Permissions
Learn which user permissions are required to take the described actions in this tool.
Bid Board
Show/Hide Permissions
Limited Release
Free Procore accounts are currently only available in the United States and Canada.
How do permissions work for free Procore accounts?
Action | None | Member | Team Administrator | System Administrator | Notes |
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Add an Estimate |
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Add Takeoffs |
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Apply a Template in the Bid Board Tool |
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Configure Columns for an Estimate |
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| Configure Columns for an Estimate Web | |
Configure Settings for an Estimate in the Estimating Tab |
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Copy a Takeoff Group |
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Copy Takeoff Layers |
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Create a Project in the Bid Board |
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Delete a Takeoff Group |
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Delete Takeoff Layers |
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Delete a Project on the Bid Board |
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Edit Project Stages on the Bid Board |
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Edit an Estimate |
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Expand or Collapse Takeoff Groups |
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Export a Bid Proposal |
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Export an Estimate |
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Export the Bid Board List View |
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Generate Bid Estimates |
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Lock and Unlock Takeoff Layers |
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Manage Bids from the Bid Board |
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Move a Takeoff Layer to a New Group |
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Rename a Takeoff Group |
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Respond to a Bid from the Bid Board |
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Set a Bid Board Project as a Template |
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Set the Drawing Scale for Takeoffs |
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Show or Hide Takeoff Layers |
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Submit a Bid Proposal |
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| Users also must be designated as a Bid Contact. | |
Upload Documents to a Bid Board Project |
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View an Estimate |
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View Bid Board Projects |
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General Account Management
Show/Hide Permissions
| | The action is available on Procore's Web, iOS, and/or Android application. Click to view the tutorial.
Users can take the action with this permission level.
How do permissions work for free Procore accounts?
Action | None | Member | Team Administrator | System Administrator | Notes |
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Accept or Deny a User's Request to Join Your Free Procore Company Account Web |
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Cancel Premium Estimating Subscription Web |
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Edit Your Company Information for the Procore Construction Network Web |
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Edit Your Personal Information Web |
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Edit Your Company's Profile Visibility for the Procore Construction Network Web |
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Log in to your Free Procore Account Web |
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Navigate to a Company Web |
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Navigate to a Project Web |
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View Projects Web |
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