Transmittals
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's Transmittals tool?
Action | None | Read Only | Standard | Admin | Notes |
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Add Items to a Transmittal |
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Add Related Items to a Transmittal |
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Configure Advanced Settings: Transmittals |
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Create a Transmittal |
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Customize the Column Display in the Transmittals Tool |
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Delete a Transmittal |
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Edit a Transmittal You Created |
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Edit Any Transmittal |
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Export a Transmittal Letter to PDF |
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Export a Transmittal Log to CSV |
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Export a Transmittal Log to PDF |
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Forward a Transmittal by Email |
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Resize Column Width in the Transmittals Log |
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Retrieve a Transmittal from the Recycle Bin |
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Search Transmittals |
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View a Transmittal (Not Private) |
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View a Transmittal (Private) |
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| 'Read Only' and 'Standard' level users must also be the transmittal's Creator, or listed in the 'To' or 'CC' field. | |
View a Transmittal for Users at your Same Company (Private) |
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| For users with the granular permission, you or a user at your company must be the transmittal's Creator, or listed in the 'To' or 'CC' field. | |
View the Email Correspondence for a Transmittal |
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