Permissions
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.
Action | None | Read Only | Standard | Admin | Notes |
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Add a Signature to Procore Emails |
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Archive an Email |
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Configure Advanced Settings: Emails |
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Create a Tag to Filter Emails |
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Create an Email |
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Export an Email as a PDF |
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Delete an Email |
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Delete a Tag from the Emails Tool |
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Filter Emails by Tag |
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Forward an Email Using the Emails Tool |
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Mark an Email You Created as Private or Public |
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Mark Any Email as Private or Public |
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Mark an Email as Spam |
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Remove a Tag from an Email |
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Reply to an Email Sent from the Emails Tool |
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| Procore permissions are not required for a person to reply to an email using an email client outside of Procore. However, only 'Standard' and 'Admin' level users can use the reply function within the Emails tool in Procore. |
Reply to an Email Using the Emails Tool |
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Restore an Archived Email |
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Retrieve an Email from |
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Search Emails in the Emails Tool |
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Send an Inbound Email to the Project's Emails Tool |
| Anyone who knows the exact inbound email address for the project can send an email to the Emails tool, regardless of whether they are a project user in Procore. | |||
Set Up Your Outbound Email Signature |
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| The ability to set up an email signature is available under your name in the upper right corner of the Procore web application under 'My Settings'. | |
Unmark an Email as Spam |
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View All Emails in the Emails Tool |
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