Permissions

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

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
Add Labels to Materials Web
Attach Files in the Materials Tool Web
Close or Reopen a Requirements Document Web
Create Materials Adjustment Web
Create Materials Receipt Web iOS Android
Create Materials Requirements Web
Create Materials Shipment Web
Create Materials Transfer Web
Delete Adjustment Web
Delete Receipt Web
Delete Shipment Web
Edit Adjustment Web
Edit Receipt Web iOS Android
Edit Shipment Web
Edit Transfer Web
Finalize Adjustment Web
Finalize a Receipt (With Project Financials) Web iOS Android					To finalize a receipt, you must also have 'Standard' level permissions or higher to project's Commitments tool: 'Standard' users can only finalize receipts during an open billing period because the system automatically generates an invoice. 'Admin' users can finalize receipts in any existing billing period, whether it is open or closed.
Finalize a Receipt (Without Project Financials) Web iOS Android
Finalize Materials Requirements Web
Import Materials Web
Resolve a Defect Web
Search and Filter the Materials Tool Web iOS Android
Set Stock Limits Web
Submit Materials Requirements Web
View Adjustment Details Web
View Defect Details Web
View Materials Order Details Web
View Inventory Web iOS Android
View Materials Parts Details Web iOS Android
View Materials Recycle Bin Web
View Receipt Details Web iOS Android
View Requirements Details Web
View Shipment Details Web
View Transfer Details Web

Materials