Prequalifications
了解执行此工具中描述的操作需要哪些用户权限。
重要提示
Some actions that impact this tool are done in other Procore tools.
| | 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.
要邀请用户参与资格预审,需要将用户添加到公司级别目录中。一旦他们受邀参与资格预审,将自动获得资格预审门户工具的"只读"权限。
Action | None | Read Only | Standard | Admin | Notes |
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Add a Comment on a Prequalification Form |
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| Users with 'Standard' level permissions cannot view response data for the Financials category. | ||
Assign a Prequalification Primary Contact |
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Bulk Invite Companies to Prequalify |
| Users must also have 'Standard' level permissions or higher to the Company Directory tool. | |||
Configure Advanced Settings: Prequalifications |
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Create a Change Request for a Prequalification Form |
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Create a Custom Prequalification Question |
| Users must also have 'Admin' level permissions to the Company Admin tool. | |||
Customize the Column Display in the Prequalification Tool |
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Delete a Comment You Created on a Prequalification Form |
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Delete any Comment on a Prequalification Form |
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Edit a Custom Prequalification Question |
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Edit the Prequalification Form |
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Filter Prequalification Forms |
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Invite a Company to Prequalify |
| Users must also have 'Standard' level permissions or higher to the Company Directory tool. | |||
Preview the Prequalification Form |
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Review a Submitted Prequalification Form |
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| Users with 'Standard' level permissions cannot view response data for the Financials category. | ||
Set the Status on a Prequalification Form |
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View a Comment on a Prequalification Form |
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View a Company's Prequalification Information |
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View the Change History of a Prequalification Form |
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View the Prequalification Company List |
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