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.
| | The action is available on Procore's Web, iOS, and/or Android application.
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.
Los usuarios deben agregarse al Directorio a nivel compañía para poder invitarlos a precalificar. Una vez que se les invite a precalificar, se les otorgarán automáticamente permisos de "Solo lectura" en la herramienta Portal de precalificación.
Action | None | Read Only | Standard | Admin | Notes |
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Add a Comment on a Prequalification Form |
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| Users with 'Standard' level permissions cannot view response data for the Financials category. | ||
Assign a Prequalification Primary Contact |
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Bulk Invite Companies to Prequalify |
| Users must also have 'Standard' level permissions or higher to the Company Directory tool. | |||
Configure Advanced Settings: Prequalifications |
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Create a Change Request for a Prequalification Form |
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Create a Custom Prequalification Question |
| Users must also have 'Admin' level permissions to the Company Admin tool. | |||
Customize the Column Display in the Prequalification Tool |
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Delete a Comment You Created on a Prequalification Form |
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Delete any Comment on a Prequalification Form |
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Edit a Custom Prequalification Question |
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Edit the Prequalification Form |
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Filter Prequalification Forms |
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Invite a Company to Prequalify |
| Users must also have 'Standard' level permissions or higher to the Company Directory tool. | |||
Preview the Prequalification Form |
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Review a Submitted Prequalification Form |
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| Users with 'Standard' level permissions cannot view response data for the Financials category. | ||
Set the Status on a Prequalification Form |
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View a Comment on a Prequalification Form |
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View a Company's Prequalification Information |
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View the Change History of a Prequalification Form |
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View the Prequalification Company List |
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