppleLogo_gray.png icon_checkmark_h17.png  
Edit a Business Item       icon_checkmark_h17.png AppleLogo_gray.png** icon_checkmark_h17.png     
Edit a Meeting       icon_checkmark_h17.png  AppleLogo_gray.png     icon_checkmark_h17.png     
Search for a Meeting   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png AppleLogo_gray.png** icon_checkmark_h17.png**  
Take Attendance       icon_checkmark_h17.png AppleLogo_gray.png**    
View a Meeting   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png AppleLogo_gray.png** icon_checkmark_h17.png**  

My Time


Task
Permissions Mobile Platform
None Read-only Standard Admin iOS Android Win
Add a My Time Entry   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png AppleLogo_gray.png*   icon_checkmark_h17.png*    
Search by Item Description   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png AppleLogo_gray.png** icon_checkmark_h17.png**  
Filter by Entries   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png AppleLogo_gray.png** icon_checkmark_h17.png**  

Observations


Task
Permissions Mobile Platform
None Read-only Standard Admin iOS Android Win
Add a Comment to an Observation     icon_checkmark_h17.png icon_checkmark_h17.png AppleLogo_gray.png** icon_checkmark_h17.png**  
Close an Observation     icon_checkmark_h17.png icon_checkmark_h17.png AppleLogo_gray.png** icon_checkmark_h17.png**  
Create an Observation     icon_checkmark_h17.png icon_checkmark_h17.png AppleLogo_gray.png*   icon_checkmark_h17.png  
Create an Observation from an Inspection     icon_checkmark_h17.png icon_checkmark_h17.png AppleLogo_gray.png** icon_checkmark_h17.png**  
Edit an Observation     icon_checkmark_h17.png icon_checkmark_h17.png AppleLogo_gray.png** icon_checkmark_h17.png**  
Respond to an Observation     icon_checkmark_h17.png icon_checkmark_h17.png AppleLogo_gray.png** icon_checkmark_h17.png**  
Search and Filter for Observations   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png AppleLogo_gray.png** icon_checkmark_h17.png**

Photos


Task
Permissions Mobile Platform
None Read-only Standard Admin iOS Android Win
Create a Photo Album     icon_checkmark_h17.png icon_checkmark_h17.png AppleLogo_gray.png     icon_checkmark_h17.png
Delete Photos   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png AppleLogo_gray.png    icon_checkmark_h17.png**
Take and Add Photos to an Album     icon_checkmark_h17.png icon_checkmark_h17.png AppleLogo_gray.png    icon_checkmark_h17.png
Save a Photo   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png AppleLogo_gray.png** icon_checkmark_h17.png**
Search Photos   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png AppleLogo_gray.png** icon_checkmark_h17.png   
Send Photo By Email     icon_checkmark_h17.png icon_checkmark_h17.png AppleLogo_gray.png    icon_checkmark_h17.png  
Share Photos   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png AppleLogo_gray.png    icon_checkmark_h17.png  
View Photos   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png AppleLogo_gray.png** icon_checkmark_h17.png**

 

Prime Contract


Task
Permissions Mobile Platform
None Read-only Standard Admin iOS Android Win
View Prime Contract   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png   icon_checkmark_h17.png  
View Inclusions/Exclusions   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png   icon_checkmark_h17.png  

Punch List 


Task
Permissions Mobile Platform
None Read-only Standard Admin iOS Android Win
Add a Photo to a Punch List Item     icon_checkmark_h17.png icon_checkmark_h17.png AppleLogo_gray.png    icon_checkmark_h17.png    
Close Punch List Item        icon_checkmark_h17.png AppleLogo_gray.png** icon_checkmark_h17.png    
Create Punch List Items     icon_checkmark_h17.png icon_checkmark_h17.png AppleLogo_gray.png*   icon_checkmark_h17.png
Edit Punch List     icon_checkmark_h17.png icon_checkmark_h17.png AppleLogo_gray.png    icon_checkmark_h17.png**  
Filter Punch List   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png AppleLogo_gray.png** icon_checkmark_h17.png**
Reassign Punch List Item     icon_checkmark_h17.png icon_checkmark_h17.png AppleLogo_gray.png   icon_checkmark_h17.png**  
Respond to a Punch List Item      icon_checkmark_h17.png icon_checkmark_h17.png AppleLogo_gray.png   icon_checkmark_h17.png     
Search Punch List   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png  AppleLogo_gray.png** icon_checkmark_h17.png**

RFIs


Task
Permissions Mobile Platform
None Read-only Standard Admin iOS Android Win
Close an RFI     icon_checkmark_h17.png icon_checkmark_h17.png AppleLogo_gray.png  icon_checkmark_h17.png
Create an RFI      icon_checkmark_h17.png  icon_checkmark_h17.png AppleLogo_gray.png  icon_checkmark_h17.png*
Create a Change Event from an RFI     icon_checkmark_h17.png icon_checkmark_h17.png   AppleLogo_gray.png** icon_checkmark_h17.png  
Edit an RFI        icon_checkmark_h17.png AppleLogo_gray.png  icon_checkmark_h17.png
Email Forward an RFI     icon_checkmark_h17.png icon_checkmark_h17.png AppleLogo_gray.png  icon_checkmark_h17.png  
Respond to an RFI     icon_checkmark_h17.png icon_checkmark_h17.png AppleLogo_gray.png  icon_checkmark_h17.png  
Search for and Filter RFIs    icon_checkmark_h17.png   icon_checkmark_h17.png  icon_checkmark_h17.png   AppleLogo_gray.png** icon_checkmark_h17.png
View RFIs   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png   AppleLogo_gray.png** icon_checkmark_h17.png  

Schedule


Task
Permissions Mobile Platform
None Read-only Standard Admin iOS Android Win
Filter Scheduled Tasks   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png AppleLogo_gray.png** icon_checkmark_h17.png**  
Search the Schedule   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png AppleLogo_gray.png** icon_checkmark_h17.png**  
View Task Details   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png AppleLogo_gray.png** icon_checkmark_h17.png**  

Specifications


Task
Permissions Mobile Platform
None Read-only Standard Admin iOS Android Win
Email Specifications     icon_checkmark_h17.png icon_checkmark_h17.png AppleLogo_gray.png    icon_checkmark_h17.png     
Search Contextually within Specifications   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png AppleLogo_gray.png** icon_checkmark_h17.png**  
Search for Specifications   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png AppleLogo_gray.png** icon_checkmark_h17.png**  
View Specifications   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png AppleLogo_gray.png** icon_checkmark_h17.png**

Submittals


Task
Permissions Mobile Platform
None Read-only Standard Admin iOS Android Win
Email Submittals     icon_checkmark_h17.png icon_checkmark_h17.png AppleLogo_gray.png     icon_checkmark_h17.png     
Filter Submittals   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png AppleLogo_gray.png**  icon_checkmark_h17.png**  
Scan a Submittal QR Code   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png AppleLogo_gray.png*   icon_checkmark_h17.png     
Search Submittals   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png AppleLogo_gray.png**  icon_checkmark_h17.png**  
View a Submittal   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png AppleLogo_gray.png**  icon_checkmark_h17.png**  
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