Permissions
ERP Integrations - User 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.
| | The action is available on Procore's Web, iOS, and/or Android application. Click to view the tutorial.
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.
ImportantSeveral available actions in the ERP Integrations tool also require Accounting Approver permissions. An Accounting Approver is a user with either 'Standard' or 'Admin' level permissions to the ERP Integrations tool who has been granted the 'Can Push to Accounting' privilege.
Not all ERP connectors support every action described below. To learn more about your connector's supported functions, see Things to Know About your ERP Integration.
Several available actions in the ERP Integrations tool also require Accounting Approver permissions. An Accounting Approver is a user with either 'Standard' or 'Admin' level permissions to the ERP Integrations tool who has been granted the 'Can Push to Accounting' privilege.
Not all ERP connectors support every action described below. To learn more about your connector's supported functions, see Things to Know About your ERP Integration.
Action | None | Read Only | Standard | Admin | Notes |
|---|---|---|---|---|---|
Accept or Reject Cost Codes for Export to ERP Web |
| ||||
Accept or Reject Owner Invoices for Export to ERP Web |
| ||||
Accept or Reject Subcontractor Invoices for Export to ERP Web |
| ||||
Accept or Reject a Budget for Export to ERP Web |
| ||||
Accept or Reject a CCO for Export to ERP Web |
| ||||
Accept or Reject a Commitment for Export to ERP Web |
| ||||
Accept or Reject a Company for Export to ERP Web |
| ||||
Accept or Reject a PCCO for Export to ERP Web |
| ||||
Accept or Reject a Project for Export to ERP Web |
| ||||
Accept or Reject a Sub Job for Export to ERP Web |
| ||||
Add a Procore Project to your ERP System Web |
|
| |||
Add an ERP Company to the Procore Company Directory Web |
|
| |||
Add an ERP Job to Procore Web |
| ||||
Archive an ERP Company in Procore Web |
|
| |||
Assign Default Cost Types To ERP Standard Cost Codes Web |
|
| |||
Configure Advanced Settings: ERP Integrations Web |
| ||||
Configure the Sync Schedule for your ERP Integration Web |
| ||||
Enable or Disable ERP Direct Exports Web |
| ||||
Import a Budget from ERP Web |
|
| |||
Import a Prime Contract from an Integrated ERP System into Procore Web |
|
| |||
Import an ERP Sub Job to a Procore Project Web |
|
| |||
Link ERP Companies to Procore Companies Web |
| ||||
Refresh the Companies List for ERP Web |
| ||||
Refresh the Cost Codes on an ERP Integrated Project Web |
| ||||
Send, Retrieve, or Resend Items to ERP Integrations for Accounting Acceptance Web |
| ||||
Sync Job Cost Transactions from an Integrated ERP into Procore Web |
| ||||
Sync Paid Invoice Notifications from ERP into Procore Web |
| ||||
Unlink CCOs Synced with ERP Web |
|
| |||
Unlink Commitments Synced with ERP Web |
|
| |||
Unlink Owner Invoices Synced with ERP Web |
|
| |||
Unlink PCCOs Synced with ERP Web |
|
| |||
Unlink Subcontractor Invoices Synced with ERP Web |
|
| |||
Unlink a Company Synced with ERP Web |
|
| |||
View a List of Synced Sub Jobs |
|
| Also requires 'Admin' level permissions to the Company level Directory tool, or 'Standard' level permissions with the 'Create New Project' granular permission. | ||
View an Accountant Report for ERP Web |
| ||||
View an ERP Job Costs Report Web |
| 'Admin' level permissions to the ERP Integrations tool allows users to view this report at the Company level. To view at the Project level, users also require:
| |||
View an ERP Unsyncable Direct Costs Report Web | Users do NOT require permissions to the ERP Integrations tool to view this report. They do require:
| ||||
View the Archived Companies List for ERP Web |
|
|