What granular permissions are available for the project's Submittals tool?
Background
In Procore, the term granular permissions refers to task-based privileges that can be granted to users with 'Read Only' or 'Standard' level permissions on certain tools through the users' assigned In Procore, a Permissions Template is a set of_role-based permissions_ that can be assigned to one or more Procore users. The permission settings in a template define what actions users can perform and what information they can view in each Procore tool
The table below shows the granular permissions that are available for the project's Submittals tool.
Answer
Granular Permission Name | Granular Permission Description |
|---|---|
Apply Submittal Workflow Template | Grants a user with 'Standard' level permissions on the Submittals tool the privilege to apply a submittal workflow template to an individual submittal. Users with 'Read Only' permissions on the Submittals tool must also be assigned the 'Create Submittal' granular permission to be able to assign a submittal workflow template to a submittal. This granular permission does NOT apply to bulk application of submittal workflow templates. |
Create Submittal | Grants a user the privilege to create submittal items. |
Create Submittal Package | Grants a user the privilege to create submittal packages. |
View Private Submittals Associated to Users within Same Company | Grants a user the privilege to view a submittal marked 'Private' if another user in their company is the submittal's creator or is designated as the Submittal Manager, a Submitter, an Approver, or a Distribution List member. |
See Also
Loading related articles...