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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.

Announcements Documents Instructions Punch List
Camera 2 Drawings Meetings RFIs
Change Events Equipment Models 1 Schedule
Commitments Forms My Time Specifications
Crews Incidents Observations Submittals
Daily Log Information Photos Tasks
Directory  Inspections Prime Contract Timesheets

  1  This tool is only available on iOS.

  2  This tool is only available on Android.
     Note: The Camera function is available on both Android and iOS. However, 'Camera' is not listed as a tool in the iOS app.

Announcements

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

Note: Click the Mobile Platform icons in the table to navigate to the relevant support articles.


Task
Permissions Mobile Platform
None Read-only Standard Admin iOS Android Win
Create Announcements       icon_checkmark_h17.png1 AppleLogo_gray.png icon_checkmark_h17.png  
View Announcements   icon_checkmark_h17.png2 icon_checkmark_h17.png2 icon_checkmark_h17.png2 AppleLogo_gray.png icon_checkmark_h17.png  

Users must have 'Admin' permissions on the project's Home tool.

Users must have 'Read Only' or above permissions on the project's Home tool.

Camera

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

Note: Click the Mobile Platform icons in the table to navigate to the relevant support articles.


Task
Permissions Mobile Platform
None Read-only Standard Admin iOS Android Win
Take and Add Photos to an Album with the Camera Tool     icon_checkmark_h17.png icon_checkmark_h17.png 1 icon_checkmark_h17.png  

The camera function is available on both iOS and Android. See Take and Add Photos to an Album in the Photos section of the permissions matrix. 

Change Events

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

Note: Click the Mobile Platform icons in the table to navigate to the relevant support articles.


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

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

Note: Click the Mobile Platform icons in the table to navigate to the relevant support articles.


Task
Permissions Mobile Platform
None Read-only Standard Admin iOS Android Win
Create a Purchase Order   icon_checkmark_h17.png1 icon_checkmark_h17.png1 icon_checkmark_h17.png AppleLogo_gray.png** icon_checkmark_h17.png   
Edit a Commitment's Schedule of Values   icon_checkmark_h17.png2 icon_checkmark_h17.png2 icon_checkmark_h17.png AppleLogo_gray.png icon_checkmark_h17.png    
Edit a Purchase Order   icon_checkmark_h17.png2 icon_checkmark_h17.png2 icon_checkmark_h17.png AppleLogo_gray.png  icon_checkmark_h17.png**  
Search Commitments    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**  
View Purchase Orders and Subcontracts   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png AppleLogo_gray.png** icon_checkmark_h17.png**  

Users with 'Standard' or 'Read Only' level permissions on the Commitments tool may perform this action if the 'Create Purchase Order' granular permission is enabled on the permission template associated with their account

2 Users with 'Standard' or 'Read Only' level permissions on the Commitments tool may perform this action if the 'Update Purchase Order' and 'Update Subcontract' granular permissions are enabled on the permission template associated with their account.

Crews

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

Note: Click the Mobile Platform icons in the table to navigate to the relevant support articles.


Task
Permissions Mobile Platform
None Read-only Standard Admin iOS Android Win
Add a Worker   icon_checkmark_h17.png1 icon_checkmark_h17.png1 icon_checkmark_h17.png1 AppleLogo_gray.png  icon_checkmark_h17.png   
Create a Crew     icon_checkmark_h17.png icon_checkmark_h17.png AppleLogo_gray.png icon_checkmark_h17.png*  
Edit a Crew     icon_checkmark_h17.png2 icon_checkmark_h17.png AppleLogo_gray.png    icon_checkmark_h17.png**  
Edit a Worker   icon_checkmark_h17.png3 icon_checkmark_h17.png3 icon_checkmark_h17.png3 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**  
View a Worker   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png AppleLogo_gray.png  icon_checkmark_h17.png    

1 'Read Only' or higher level users can add workers if they have been granted the 'Create Reference Users' granular permission.
'Standard' users can only modify crews that they are the Crew Lead of.
3 'Read Only' or higher level users can edit workers if they have been granted the 'Update Reference Users' granular permission.

