Permissions
Company report permissions are separated into Single Tool Reports and 360 Reports sections. Or see project level permissions.
Single Tool Reports
The following table highlights which user permissions are required to perform the described user action.
Task | None | Read Only | Standard | Admin |
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1 This task can only be completed by the report's creator.
2 Report-specific permissions may apply.
3 This task can be completed by users with access to the report as its creator or a viewer (if shared).
4 This task can only be completed by the creator of a report's visuals.
5 The Company Level Open Submittals Report must be enabled on the backend by Procore.
6 This task can only be completed by the dashboard's creator.
360 Reports
Task | None | Read Only | Standard | Company Admin |
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View a Report |
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Create a Report |
1 | |||
Edit a Report |
1 | |||
Delete a Report |
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Share a Report |
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Export a Report |
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Distribute a Report |
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Copy a Report |
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1 Super Private Correspondence records are not available in 360 Reports.
In addition, Depending on the field group, users may need additional permissions at the company level in order to access the reportable data from within the Project level 360 Reporting tool. The table below shows the permissions required on the source tool to access the reportable data.
Field Group | Source Tool | None | Read Only | Standard | Company Admin |
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Company Folder/Document 1 | Company Admin |
1 |
1 Requires Company Directory Admin permissions in the Company Admin tool.