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

 Important

Permissions to view all Insights are given by assigning permissions to the Project level Admin tool.

Insights Permissions

| | 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

Enable Company Insights Web

Check Green2

Enable Project Insights Web

Check Green2

Configure Insights Web

Check Green2

Customize Insights Web

Check Orange Simple

  • View Project 'Tool' Insights

Check Orange Simple

  • View Project 'Tool' Insights

Check Green2

  • Users with a granular permission enabled for the applicable tool can take this action.

View Company Budget Insights Web

Check Orange Simple

  • View Company Budget Insights

Check Green2

View Company RFI Insights Web

Check Orange Simple

  • View Company RFI Insights

Check Green2

View Company Daily Log Insights Web

Check Orange Simple

  • View Company Daily Log Insights

Check Green2

View Company Submittal Insights Web

Check Orange Simple

  • View Company Submittal Insights

Check Green2

View Company Observations Insights Web

Check Orange Simple

  • View Company Observation Insights

Check Green2

View Company Equipment Insights Web

Check Orange Simple

  • View Company Equipment Insights

Check Green2

View Company Inspection Insights Web

Check Orange Simple

  • View Company Inspection Insights

Check Green2

View Company Incident Insights Web

Check Orange Simple

  • View Company Incident Insights

View Project Insights Web

Check Orange Simple

  • View Project 'Tool' Insights

Check Orange Simple

  • View Project 'Tool' Insights

Check Green2

  • Users with a granular permission enabled for the applicable tool can take this action.