Autorisations

Découvrez quelles permissions d’utilisateur sont requises pour effectuer les actions décrites dans cet outil.

 À noter

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

| | L’action est disponible sur l’application Web, iOS et/ou Android de Procore. Cliquez ici pour consulter l’article.

Icon Mindtouch Table Check Les utilisateurs peuvent effectuer l’action avec ce niveau de permission.

Icon Mindtouch Table Check Gp Les utilisateurs peuvent effectuer cette action avec ce niveau de permission ET une ou plusieurs exigences supplémentaires, telles que des permissions granulaires.

Action

None

Read Only

Standard

Admin

Notes

Add Labels to Materials
Web

Icon Mindtouch Table Check

Icon Mindtouch Table Check

Attach Files in the Materials Tool
Web

Icon Mindtouch Table Check

Icon Mindtouch Table Check

Create a Receipt
Web

Icon Mindtouch Table Check

Icon Mindtouch Table Check

Create a Shipment
Web

Icon Mindtouch Table Check

Icon Mindtouch Table Check

Create a Defect
Web

Icon Mindtouch Table Check

Icon Mindtouch Table Check

Delete a Receipt
Web

Icon Mindtouch Table Check

Icon Mindtouch Table Check

Delete a Shipment
Web

Icon Mindtouch Table Check

Icon Mindtouch Table Check

Edit a Receipt
Web

Icon Mindtouch Table Check

Icon Mindtouch Table Check

Edit a Shipment
Web

Icon Mindtouch Table Check

Icon Mindtouch Table Check

Finalize a Receipt (With Project Financials)
Web

Icon Mindtouch Table Check Gp

Icon Mindtouch Table Check Gp

  • 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

Icon Mindtouch Table Check

Icon Mindtouch Table Check

Resolve a Defect
Web

Icon Mindtouch Table Check

Icon Mindtouch Table Check

Search and Filter the Materials Tool
Web

Icon Mindtouch Table Check

Icon Mindtouch Table Check

Icon Mindtouch Table Check

Set Stock Limits
Web

View Receipt Details
Web

Icon Mindtouch Table Check

Icon Mindtouch Table Check

Icon Mindtouch Table Check

View Shipment Details
Web

Icon Mindtouch Table Check

Icon Mindtouch Table Check

Icon Mindtouch Table Check

View Defect Details
Web

Icon Mindtouch Table Check

Icon Mindtouch Table Check

Icon Mindtouch Table Check