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.
What granular permissions are available for the company's Workflows tool?
Action | None | Read Only | Standard | Admin | Notes |
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Assign a Workflow Template to a Project |
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Configure Settings: Workflows |
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Create a Workflow Template |
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Create and Manage Custom Workflow Responses |
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Delete a Draft Workflow Template |
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Duplicate a Workflow Template |
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Edit a Workflow Template |
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Enable Self-Serve Workflows for your Company |
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Publish a Workflow Template |
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View Workflow Templates |
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Legacy Workflows
* If your company purchased the legacy Workflows tool, your company's Procore Administrator must submit an enablement request to your company's Procore point of contact. Your Procore Administrator will work with your Procore point of contact to create workflows.