Permissions

Learn which user permissions are required to take the described actions in this tool.

 Important

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.

Icon Mindtouch Table Check Users can take the action with this permission level.

Icon Mindtouch Table Check Gp Users can take this action with this permission level AND one or more additional requirements, like granular permissions.

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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Create a Receipt
Web

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Create a Shipment
Web

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Create a Defect
Web

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Delete a Receipt
Web

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Delete a Shipment
Web

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Edit a Receipt
Web

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Edit a Shipment
Web

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Finalize a Receipt (With Project Financials)
Web

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  • 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

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Resolve a Defect
Web

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Search and Filter the Materials Tool
Web

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Set Stock Limits
Web

View Receipt Details
Web

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View Shipment Details
Web

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View Defect Details
Web

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