Daily Log

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

Note: Click the Mobile Platform icons in the table to navigate to the relevant support articles.


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    
Send Photos from the Photos tool to the Daily Log     icon_checkmark_h17.png icon_checkmark_h17.png AppleLogo_gray.png    
Review and Approve Pending Entries       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

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

Note: Click the Mobile Platform icons in the table to navigate to the relevant support articles.


Task
Permissions Mobile Platform
None Read-only Standard Admin iOS Android Win
Add a Phone Calls 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* icon_checkmark_h17.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    
Edit a Company in the Project Level Directory        icon_checkmark_h17.png   icon_checkmark_h17.png    
Edit a Person in the Project Level Directory        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

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

Note: Click the Mobile Platform icons in the table to navigate to the relevant support articles.


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

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

Note: Click the Mobile Platform icons in the table to navigate to the relevant support articles.


Task
Permissions Mobile Platform
None Read-only Standard Admin iOS Android Win
Add Observations to a Drawing     icon_checkmark_h17.png icon_checkmark_h17.png AppleLogo_gray.png icon_checkmark_h17.png  
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**  
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   
Sync and 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**  
Link RFIs to a Drawing (iOS)     icon_checkmark_h17.png icon_checkmark_h17.png   AppleLogo_gray.png icon_checkmark_h17.png**  
Link Observations to a Drawing (iOS)     icon_checkmark_h17.png1 icon_checkmark_h17.png1 AppleLogo_gray.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.

Equipment 

The following table highlights which user permissions are required to perform the described user action. 
Important! Users will need 'Read Only' or higher permissions on the Company level Equipment tool to access the Project level Equipment tool. 

Note: Click the Mobile Platform icons in the table to navigate to the relevant support articles.


Task
Permissions Mobile Platform
None Read-only Standard Admin iOS Android Win
Add Inspections to Equipment Entries     icon_checkmark_h17.png1 icon_checkmark_h17.png AppleLogo_gray.png icon_checkmark_h17.png  
Add Equipment Entries     icon_checkmark_h17.png icon_checkmark_h17.png AppleLogo_gray.png icon_checkmark_h17.png  
Change the Status of Equipment Entries     icon_checkmark_h17.png2 icon_checkmark_h17.png AppleLogo_gray.png icon_checkmark_h17.png  
Edit Equipment Entries     icon_checkmark_h17.png2 icon_checkmark_h17.png AppleLogo_gray.png icon_checkmark_h17.png  
Perform Equipment Inspections     icon_checkmark_h17.png1 icon_checkmark_h17.png AppleLogo_gray.png icon_checkmark_h17.png  
Remove Equipment from Site     icon_checkmark_h17.png2 icon_checkmark_h17.png AppleLogo_gray.png icon_checkmark_h17.png  
Search and Filter for Equipment Entries   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png AppleLogo_gray.png icon_checkmark_h17.png  
View Equipment Entries   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png AppleLogo_gray.png icon_checkmark_h17.png  

Users must also have 'Standard' level permissions and above on the project level Inspections tool.

'Standard' users can perform functions on equipment entries they have created.

Incidents

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

Note: Click the Mobile Platform icons in the table to navigate to the relevant support articles.


Task
Permissions Mobile Platform
None Read-only Standard Admin iOS Android Win
Add a Witness Statement to an Incident     icon_checkmark_h17.png icon_checkmark_h17.png AppleLogo_gray.png** icon_checkmark_h17.png**  
Close Incidents     icon_checkmark_h17.png1 icon_checkmark_h17.png AppleLogo_gray.png** icon_checkmark_h17.png**  
Create Incidents     icon_checkmark_h17.png icon_checkmark_h17.png AppleLogo_gray.png* icon_checkmark_h17.png*  
Edit Incidents     icon_checkmark_h17.png1 icon_checkmark_h17.png AppleLogo_gray.png** icon_checkmark_h17.png**  
Email Incidents     icon_checkmark_h17.png icon_checkmark_h17.png AppleLogo_gray.png   icon_checkmark_h17.png  
Search and Filter for Incidents   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png AppleLogo_gray.png** icon_checkmark_h17.png**  
View Incidents   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png AppleLogo_gray.png** icon_checkmark_h17.png**  

'Standard' level users can perform this action for incidents that they have 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

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

Note: Click the Mobile Platform icons in the table to navigate to the relevant support articles.


