Autorisations

Découvrez quelles autorisations d’utilisateur sont nécessaires pour effectuer les actions décrites dans cet outil.

 Important

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 voir l’article.

Icon Mindtouch Table Check Les utilisateurs peuvent effectuer l’action avec ce niveau d’autorisation.

Icon Mindtouch Table Check Gp Les utilisateurs peuvent effectuer cette action avec ce niveau d’autorisation ET une ou plusieurs exigences supplémentaires, telles que des autorisations granulaires.

Action

None

Read Only

Standard

Admin

Notes

Add Labels to Materials
Web

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Attach Files in the Materials Tool
Web

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Close or Reopen a Requirements Document
Web

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Create Adjustment
Web

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Create Inter Project Transfer
Web

Icon Mindtouch Table Check Gp

Users must be a Company Admin with 'Admin' level permissions to the Company Directory tool.

Create Receipt
Web iOS
Android

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Icon Mindtouch Table Check

Create Requirements
Web

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Icon Mindtouch Table Check

Create Shipment
Web

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Create Transfer
Web

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Delete Adjustment
Web

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Delete Materials from Inventory
Web

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Icon Mindtouch Table Check

Delete Receipt
Web

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Icon Mindtouch Table Check

Delete Shipment
Web

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Edit Adjustment
Web

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Edit Direct Issue Document
Web

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Icon Mindtouch Table Check

Edit Inter Project Transfer
Web

Icon Mindtouch Table Check Gp

Users must be a Company Admin with 'Admin' level permissions to the Company Directory tool.

Edit Receipt
Web iOS
Android

Icon Mindtouch Table Check

Icon Mindtouch Table Check

Edit Shipment
Web

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Icon Mindtouch Table Check

Edit Transfer
Web

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Finalize Adjustment
Web

Icon Mindtouch Table Check

Icon Mindtouch Table Check

Finalize Inter Project Transfer
Web

Icon Mindtouch Table Check Gp

Users must be a Company Admin with 'Admin' level permissions to the Company Directory tool.

Finalize a Receipt (With Project Financials)
Web iOS
Android

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 iOS
Android

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Finalize Materials Requirements
Web

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Import Materials
Web

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Issue Materials for Use
Web

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Resolve a Defect
Web

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Search and Filter the Materials Tool
Web iOS
Android

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Set Stock Limits
Web

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Submit Materials Requirements
Web

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View Adjustment Details
Web

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View Defect Details
Web

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Icon Mindtouch Table Check

Icon Mindtouch Table Check

View Direct Issue Details
Web

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Icon Mindtouch Table Check

Icon Mindtouch Table Check

View Inter Project Transfer Details
Web

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View Inventory
Web iOS
Android

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View Materials Parts Details
Web iOS
Android

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View Materials Order Details
Web

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View Materials Recycle Bin
Web

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View Receipt Details
Web iOS
Android

Icon Mindtouch Table Check

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View Requirements Details
Web

Icon Mindtouch Table Check

Icon Mindtouch Table Check

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View Shipment Details
Web

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View Transfer Details
Web

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