Permissions
Learn which user permissions are required to take the described actions in this tool.
ImportantSome actions that impact this tool are done in other Procore tools. See the User Permissions Matrix for the full list of actions taken in all other tools.
Some actions that impact this tool are done in other Procore tools. See the User Permissions Matrix for the full list of actions taken in all other tools.
Permissions
| | The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.
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.
What granular permissions are available for the project's Action Plans tool?
Action | None | Read Only | Standard | Admin | Notes |
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| You must also have permissions to view the item in the respective tool. | ||
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Approve an Action Plan to be Performed on Behalf of Another User Web iOS Android |
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Create an Action Plan Web |
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| The granular permission also allows users to add records, edit line item statuses, and edit item notes. | |
Create and Edit a Project Level Action Plan Template Web |
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Delete an Action Plan Web |
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| Users with the granular permissions can only take this action if they are the Assignee of the item or if they created the action plan. | ||
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| Users with the granular permissions can only take this action if they are the Assignee of the item or if they created the action plan. | ||
Edit an Action Plan Web |
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| To perform this action, the user must also have 'Read Only' or higher permissions within the Project Directory. | |
Configure Action Plans Notifications Web |
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Export an Action Plan Web |
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| This action involves many sub actions. See the required permissions for the following actions:
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Sign an Action Plan Item for Items Assigned to You Web iOS Android |
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Sign an Action Plan Item for Users within the Same Company Web iOS Android |
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| Users with the granular permissions can only take this action if they are the Assignee of the item or if they created the action plan. | ||
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Sign a Completed Action Plan for Another User within the Same Company Web iOS Android |
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