Correspondence
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。
Important
Some actions that impact this tool are done in other Procore tools.
Permissions
||このアクションは、Procore のウェブ、iOS、Android アプリケーションで利用できます。クリックすると記事が表示されます。
ユーザーは、この権限レベルでアクションを実行できます。
ユーザーは、この権限レベルと、 アクセス権限などの 1 つ以上の追加要件を使用して、このアクションを実行できます。
What granular permissions are available for the project's Correspondence tool?
Correspondence Tutorials | None | Read Only | Standard | Admin | Notes |
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Add a Related Item to a Correspondence Item You Created |
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Add a Related Item to Any Correspondence Item |
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Archive a Correspondence Item |
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Change the Status of a 'Draft' Correspondence Item You Created |
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Change the Status of an 'Open' Correspondence Item You Created |
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Change the Status of a Correspondence Item Someone Else Created |
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Complete a Correspondence Item with DocuSign® |
| Admin permissions needed on the correspondence type for which you want to initiate, download, or withdraw a DocuSign®. | |||
Configure Advanced Settings: Correspondence |
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Create a Correspondence Item |
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Create and Link a New Correspondence Item from a Correspondence Response |
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| These are the permission levels needed on the correspondence type used to create the new item. | |
Create and Link an RFI to an Existing Correspondence Item |
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| User's also need one of the following permissions to the project's RFI tool.
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Create and Link a Change Event to an Existing Correspondence Item |
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| Users also need 'Standard' level permissions or higher to the project's Change Events tool. | |
Create and Link a Correspondence Item to an Existing Correspondence Item |
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| Users also need one of the following permissions to the new item's correspondence type:
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Customize the Column Display in the Correspondence Tool |
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Edit a 'Draft' Correspondence Item You Created |
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| Permissions are needed for each correspondence type. | |
Edit a 'Open' Correspondence Item You Created |
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Edit a Correspondence Item Someone Else Created |
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Export a Correspondence Item |
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| User needs access to a correspondence item for this task. See View a Correspondence Item. | |
Export a List of Correspondence Items |
(Excludes correspondences marked as Private) |
(Excludes correspondences marked as Private) |
| Learn about Super Private to explore more restrictions on Admin level permissions. | |
Generate a QR Code for a Correspondence Item |
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| User needs access to a correspondence item for this task. | |
Link a Correspondence Item on your Personal Layer on a Drawing |
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| Users also need 'Read Only' level permissions or higher on the project's Drawings tool. | |
Link a Correspondence Item and Publish the Markups to the Drawing |
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| Users also need 'Standard' level permissions or higher to the project's Drawings tool. | |
Perform Bulk Actions on Correspondence Items |
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Respond to a Correspondence Item You Are On |
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| Users with the granular permission must also be the item's Creator, Assignee, Received From, or a Distribution Member. | |
Respond to a Correspondence Item Accessible to Users Within Your Company |
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| For users with the granular permission, the item's Creator, Assignee, Received From, or Distribution Member must be a user from your company. | |
Respond to Any Correspondence Item |
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Scan a Correspondence Item QR Code |
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| User needs access to the correspondence item for this task. | |
Search, Sort, and Filter Correspondences |
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| Users can perform these actions for each correspondence type they have 'Read Only' level permissions or higher for. | |
View a Correspondence Item (Not Draft, Not Private) |
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View a 'Draft' Correspondence Item |
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| Users must also be the Creator of the item. | |
View a Private Correspondence Item (Not Draft, Super Private Disabled) |
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| 'Read Only' and 'Standard' users must also be the item's Creator, Assignee, Received From, or a Distribution Member. | |
View a Private Correspondence Item (Not Draft, Super Private Enabled) |
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View a Private Correspondence Item Accessible to Users Within Your Company (Super Private Disabled) |
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| For users with the granular permission, the item's Creator, Assignee, Received From, or Distribution Member must be a user from your company. | |
View a Private Correspondence Item Accessible to Users Within Your Company (Super Private Enabled) |
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| The item's Creator, Assignee, Received From, or Distribution Member must be a user from your company. |
Company Level
Admin Tool
The following table highlights which user permissions are required to perform the described user action.
Task | None | Read Only | Standard | Admin | Notes |
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Apply Configurable Fieldsets to Projects |
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Create New Custom Fields |
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Create New Configurable Fieldsets |
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Create a New Correspondence Type |
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Edit a Correspondence Type |
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Edit Custom Fields |
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Edit Configurable Fieldsets |
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Remove Configurable Fieldsets from Projects |
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