Prequalifications
Erfahren Sie, welche Benutzerberechtigungen erforderlich sind, um die beschriebenen Aktionen in diesem Tool auszuführen.
Wichtig
Some actions that impact this tool are done in other Procore tools.
| | The action is available on Procore's Web, iOS, and/or Android application.
Users can take the action with this permission level.
Users can take this action with this permission level AND one or more additional requirements, like granular permissions.
Benutzer müssen zum Adressbuch auf Unternehmensebene hinzugefügt werden, damit Sie sie zur Vorqualifizierung einladen können. Sobald sie zur Vorqualifizierung eingeladen wurden, erhalten sie automatisch die Berechtigung "Schreibgeschützt" für das Vorqualifizierungsportal.
Action | None | Read Only | Standard | Admin | Notes |
|---|---|---|---|---|---|
Add a Comment on a Prequalification Form |
|
| Users with 'Standard' level permissions cannot view response data for the Financials category. | ||
Assign a Prequalification Primary Contact |
| ||||
Bulk Invite Companies to Prequalify |
| Users must also have 'Standard' level permissions or higher to the Company Directory tool. | |||
Configure Advanced Settings: Prequalifications |
| ||||
Create a Change Request for a Prequalification Form |
| ||||
Customize the Column Display in the Prequalification Tool |
|
|
| ||
Delete a Comment You Created on a Prequalification Form |
|
| |||
Delete any Comment on a Prequalification Form |
| ||||
Edit the Prequalification Form |
| ||||
Filter Prequalification Forms |
|
|
| ||
Invite a Company to Prequalify |
| Users must also have 'Standard' level permissions or higher to the Company Directory tool. | |||
Preview the Prequalification Form |
|
|
| ||
Review a Submitted Prequalification Form |
|
| Users with 'Standard' level permissions cannot view response data for the Financials category. | ||
Set the Status on a Prequalification Form |
| ||||
View a Comment on a Prequalification Form |
|
| |||
View a Company's Prequalification Information |
|
| |||
View the Change History of a Prequalification Form |
| ||||
View the Prequalification Company List |
|
|
|