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.png1 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 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    

'Standard' level users can only edit inspections that they have created.

Instructions

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

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

Note: Click the Mobile Platform icons in the table to navigate to the relevant support articles.


Task
Permissions Mobile Platform
None Read-only Standard Admin iOS Android Win
Add a Meeting Item       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 Meeting 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**  

Models


Task
Permissions Mobile Platform
None Read-only Standard Admin iOS Android Win
Create Coordination Issues on a Model (iOS)   icon_checkmark_h17.png1   icon_checkmark_h17.png1 AppleLogo_gray.png    
Download or Remove Models from a Device (iOS)   icon_checkmark_h17.png   icon_checkmark_h17.png AppleLogo_gray.png    
View Models (iOS)   icon_checkmark_h17.png   icon_checkmark_h17.png AppleLogo_gray.png    


Note: 'Standard' permission does not exist for the Models tool.

'Standard' or 'Admin' permissions to the Coordination Issues tool are also needed to create coordination issues on a model. 

My Time​ ​

The following table highlights which user permissions are required to perform the described user action.
Important! Permissions for My Time are set in the Company Directory tool under Timecards.

Note: Click the Mobile Platform icons in the table to navigate to the relevant support articles.


Task
Permissions Mobile Platform
None Read-only Standard Admin iOS Android Win
Add a My Time Entry        icon_checkmark_h17.png1   icon_checkmark_h17.png1 AppleLogo_gray.png*   icon_checkmark_h17.png*    
Clock Your Time       icon_checkmark_h17.png1,2   icon_checkmark_h17.png1,2 AppleLogo_gray.png icon_checkmark_h17.png  
Edit a My Time Entry       icon_checkmark_h17.png1   icon_checkmark_h17.png1 AppleLogo_gray.png*   icon_checkmark_h17.png*    
Search by Item Description        icon_checkmark_h17.png1   icon_checkmark_h17.png1 AppleLogo_gray.png** icon_checkmark_h17.png**  
View My Time Entries       icon_checkmark_h17.png1   icon_checkmark_h17.png1 AppleLogo_gray.png icon_checkmark_h17.png  

'Standard' level permission or higher is required on the company's Timecard tool to complete this function. 

2  This function is only available if the Timesheet tool is enabled.

Observations

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

Note: Click the Mobile Platform icons in the table to navigate to the relevant support articles.


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**  
Add Observations to a Drawing     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.png2 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' or 'Admin' permissions on the Drawings tool.

2  'Standard' level users can only edit observations that they have created.

Photos

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

Note: Click the Mobile Platform icons in the table to navigate to the relevant support articles.


Task
Permissions Mobile Platform
None Read-only Standard Admin iOS Android Win
Add a Comment to a Photo     icon_checkmark_h17.png icon_checkmark_h17.png  AppleLogo_gray.png*   icon_checkmark_h17.png    
Bulk Edit Photos       icon_checkmark_h17.png AppleLogo_gray.png   icon_checkmark_h17.png   
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  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       
Download a Photo   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png  AppleLogo_gray.png** icon_checkmark_h17.png**  
Mark Up a Photo     icon_checkmark_h17.png icon_checkmark_h17.png AppleLogo_gray.png icon_checkmark_h17.png  
Mention Someone in a Photo Comment     icon_checkmark_h17.png icon_checkmark_h17.png AppleLogo_gray.png icon_checkmark_h17.png  
Email a Photo     icon_checkmark_h17.png icon_checkmark_h17.png  AppleLogo_gray.png  icon_checkmark_h17.png  
Search and Filter for Photos   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png AppleLogo_gray.png icon_checkmark_h17.png  
Send Photos from the Photos tool to the Daily Log     icon_checkmark_h17.png icon_checkmark_h17.png AppleLogo_gray.png icon_checkmark_h17.png  
Sort Photo Albums   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
View Photos   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png AppleLogo_gray.png**  icon_checkmark_h17.png**  

Prime Contract

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

Note: Click the Mobile Platform icons in the table to navigate to the relevant support articles.


