Conversations

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.

icon-mindtouch-table-check.png Users can take the action with this permission level.

icon-mindtouch-table-check-gp.png Users can take this action with this permission level AND one or more additional requirements, like granular permissions.

Task

None

Read Only

Standard

Admin

Notes

Add Items to a Message
iOS Android

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You can only add items from the project that you have access to.

Configure Access and Settings for the Conversations Tool

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Users must have 'Admin' level permissions to the Company Admin tool.

Create a Group in the Conversations Tool as an Administrator
iOS Android

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  • You must have 'Admin' level permissions to the Project or Company Directory tool.

  • The 'Create and Manage Group' setting must be set to 'Administrators' in the Conversation Tools Settings in the Company Admin tool.

Create a Group in the Conversations Tool as an Internal Employee
iOS Android

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  • You must be marked as an internal employee. See Add Someone as an Employee of Your Company.

  • The 'Create and Manage Group' setting must be set to 'Internal Employee' in the Conversation Tools Settings in the Company Admin tool.

Create a Group in the Conversations Tool as a Member of the Project
iOS Android

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  • You must have a user record in the Company Directory.

  • The 'Create and Manage Group' setting must be set to 'Everyone' in the Conversation Tools Settings in the Company Admin tool.

Edit or Delete a Message You Sent in the Conversations Tool as an Internal Employee
iOS Android

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  • You must have a user record in the Project Directory.

  • You must be marked as an employee of your company. See Add Someone as an Employee of Your Company.

  • The 'Edit and Delete' setting must be set to 'Only Employees of [Company] and enabled in the Conversation Tools Settings in the Company Admin tool.

Edit or Delete a Message You Sent in the Conversations Tool for a Project
iOS Android

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  • You must have a user record in the Project Directory.

  • The 'Edit and Delete' setting must be set to 'Any User in an Enabled Project's Directory' in the Conversation Tools Settings in the Company Admin tool.

Follow or Unfollow a Conversation for a Related Item (Not Private)

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You must have 'Read Only' permissions or higher to the item's tool.

Follow or Unfollow a Conversation for a Related Item (Private)

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  • Users must also have 'Read Only' access or higher to the item's tool.

  • You must also have access to view the private item. See the permissions matrix for the relevant tool.

Go to an Item in Procore from the Conversations Tool (Not Private)
iOS Android

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You must have 'Read Only' permissions or higher to the items' tool.

Go to an Item in Procore from the Conversations Tool (Private)
iOS Android

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  • Users must also have 'Read Only' access or higher to the item's tool.

  • You must also have access to view the private item. See the permissions matrix for the relevant tool.

Hide a Conversation from your View

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Manage a Group in the Conversations Tool as an Administrator
iOS Android

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  • You must have 'Admin' level permissions to the Project or Company Directory tool.

  • The 'Create and Manage Group' setting must be set to 'Administrators' in the Conversation Tools Settings in the Company Admin tool.

Manage a Group in the Conversations Tool as an Internal Employee
iOS Android

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  • You must be marked as an internal employee. See Add Someone as an Employee of Your Company.

  • The 'Create and Manage Group' setting must be set to 'Internal Employee' in the Conversation Tools Settings in the Company Admin tool.

Manage a Group in the Conversations Tool as Member of the Project
iOS Android

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  • You must have a user record in the Company Directory.

  • The 'Create and Manage Group' setting must be set to 'Everyone' in the Conversation Tools Settings in the Company Admin tool.

Manage In-App Notifications for the Conversations Tool
iOS Android

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You must have a user record in the Project Directory.

Mention a User in a Conversation
iOS Android

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  • You must have a user record in the Project Directory.

  • The user you want to mention must also have a record in the Project Directory.

  • If you are mentioning a user in a conversation for an item, you must have access to view that item.

Send a Direct Message in the Conversations Tool to Anyone on the Project
iOS Android

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  • You must have a user record in the Project Directory.

  • The 'Direct Messages' setting must be set to 'Any User in an Enabled Project's Directory' in the Conversation Tools Settings in the Company Admin tool.

Send a Direct Message in the Conversations Tool to Internal Employees
iOS Android

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  • You must have a user record in the Project Directory.

  • You must be marked as an employee of your company. See Add Someone as an Employee of Your Company.

  • The 'Direct Messages' setting must be set to 'Only Employees of [Company] and enabled in the Project's Directory' in the Conversation Tools Settings in the Company Admin tool.

Send a Group Message in the Conversations Tool
iOS Android

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  • You must have a user record in the Project Directory.

  • You must be a member of a group that has been created for the project.

Send a Message Related to an Item in Procore (Not Private)
iOS Android

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Users must also have 'Read Only' access or higher to the item's tool.

Send a Message Related to an Item in Procore (Private)
iOS Android

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  • Users must also have 'Read Only' access or higher to the item's tool.

  • You must also have access to view the private item. See the permissions matrix for the relevant tool.

View a Conversation Related to an Item in Procore (Not Private)

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Users must also have 'Read Only' access or higher to the item's tool.

View a Conversation Related to an Item in Procore (Private)

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  • Users must also have 'Read Only' access or higher to the item's tool.

  • You must also have access to view the private item. See the permissions matrix for the relevant tool.

View Messages in the Conversations Tool
iOS Android

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You must have a user record in the Project Directory.

Bid Board / Portfolio Planning
Cost Catalog