Permissions

Conversations

Learn which user permissions are required to take the described actions in this tool.

Important icon Important

The Conversations tool does not have its own set of permissions to assign, and instead relies on users being part of a project's Directory and having access to items within that project.

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.

| | The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.

icon-mindtouch-table-check.png Users can take the action with this permission level.

icon-mindtouch-table-check-gp.png Users can take this action with this permission level AND one or more additional requirements, like granular permissions.

Action

None

Read Only

Standard

Admin

Notes

Add Items to a Message iOS Android

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You can only add items from the project that you have access to.

Create a Group in the Conversations Tool iOS Android

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By default, only Company Admins can create and manage groups for group conversations. However, the 'Create and Manage Groups' privilege can be enabled for internal employees, or everyone in the Company Directory. See Configure Access and Settings for the Conversations Tool.

Edit or Delete a Message in the Conversations Tool iOS Android

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Users can only edit and delete their own messages (within 5 minutes of sending, and if the feature is enabled).

Manage a Group in the Conversations Tool iOS Android

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By default, only Company Admins can create and manage groups for group conversations. However, the 'Create and Manage Groups' privilege can be enabled for internal employees, or everyone in the Company Directory. See Configure Access and Settings for the Conversations Tool.

Manage Push Notifications for the Conversations Tool iOS Android

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Mention a User in a Conversation iOS Android

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Users can only message or mention users who exist in the project's Directory, as well as Company Admins.

Send a Direct Message in the Conversations Tool iOS Android

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  • If Direct Messages are enabled for the account, anyone in the project's Directory (and Company Admins) can be messaged or mentioned.

  • If Direct Messages are only enabled for internal employees, only users marked as employees of the company can be messaged or mentioned. See How do I add someone as an employee of my company?

  • 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: A data export containing direct messages can be provided to Company Admins by Procore Support if needed.

Send a Group Message in the Conversations Tool iOS Android

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  • 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.

Send a Message Related to an Item iOS Android

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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).

View Messages in the Conversations Tool iOS Android

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Users can only hide a conversation from their own view.