Prequalifications
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.
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.
Users need to be added to the Company level Directory in order for you to invite them to prequalify. Once they are invited to prequalify, they will automatically be given 'Read Only' permissions on the Prequalification Portal tool.
Action | None | Read Only | Standard | Admin | Notes |
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Add a Comment on a Prequalification Form |
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| Users with 'Standard' level permissions cannot view response data for the Financials category. | ||
Assign a Prequalification Primary Contact |
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Bulk Invite Companies to Prequalify |
| Users must also have 'Standard' level permissions or higher to the Company Directory tool. | |||
Configure Advanced Settings: Prequalifications |
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Create a Change Request for a Prequalification Form |
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Customize the Column Display in the Prequalification Tool |
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Delete a Comment You Created on a Prequalification Form |
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Delete any Comment on a Prequalification Form |
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Edit the Prequalification Form |
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Filter Prequalification Forms |
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Invite a Company to Prequalify |
| Users must also have 'Standard' level permissions or higher to the Company Directory tool. | |||
Preview the Prequalification Form |
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Review a Submitted Prequalification Form |
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| Users with 'Standard' level permissions cannot view response data for the Financials category. | ||
Set the Status on a Prequalification Form |
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View a Comment on a Prequalification Form |
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View a Company's Prequalification Information |
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View the Change History of a Prequalification Form |
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View the Prequalification Company List |
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