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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.

 

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 Platform
None Read-only Standard Admin iOS Android
Create a Change Event     icon_checkmark_h17.png icon_checkmark_h17.png AppleLogo_gray.png icon_checkmark_h17.png

Commitments

Task Permissions Platform
None Read-only Standard Admin iOS Android
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   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png AppleLogo_gray.png icon_checkmark_h17.png

Daily Log

Task Permissions Platform
None Read-only Standard Admin iOS Android Windows
Add a Daily Log Item     icon_checkmark_h17.png icon_checkmark_h17.png AppleLogo_gray.png icon_checkmark_h17.png
Copy Daily Logs       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 Platform
None Read-only Standard Admin iOS Android Windows
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       icon_checkmark_h17.png AppleLogo_gray.png icon_checkmark_h17.png  
Email Forward Contact Information   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png  AppleLogo_gray.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 Platform
None Read-only Standard Admin iOS Android
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 Files Wirelessly         AppleLogo_gray.png  
Download Documents   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png AppleLogo_gray.png icon_checkmark_h17.png
Preview a File   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png AppleLogo_gray.png icon_checkmark_h17.png

Information

Task Permissions Platform
None Read-only Standard Admin iOS Android
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
View Drawing Sets Being Synced with Procore   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png AppleLogo_gray.png icon_checkmark_h17.png
View Announcements Sent by Procore Team   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png AppleLogo_gray.png icon_checkmark_h17.png
View Project Roles   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png AppleLogo_gray.png icon_checkmark_h17.png

Locations

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

* 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 Platform
None Read-only Standard Admin iOS Android
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 Meeting       icon_checkmark_h17.png 'AppleLogo_gray.png icon_checkmark_h17.png
Create a Business Item       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
Take Attendance       icon_checkmark_h17.png AppleLogo_gray.png  
Add Meeting Minutes       icon_checkmark_h17.png AppleLogo_gray.png  
Search by Overview and Meeting Category   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png AppleLogo_gray.png icon_checkmark_h17.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 Platform
None Read-only Standard Admin iOS Android
Create and Edit My Time Entries    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 Platform
None Read-only Standard Admin iOS Android Windows
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 Platform
None Read-only Standard Admin iOS Android Windows
Create a Photo Album     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
Search 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
Delete Photos   icon_checkmark_h17.png 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
Send Photo By Email     icon_checkmark_h17.png icon_checkmark_h17.png AppleLogo_gray.png icon_checkmark_h17.png

Prime Contract

Task Permissions Platform
None Read-only Standard Admin iOS Android
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 Platform
None Read-only Standard Admin iOS Android Windows
Filter Punch List   icon_checkmark_h17.png 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
Edit Punch List     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  
Reassign Punch List Item     icon_checkmark_h17.png 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
Add a Photo to a 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  

RFIs

Task Permissions Platform
None Read-only Standard Admin iOS Android Windows
Create 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
Filter RFIs    icon_checkmark_h17.png   icon_checkmark_h17.png  icon_checkmark_h17.png AppleLogo_gray.png icon_checkmark_h17.png
Search RFIs    icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png AppleLogo_gray.png icon_checkmark_h17.png
Create a Draft RFI     icon_checkmark_h17.png 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  
Print an RFI   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png AppleLogo_gray.png    
Create a Change Event from an RFI     icon_checkmark_h17.png icon_checkmark_h17.png AppleLogo_gray.png icon_checkmark_h17.png  
Close an RFI     icon_checkmark_h17.png icon_checkmark_h17.png AppleLogo_gray.png icon_checkmark_h17.png

Schedule

Task Permissions Platform
None Read-only Standard Admin iOS Android
Filter Scheduled Tasks   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
Search by Task and Calendar Item Title   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png AppleLogo_gray.png icon_checkmark_h17.png

Specifications

Task Permissions Platform
None Read-only Standard Admin iOS Android Windows
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 Platform
None Read-only Standard Admin iOS Android
 Scan a Submittal QR Code   icon_checkmark_h17.png 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
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
Email Submittals     icon_checkmark_h17.png icon_checkmark_h17.png AppleLogo_gray.png icon_checkmark_h17.png
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Last modified
15:17, 7 Aug 2017

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