Adjust Permissions
Things to Consider
Permission settings for Correspondence are template-based (usually according to Role), and are handled in the company's Permissions tool.
Each Correspondence Type gets its own set of permissions, just like any other Procore tool. Permission settings include None, Read Only, Standard, Admin, and granular permissions.
Steps
Navigate to the company's Permissions tool.
Click the Project Permissions Templates tab.
Click Actions next to the template you want to grant granular permissions for and select Edit Template.
Scroll to the 'Correspondence Types & Custom Tools' section.
Select the button in the None, Read Only, Standard, or Admin column on the row for each correspondence type.
Click the angle bracket > icon to open or close the granular permissions menu for each correspondence type.
Note: This icon only displays when the button for Read Only or Standard is selected.Mark the 'Turn ALL ON' checkbox to enable all of the Correspondence tool's granular permissions on the permissions template.
Note: This checkbox name changes to 'Turn ALL OFF' if all of the Correspondence tool's granular permissions are enabled.
OR
Mark the checkbox for each granular permission you want to enable on the permissions template.
ImportantGranular permissions for the project's Correspondence tool can be granted for each of your company's correspondence types individually, rather than a tool-wide basis. For information about creating correspondence types, see Create a New Correspondence Type.
Granular permissions for the project's Correspondence tool can be granted for each of your company's correspondence types individually, rather than a tool-wide basis. For information about creating correspondence types, see Create a New Correspondence Type.
Granular Permission Name | Granular Permission Description |
|---|---|
Create Item | Grants users the privilege to create a correspondence item. Note: Since users with 'Standard' level permissions on a correspondence type can create correspondence items, the 'Create Item' granular permission cannot be unchecked while 'Standard' is selected for the correspondence type on the permissions template. |
Respond to Items They Are On | Grants users the privilege to respond to correspondence items that they are added to the item's 'Assignee' field, 'Received From' field, or 'Distribution' list. Note: Since users with 'Standard' level permissions on a correspondence type can respond to correspondence items they are on, the 'Respond to Items They Are On' granular permission cannot be unchecked while 'Standard' is selected for the correspondence type on the permissions template. |
Edit Open Items They Created | Grants users the privilege to edit 'Open' correspondence items that they created. Note: Since users with 'Standard' level permissions on a correspondence type can edit 'Open' correspondence items they created, the 'Edit Open Items They Created' granular permission cannot be unchecked while 'Standard' is selected for the correspondence type on the permissions template. Important: This granular permission is not available for accounts with the 'non-editable" setting turned on at the company level. |
Respond to Items Accessible to Users within Same Company | Grants users the privilege to respond to correspondence items that are accessible to another user within their same company. Users with this granular permission cannot view 'Private' correspondence items unless they have also been granted the 'View Private Items Accessible to Users within Same Company' granular permission. |
View Private Items Accessible to Users within Same Company | Grants users the privilege to view 'Private' correspondence items that are accessible to another user within their same company. |
Click Save.