Permissions

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

 Important

Some actions that impact the Connection Manager tool are performed in other Procore tools. All permissions listed refer to the Connection Manager unless stated otherwise.

| | 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

Approve or Reject Project Connection Request

Web

Check Green2

Configure Advanced Settings

Web

Check Green2

Disconnect a Connected Project

Web

Check Green2

Distribute a Submittal

Web

Check Orange Simple

Users must have the following permissions to the Submittals tool:

  • 'Admin'

Initiate a Request to Connect Projects

Web

Check Green2

Quick Undo a Connected Project

Web

Check Green2

View External Submittals on a Downstream Project

Web

Check Orange Simple

Users must have one of the following permissions to the Submittals tool:

  • 'Admin'

  • 'Read Only' or 'Standard' level permissions with the ‘View External Items’ granular permission for Submittals.

View Project Connections

Web

Check Green2

Check Green2

Check Green2

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