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 A Project Permissions Template is a set of role-based permissions that can be assigned to one or more Procore users in a project. The permission settings in a project permissions template define what actions users can perform and what information they can view in each Procore Project level tool. There are two types of project permissions templates in Procore: P_roject Specific Permissions Templates_ and_Global Permissions Templates_.
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. |