Permissions
Learn which user permissions are required to take the described actions in this tool.
Important
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. Click to view the article.
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.
What granular permissions are available for the Project level Meetings tool?
Meetings Tutorials | None | Read Only | Standard | Admin | Notes |
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Add a Comment to a Meeting Item |
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Add a Meeting Category |
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Add a Meeting Item |
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Add a Meeting To Your Personal Calendar |
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Add a Related Item to a Meeting |
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Add Meeting Minutes |
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Configure Advanced Settings: Meetings |
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Convert a Meeting from Agenda to Minutes Mode |
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Create a Follow-up Meeting |
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Create a Meeting |
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Delete Any Meeting Comment |
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Delete Own Meeting Comment |
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Create a Meeting from a Template |
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Delete a Meeting |
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Delete a Meeting Category |
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Delete a Meeting Item |
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Distribute a Meeting Agenda |
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Distribute and Redistribute Meeting Minutes |
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Edit a Meeting |
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Edit a Meeting Item |
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Export a Meeting as a PDF |
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Forward a Meeting by Email |
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Initiate an Email Communication Thread for a Meeting |
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| Any person (even non-Procore users) with the email address for the meeting can initiate a communication thread. | |
Record Meeting Attendance |
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Reorder Meeting Categories |
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Reorder Meeting Items |
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Search for a Meeting |
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Star Previous Minutes |
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View a Meeting (Not Private) |
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View a Meeting (Private) |
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| 'Read Only' and 'Standard' users must also be the meeting's Creator or a member of the Attendees List. | |
View Previous Minutes |
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View the Change History of a Meeting |
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