How do 360 Reporting permissions work?
Answer
Les outils Rapports à 360° de Procore nécessitent deux couches d’autorisations distinctes pour accéder aux rapports à 360°:
Autorisations de créer et de gérer des rapports.
Autorisations d’accès aux données.
1. Permissions to Create and Manage Reports
You must have the appropriate access to the Project and Company 360 Reporting tools to create and manage reports.
2. Permissions to View 360 Report Data
For the Project Execution dataset, your data access is determined by your existing tool permissions. You can create and view detailed Project and Company 360 Reports using all the data you already have permission to see—no tool-level admin access is required.
To view data in all other datasets, you generally need 'Admin' permissions on the source tool where that data originates.
The sections below list the permissions needed in each source tool to see the data object in 360 Reports. Note that Company Admins have permissions to view all data.