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 

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

Note: Click the Mobile Platform icons in the table to navigate to the relevant support articles.


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*  
Download Attachments from a Punch List Item   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png AppleLogo_gray.png     
Edit a Punch List Item     icon_checkmark_h17.png1, 2 icon_checkmark_h17.png   AppleLogo_gray.png    icon_checkmark_h17.png**  
Send Punch List Items       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** 

 'Standard' level users can edit punch list items that they have created if the item's status is in 'Draft,' or 'In Dispute.'

 'Standard' level users who have been granted permission to act as Punch Item Manager can edit items in which they are listed as the Punch Item Manager, except when the item's status is 'Draft'.
Note: A 'Standard' user must be added to the 'Standard permission users who can act as a Punch Item Manager' section of the Punch List tool's configure settings in order to be selected as a Punch Item Manager. 

RFIs

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

Note: Click the Mobile Platform icons in the table to navigate to the relevant support articles.


Task
Permissions Mobile Platform
None Read-only Standard Admin iOS Android Win
Close an RFI       icon-mindtouch-table-check.png icon-apple-logo.png  icon-android-logo.png* icon-windows-logo.png
Create an RFI      icon-mindtouch-table-check.png  icon-mindtouch-table-check.png icon-apple-logo.png* icon-android-logo.png* icon-windows-logo.png
Create a Change Event from an RFI     icon-mindtouch-table-check.png icon-mindtouch-table-check.png   icon-apple-logo.png** icon-android-logo.png*  
Edit an RFI        icon-mindtouch-table-check.png icon-apple-logo.png  icon-android-logo.png* icon-windows-logo.png
Email Forward an RFI     icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png  icon-android-logo.png  
Respond to an RFI     icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png  icon-android-logo.png*  
Search for and Filter RFIs    icon-mindtouch-table-check.png  icon-mindtouch-table-check.png  icon-mindtouch-table-check.png   icon-apple-logo.png** icon-android-logo.png icon-windows-logo.png
View RFIs   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png   icon-apple-logo.png** icon-android-logo.png  

Schedule

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

Note: Click the Mobile Platform icons in the table to navigate to the relevant support articles.


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

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

Note: Click the Mobile Platform icons in the table to navigate to the relevant support articles.


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

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

Note: Click the Mobile Platform icons in the table to navigate to the relevant support articles.


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**  

Tasks

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

Note: Click the Mobile Platform icons in the table to navigate to the relevant support articles.


Task
Permissions Mobile Platform
None Read-only Standard Admin iOS Android Win
Add Comments to Tasks     icon_checkmark_h17.png1 icon_checkmark_h17.png * icon_checkmark_h17.png*  
Add Tasks      icon_checkmark_h17.png2 icon_checkmark_h17.png * icon_checkmark_h17.png*  
Change the Status of a Task      icon_checkmark_h17.png3 icon_checkmark_h17.png * icon_checkmark_h17.png*  
Delete a Task       icon_checkmark_h17.png * icon_checkmark_h17.png*  
Edit Tasks      icon_checkmark_h17.png4 icon_checkmark_h17.png * icon_checkmark_h17.png*  
Search for Tasks    icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png ** icon_checkmark_h17.png**  
View Tasks    icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png ** icon_checkmark_h17.png**  

1  'Standard' level users can add comments to tasks that they have created or that they are listed as the Assignee.

2  'Standard' level users can only assign tasks that they have created to themselves or to 'Admin' level users.

3  'Standard' level users who are the Assignee of a task, can change the status to 'Initiated', 'In Progress', or 'Ready for Review', but NOT to 'Closed' or 'Void'.

4  'Standard' level users can only edit tasks that they have created.

 

 

Timesheets

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