Permissions
Learn which user permissions are required to take the described actions in this tool.
Permissions
| | 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 Observations tool?
Observations Tutorials | None | Read Only | Standard | Admin | Notes |
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Add a Comment to an Observation |
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Add a Related Item to an Observation |
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Add Project Level Observation Types |
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| Company level Observation Types are managed at the Company level Admin tool. | |
Can Be Included on the Distribution List |
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Close Observation and Comment |
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Configure Advanced Settings: Observations |
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Create Custom Incident Statuses |
| Custom Incident Statuses are managed at the Company level Admin tool. | |||
Create Custom Observation Categories |
| Custom Observation Categories are managed at the Company level Admin tool. | |||
Create an Observation |
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Create an Observation from an Inspection |
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| 'Standard' users will also need 'Standard' permission to the Inspections tool. | |
Create a Project Level Observation Template |
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Customize the Column Display in the Observations Tool |
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Delete and Retrieve Observations |
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Delete Project Level Observation Templates |
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Delete Project Level Observation Types |
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| Company level Observation Types are managed at the Company level Admin tool. | |
Edit Project Level Observation Templates |
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| Company level Observation Types are managed at the Company level Admin tool. | |
Edit Project Level Observation Types |
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Edit Observations |
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Email an Observation |
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Email All Observations |
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Email My Observations |
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Export Observations as a PDF or CSV |
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Respond as Observation Assignee |
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Search for and Filter Observations |
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Update Observation Status to 'Ready for Review' and Comment |
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| 'Read Only' and 'Standard' users with the granular permission can update the status to 'Ready for Review'. | |
Update Open Observation Status and Comment |
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View the Activity Stream of an Observation Web |
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View Change History |
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View Observation Tool |
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View Observations (Not Private) |
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View Observations (Private) |
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View Observations (Private) |
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| 'Read Only' and 'Standard' lever users can view private observations without the granular permission if they are the Observation's Creator, Assignee, or on the Distribution List. | |
View Observations for Users within the Same Company (Private) |
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| For users with the granular permission, you or a user at your company must be the Observation's Creator, Assignee, or on the Distribution List. | |
View Observations by Type |
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View Observation Insights |
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