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Procore

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

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**  

Crews


Task
Permissions Mobile Platform
None Read-only Standard Admin iOS Android Win
Create a Crew     icon_checkmark_h17.png icon_checkmark_h17.png AppleLogo_gray.png* icon_checkmark_h17.png*  
Edit a Crew     icon_checkmark_h17.png1 icon_checkmark_h17.png AppleLogo_gray.png   icon_checkmark_h17.png**  
View a Crew   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png AppleLogo_gray.png** icon_checkmark_h17.png**  

1 'Standard' users can only modify crews that they are the Crew Lead of.

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**   
Mark a Daily Log as Complete       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
Add a Call Log Entry from the Directory      icon_checkmark_h17.png icon_checkmark_h17.png AppleLogo_gray.png icon_checkmark_h17.png  
Add a Company to the Project Level Directory        icon_checkmark_h17.png AppleLogo_gray.png    
Add a Person to the Project Level Directory        icon_checkmark_h17.png AppleLogo_gray.png icon_checkmark_h17.png*  
Add a Contact to your Device   icon_checkmark_h17.png icon_checkmark_h17.png 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   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   
Send a Message or WhatsApp To Contact         AppleLogo_gray.png      
View 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     icon_checkmark_h17.png  
Download a File   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png AppleLogo_gray.png icon_checkmark_h17.png
Drag and Drop Files into Procore's Documents tool     icon_checkmark_h17.png icon_checkmark_h17.png AppleLogo_gray.png  
Email Folders and Files     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      
Upload a File     icon_checkmark_h17.png icon_checkmark_h17.png AppleLogo_gray.png** icon_checkmark_h17.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**  
Create Observations on a Drawing     icon_checkmark_h17.png1 icon_checkmark_h17.png1 AppleLogo_gray.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 (Personal)   icon_checkmark_h17.png2 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**

1 Also requires 'Standard' level permissions and above on the Observations tool.

2 'Read Only' level users can markup drawings but cannot publish their markups.


Forms


Task
Permissions Mobile Platform
None Read-only Standard Admin iOS Android Win
Edit a Form's Information     icon_checkmark_h17.png1 icon_checkmark_h17.png AppleLogo_gray.png** icon_checkmark_h17.png**  
Email a Form      icon_checkmark_h17.png icon_checkmark_h17.png AppleLogo_gray.png icon_checkmark_h17.png  
Delete a Project Level Form       icon_checkmark_h17.png AppleLogo_gray.png icon_checkmark_h17.png  
Fill out a Form     icon_checkmark_h17.png icon_checkmark_h17.png AppleLogo_gray.png icon_checkmark_h17.png  
View a Form   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png AppleLogo_gray.png** icon_checkmark_h17.png**

 

1 Standard level users may edit the information of a form they created.


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**  
Add Signers to an Inspection      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**  
Sign an Inspection   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**  
View Signatures on 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**  

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**  
Create Observations on a Drawing     icon_checkmark_h17.png1 icon_checkmark_h17.png1 AppleLogo_gray.png*    
Edit an Observation     icon_checkmark_h17.png icon_checkmark_h17.png AppleLogo_gray.png** icon_checkmark_h17.png**  
Email 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**

1 Also requires 'Standard' level permissions and above on the Drawings tool.
 

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**
Drag and Drop Images into Procore's Photos Tool     icon_checkmark_h17.png icon_checkmark_h17.png AppleLogo_gray.png      
Take and Add Photos to an Album     icon_checkmark_h17.png icon_checkmark_h17.png AppleLogo_gray.png    icon_checkmark_h17.png
Download a Photo   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png AppleLogo_gray.png** icon_checkmark_h17.png**  
Search for and Filter 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  
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 a Punch List Item        icon_checkmark_h17.png AppleLogo_gray.png** icon_checkmark_h17.png**   
Create a Punch List Item     icon_checkmark_h17.png icon_checkmark_h17.png AppleLogo_gray.png*   icon_checkmark_h17.png
Edit a Punch List Item     icon_checkmark_h17.png icon_checkmark_h17.png AppleLogo_gray.png    icon_checkmark_h17.png**  
Reassign 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**    
Search and Filter the 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
Search and Filter 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
Download Submittals   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png AppleLogo_gray.png    
Email Submittals     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 and Filter for 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**  

Timesheets


Task
Permissions Mobile Platform
None Read-only Standard Admin iOS Android Win
Add Employees to a Timesheet      icon_checkmark_h17.png1 icon_checkmark_h17.png AppleLogo_gray.png   icon_checkmark_h17.png  
Bulk Enter Time Entry      icon_checkmark_h17.png icon_checkmark_h17.png AppleLogo_gray.png**  icon_checkmark_h17.png  
Copy Previous Timesheet     icon_checkmark_h17.png icon_checkmark_h17.png AppleLogo_gray.png icon_checkmark_h17.png  
Create a Timesheet      icon_checkmark_h17.png icon_checkmark_h17.png  AppleLogo_gray.png*    icon_checkmark_h17.png*  
Edit a Timesheet      icon_checkmark_h17.png1 icon_checkmark_h17.png AppleLogo_gray.png  icon_checkmark_h17.png  
Sign a Timesheet   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png AppleLogo_gray.png* icon_checkmark_h17.png  
View a Labor Budget to Actual Report    icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png AppleLogo_gray.png** icon_checkmark_h17.png  
View a Timesheet    icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png AppleLogo_gray.png**   icon_checkmark_h17.png**  

'Standard' users can modify timesheets that they have created.

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