Permissions

Meetings - User Permissions

Meetings

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

Important icon Important

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.

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.

What granular permissions are available for the Project level Meetings tool?

Action

None

Read Only

Standard

Admin

Notes

Add a Comment to a Meeting Item Web

check-orange-simple.png

  • Add Comments to Meeting

icon-mindtouch-table-check.png

icon-mindtouch-table-check.png

Add a Meeting Category Web

check-orange-simple.png

  • Manage Meeting Categories

check-orange-simple.png

  • Manage Meeting Categories

icon-mindtouch-table-check.png

Add a Meeting Item Web iOS Android

check-orange-simple.png

  • Manage Meeting Items

check-orange-simple.png

  • Manage Meeting items

icon-mindtouch-table-check.png

Add a Meeting To Your Personal Calendar Web

icon-mindtouch-table-check.png

icon-mindtouch-table-check.png

icon-mindtouch-table-check.png

Add a Related Item to a Meeting Web

check-orange-simple.png

  • Manage Related Items for Meetings

check-orange-simple.png

  • Manage Related Items for Meetings

icon-mindtouch-table-check.png

Add Meeting Minutes Web iOS Android

check-orange-simple.png

  • Manage Meeting Items

check-orange-simple.png

  • Manage Meeting items

icon-mindtouch-table-check.png

Configure Advanced Settings: Meetings Web

icon-mindtouch-table-check.png

Convert a Meeting from Agenda to Minutes Mode Web iOS Android

check-orange-simple.png

  • Update Meeting

check-orange-simple.png

  • Update Meeting

icon-mindtouch-table-check.png

Create a Follow-up Meeting Web

icon-mindtouch-table-check.png

Create a Meeting Web iOS Android

check-orange-simple.png

  • Create Meeting

check-orange-simple.png

  • Create Meeting

icon-mindtouch-table-check.png

Delete Any Meeting Comment Web

icon-mindtouch-table-check.png

Delete Own Meeting Comment Web

check-orange-simple.png

  • Delete Own Comment on a Meeting

icon-mindtouch-table-check.png

icon-mindtouch-table-check.png

Create a Meeting from a Template Web

check-orange-simple.png

  • Create Meeting

check-orange-simple.png

  • Create Meeting

icon-mindtouch-table-check.png

Delete a Meeting Web

icon-mindtouch-table-check.png

Delete a Meeting Category Web

check-orange-simple.png

  • Manage Meeting Categories

check-orange-simple.png

  • Manage Meeting Categories

icon-mindtouch-table-check.png

Delete a Meeting Item Web

check-orange-simple.png

  • Manage Related Items for Meetings

check-orange-simple.png

  • Manage Related Items for Meetings

icon-mindtouch-table-check.png

Distribute a Meeting Agenda Web

check-orange-simple.png

  • Distribute Meeting

check-orange-simple.png

  • Distribute Meeting

icon-mindtouch-table-check.png

Distribute and Redistribute Meeting Minutes Web

check-orange-simple.png

  • Distribute Meeting

check-orange-simple.png

  • Distribute Meeting

icon-mindtouch-table-check.png

Edit a Meeting Web iOS Android

check-orange-simple.png

  • Update Meeting

check-orange-simple.png

  • Update Meeting

icon-mindtouch-table-check.png

Edit a Meeting Item Web iOS Android

check-orange-simple.png

  • Manage Meeting Items

check-orange-simple.png

  • Manage Meeting Items

icon-mindtouch-table-check.png

Export a Meeting as a PDF Web

icon-mindtouch-table-check.png

icon-mindtouch-table-check.png

icon-mindtouch-table-check.png

Forward a Meeting by Email Web

check-orange-simple.png

  • Email Meeting

check-orange-simple.png

  • Email Meeting

icon-mindtouch-table-check.png

Initiate an Email Communication Thread for a Meeting Web

icon-mindtouch-table-check.png

icon-mindtouch-table-check.png

icon-mindtouch-table-check.png

Any person (even non-Procore users) with the email address for the meeting can initiate a communication thread.

Record Meeting Attendance Web iOS Android

icon-mindtouch-table-check.png

Reorder Meeting Categories Web

check-orange-simple.png

  • Manage Meeting Categories

check-orange-simple.png

  • Manage Meeting Categories

icon-mindtouch-table-check.png

Reorder Meeting Items Web

check-orange-simple.png

  • Manage Meeting Items

check-orange-simple.png

  • Manage Meeting Items

icon-mindtouch-table-check.png

Search for a Meeting Web iOS Android

icon-mindtouch-table-check.png

icon-mindtouch-table-check.png

icon-mindtouch-table-check.png

Star Previous Minutes Web

icon-mindtouch-table-check.png

View a Meeting Web iOS Android

icon-mindtouch-table-check.png

icon-mindtouch-table-check.png

icon-mindtouch-table-check.png

View Previous Minutes Web

icon-mindtouch-table-check.png

icon-mindtouch-table-check.png

icon-mindtouch-table-check.png

View the Change History of a Meeting Web

icon-mindtouch-table-check.png