Prequalifications
このツールで説明されているアクションを実行するために必要なユーザー権限について説明します。
大事な
Some actions that impact this tool are done in other Procore tools.
| | The action is available on Procore's Web, iOS, and/or Android application.
Users can take the action with this permission level.
Users can take this action with this permission level AND one or more additional requirements, like granular permissions.
ユーザーを事前資格審査に招待するには、ユーザーを会社レベルのディレクトリに追加する必要があります。事前審査に招待されると、事前審査ポータルツールの「読み取り専用」権限が自動的に与えられます。
Action | None | Read Only | Standard | Admin | Notes |
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Add a Comment on a Prequalification Form |
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| Users with 'Standard' level permissions cannot view response data for the Financials category. | ||
Assign a Prequalification Primary Contact |
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Bulk Invite Companies to Prequalify |
| Users must also have 'Standard' level permissions or higher to the Company Directory tool. | |||
Configure Advanced Settings: Prequalifications |
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Create a Change Request for a Prequalification Form |
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Customize the Column Display in the Prequalification Tool |
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Delete a Comment You Created on a Prequalification Form |
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Delete any Comment on a Prequalification Form |
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Edit the Prequalification Form |
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Filter Prequalification Forms |
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Invite a Company to Prequalify |
| Users must also have 'Standard' level permissions or higher to the Company Directory tool. | |||
Preview the Prequalification Form |
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Review a Submitted Prequalification Form |
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| Users with 'Standard' level permissions cannot view response data for the Financials category. | ||
Set the Status on a Prequalification Form |
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View a Comment on a Prequalification Form |
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View a Company's Prequalification Information |
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View the Change History of a Prequalification Form |
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View the Prequalification Company List |
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