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.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.

Connection Manager Tutorials

Action

None

Read Only

Standard

Admin

Notes

Approve or Reject Project Connection Request
Web

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Create an External RFI 360 Report
Web

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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.

Configure Advanced Settings
Web

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Disconnect a Connected Project
Web

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Initiate a Request to Connect Projects
Web

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  • Users must also have ‘Read only’ level permissions or higher to the Drawings tool in both the upstream and downstream projects.

Link Internal and External RFIs on a Downstream Project
Web

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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.

Publish Drawings to your Downstream Project
Web

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  • Users must have ‘Admin’ level permissions to the Drawings tool.

Quick Undo a Connected Project
Web

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View External RFIs on a Downstream Project
Web

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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

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