Permissions
Beta: Limited Access Permissions
Currently, only Admin permissions are available. 'Read-Only' and 'Standard' permission levels are coming soon.
Learn which user permissions are required to take the described actions in this tool.
| | The action is available on Procore's Web, iOS, and/or Android application.
Users can take the action with this permission level.
Users can take this action with this permission level AND one or more additional requirements, like granular permissions.
Tutorials | None | Read Only | Standard | Admin | Notes |
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Add 2D Overlay to the 3D Model |
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Add Model Files to the Federated Project Model |
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| You must first Upload Model Files to Procore. |
Add Project Views to the Landing Page |
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Add Section Planes |
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Add Viewpoints to the Federated Project Model |
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Adjust Object & Layer Visibility |
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Bulk Create Assets from a 3D Model File Using the Assets Tool |
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| Requires 'Standard' level permissions or higher on the Assets tool. |
Calculate Surface-to-Edge Distance with the Laser Tool |
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| Not supported in the Assets tool's Next-Gen Viewer |
Configure Model Manager Settings |
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Configure Tables Settings for Model Files |
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Create a Federated Project Model |
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Delete a 2D View |
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Delete Viewpoints |
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Elevate Viewpoints to Project Views |
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Enable 2D Navigation |
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Enable Model Manager on a Procore Project |
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| You need permissions to Add and Remove Project Tools in Project Admin. |
Explore the Core Next-Gen Viewer in |
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| Access to the core viewer in the Documents, Document Management and Assets tools are governed by your permission level on those tools. |
Federate a New Project Model |
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Filter 2D Sheets |
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Find a Linked or Pinned Item in a Federated Project Model |
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Get Precise Spot Coordinates (X, Y, Z) with the Coordinates Tool |
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| Not supported in the Assets tool's Next-Gen Viewer |
Hide Objects |
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Import Viewpoints |
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| 'Read Only' and 'Standard' users can view the imported viewpoints. |
Inspect a Model with the Object Tree |
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Isolate Objects |
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Keyboard Shortcuts |
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| You need sufficient permissions to access the features that utilize shortcuts. |
Link Objects in a 3D Model to Items |
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| Additional required permissions are inherited directly from your permissions in the specific tool you are connecting to. If you don't have permission to a tool, it will not appear as an option in the Items panel. |
Manage Tool Modes in the Viewer |
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Manage User Access with a Project Permissions Template |
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| You need permissions to Edit a Project Permissions Template in Company Permissions. |
Navigate 3D Models in Default Mode |
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Navigate the 3D Model with the 2D Minimap |
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Navigate the Next-Gen Viewer in the Model Manager |
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Open 2D Sheets in Your Document Repository from Model Manager |
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| You must also have sufficient permission in the project's chosen document repository. |
Open Model Files |
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Open the Federated Project Model |
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Orbit 3D Models to Inspect Project Designs |
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Organize Viewpoints in Folders |
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Optimize Google Chrome for the Model Viewer |
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| Requires Administrator permissions on your Windows® computer |
Perform Bulk Actions on 2D Sheets |
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Pin Connected Items in 3D Models |
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| Additional required permissions are inherited directly from your permissions in the specific tool you are connecting to. If you don't have permission to a tool, it will not appear as an option in the Items panel. |
Pin Project Views iOS Android |
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Remove a Linked or Pinned Item |
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| Additional required permissions are inherited directly from your permissions in the specific tool you are connecting to. If you don't have permission to a tool, it will not appear as an option in the Items panel. |
Remove Model Files from a Federated Project Model |
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Remove Project Views |
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Remove Viewpoints from Project Views |
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Rename Viewpoints |
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Reset a Model View to the Home Default |
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Search for Project Views |
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Set Up and Manage Viewer Performance |
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Select Similar Objects |
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Share Project Views |
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Switch Projection Modes in the Viewer |
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Toggle Render Modes ON and OFF |
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Toggle Status View |
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Update a File Version in a Federated Project Model |
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Update Viewpoints |
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Upload 2D Sheets for Drawing Overlay |
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| Requires 'Admin' on the Drawings tool or 'Read Only' or 'Standard' with the 'Upload Drawings' or 'Upload and Review Drawings' granular permission enabled on your project permissions template |
Upload Files & Folders to Documents |
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| Requires 'Standard' or 'Admin' on the Documents Tool |
Upload Model Files to Document Managment |
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Use the Context Menu in the Next-Gen Viewer |
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Use the Left Toolbar |
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| Full functionality is supported in the Model Manager (Beta). Only core functionality is supported in Documents, Document Management, and Assets. |
Use the Navigation Sphere |
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Use the Navigation Toolbar |
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Use the Right Toolbar |
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| Full functionality is supported in the Model Manager (Beta). Only core functionality is supported in Documents, Document Management, and Assets. |
Verify Dimensions & Spatial Relationships with the Point to Point Tool |
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| Not supported in the Assets tool's Next-Gen Viewer |
View Properties |
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Walk Through 3D Models |
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Zoom to Selection |
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