Permisos

Aprenda qué permisos de usuario son necesarios para realizar las acciones descritas en esta herramienta.

 Importante

Some actions that impact this tool are done in other Procore tools.

Permissions

| | La acción está disponible en la aplicación web, iOS o Android de Procore. Haga clic para ver el artículo.

icon-mindtouch-table-check.png Los usuarios pueden realizar la acción con este nivel de permiso.

icon-mindtouch-table-check-gp.png Los usuarios pueden realizar esta acción con este nivel de permiso Y uno o más requisitos adicionales, como permisos granulares.

Portfolio Tutorials
Action

None

Read Only

Standard

Admin

Notes

Add Favorites to the Company Tools Menu
Web

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Add Filters to the Portfolio Views
Web

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Add Project Notes
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Apply a Project Template to a New Project
Web

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  • Users must also have the setting marked to allow them to create projects.

  • 'Admin' level users of the company's Directory tool can also take this action with no additional permissions.

Change Your Password
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Configure a Project Template
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Configure Advanced Settings: Portfolio
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Create a New Project
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  • Users must also have the setting marked to allow them to create projects.

  • 'Admin' level users of the company's Directory tool can also take this action with no additional permissions.

Export a List of Projects from the Company Portfolio
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Export Your 'My Open Items' List for a Company Account
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Revoke Access for Connected Apps
Web

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Search the Company Portfolio for Projects
Web

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Set the Dashboard View Permissions
Web

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Set Up and Manage Your Favorites
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Set User Permissions for the Portfolio Tool
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Show Projects on Google Maps from the Portfolio Tool
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Switch Between Financial Project Views
Web

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Switch Between the Portfolio Views
Web

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Upload Your Avatar or Profile Photo to Procore
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View Inactive Projects
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Only users who were added to the Project level Directory for one or more inactive projects can view those inactive projects in the company's Portfolio tool.

View My Open Items in the Portfolio Tool
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View the Health Dashboard in the Portfolio Tool
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