Permissões
Saiba quais são as permissões de usuário necessárias para executar as ações descritas nesta ferramenta.
Importante
Some actions that impact this tool are done in other Procore tools.
Permissions
| | A ação está disponível no aplicativo do Procore para Web, iOS e/ou Android. Clique para visualizar o artigo.
Os usuários podem executar a ação com esse nível de permissão.
Os usuários podem executar essa ação com esse nível de permissão E um ou mais requisitos adicionais, como permissões granulares.
Portfolio Tutorials | None | Read Only | Standard | Admin | Notes |
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Add Favorites to the Company Tools Menu |
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Add Filters to the Portfolio Views |
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Add Project Notes |
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Apply a Project Template to a New Project |
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Change Your Password |
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Configure a Project Template |
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Configure Advanced Settings: Portfolio |
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Create a New Project |
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Export a List of Projects from the Company Portfolio |
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Export Your 'My Open Items' List for a Company Account |
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Revoke Access for Connected Apps |
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Search the Company Portfolio for Projects |
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Set the Dashboard View Permissions |
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Set Up and Manage Your Favorites |
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Set User Permissions for the Portfolio Tool |
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Show Projects on Google Maps from the Portfolio Tool |
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Switch Between Financial Project Views |
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Switch Between the Portfolio Views |
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Upload Your Avatar or Profile Photo to Procore |
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View Inactive Projects |
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| Only users who were added to the Project level Directory for one or more inactive projects can view those inactive projects in the company's Portfolio tool. | |
View My Open Items in the Portfolio Tool |
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View the Health Dashboard in the Portfolio Tool |
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