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.
Permissions
| | 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.
Instructions Tutorials | None | Read Only | Standard | Admin | Notes |
|---|---|---|---|---|---|
Add a Related Item to an Instruction |
| ||||
Add the Instructions Tool to a Project |
| You must also be your company's Procore Administrator. | |||
Configure Advanced Settings: Instructions |
| ||||
Create an Instruction from an RFI |
|
| You must also have access to the RFI and 'Read Only' level permissions or higher on the project's RFIs tool. | ||
Create and Issue an Instruction |
|
| |||
Delete an Instruction |
| ||||
Edit and Re-Issue an Instruction You Created |
|
| |||
Edit and Re-Issue Any Instruction |
| ||||
Email an Instruction |
| ||||
Export an Instruction |
|
|
| ||
Export the Instructions List |
|
|
| ||
Retrieve an Instruction from the Recycle Bin |
| ||||
Search and Filter Instructions | |||||
Set User Permission for the Instructions Tool |
| ||||
Switch Between Views in the Instructions Tool |
|
|
| ||
View an Instruction (Not Private) |
|
|
| ||
View an Instruction (Private) |
|
|
| 'Read Only' or 'Standard' level users must also be the Instructions's Creator or a member of the Attention or Distribution List. |