Permission Considerations
Access to the Conversations tool is configured by a Company Admin of the Procore account. See Configure Access and Settings for the Conversations Tool.
Project users can have conversations with any other users in the project's Directory, and on items that they have access to. See How do permissions work for the Conversations tool?
The following considerations exist:
Direct Messages:
If Direct Messages are enabled for any user, anyone in the project's Directory (and Company Admins) can start private conversations.
If Direct Messages are enabled only for internal employees, only users marked as internal employees can start private conversations.
Direct messages are private and can only be seen by the individuals in the message. Admin users cannot view direct messages that they are not a part of.
Note: If you are a Company Admin and need a copy of all Conversations data in the account, a JSON text file can be provided. Please contact Procore Support and include the dates that you want data exported from.
Group Conversations:
By default, only Admins can create and manage groups. However, you can choose to grant the 'Create and Manage Groups' privilege to internal employees or all users. See Configure Access and Settings for the Conversations Tool.
Anyone in the project's Directory (and Company Admins) can be messaged or mentioned in a group.
Messages within a group conversation can only be seen by members of that group.
Item Conversations:
Conversations for specific items in a project can only be viewed and participated in by users with access to the item in Procore ('Read Only' or higher permissions to the item's tool, and appropriate access if an item is marked as Private).
All conversations:
Users can only message or mention users who exist in the project's Directory, as well as Company Admins.
Users can only edit and delete their own messages (within five (5) minutes of sending, and if the feature is enabled).
Users can only hide a conversation from their own view.