Permissions
Learn which user permissions are required to take the described actions in this tool.
ImportantPermissions to view all Insights are given by assigning permissions to the Project level Admin tool.
Permissions to view all Insights are given by assigning permissions to the Project level Admin tool.
Insights 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.
Action | None | Read Only | Standard | Admin | Notes |
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View Company Insights Web |
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View Project Insights Web |
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Configure Insights Web |
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Insights pilot Permissions
Action | None | Read Only | Standard | Admin | Notes |
|---|---|---|---|---|---|
Opt-in to the Procore Insights pilot (Company level) Web |
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View general conditions insights on account home (Company level) Web |
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View general conditions insights on project home and budget (Company and Project levels) Web |
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View general conditions insights (Company and Project levels) Web |
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Change permission settings on insights (Company level) Web |
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Dismiss insights card (Company and Project levels) Web |
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View RFI insights on account home (Company level) Web |
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View RFI insights on project home (Company and Project level) Web |
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View RFI insights (Company and Project level) Web |
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