Permissions

Learn which user permissions are required to take the described actions in this tool.

 Important

Some actions that impact the Connection Manager tool are performed in other Procore tools. All permissions listed refer to the Connection Manager unless stated otherwise.

| | The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.

Icon Mindtouch Table Check Users can take the action with this permission level.

Icon Mindtouch Table Check Gp Users can take this action with this permission level AND one or more additional requirements, like granular permissions.

Action

None

Read Only

Standard

Admin

Notes

Approve or Reject Project Connection Request

Web

Check Green2

Create an External RFI 360 Report

Web

Check Orange Simple

Check Orange Simple

  • Permissions for the RFI tool.

  • Users also need 'Standard' level permissions or higher to the project's 360 Reporting tool.

Configure Advanced Settings

Web

Check Green2

Disconnect a Connected Project

Web

Check Green2

Initiate a Project Connection

Web

Check Green2

Link Internal and External RFIs on a Downstream Project

Web

Check Orange Simple

+ View External Items

Check Orange Simple

+ View External Items

Check Green2

  • Permissions for the RFI tool.

  • Users with Read Only or Standard permissions to the RFI tool must also have the ‘View External Items’ granular permission to the RFIs tool to Link Internal and External RFIs on a Downstream Project.

Quick Undo a Connected Project

Web

Check Green2

View External RFIs on a Downstream Project

Web

Check Orange Simple

+ View External Items

Check Orange Simple

+ View External Items

Check Green2

Users must have one of the following permissions to the RFIs tool:

  • 'Admin'

  • 'Read Only' or 'Standard' level permissions with the ‘View External Items’ granular permission for RFIs.

View Project Connections

Web

Check Green2

Check Green2

Check Green2

Considerations
Set Connection Approval Preferences