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Procore

Permissions

Contract Room

The following table highlights which user permissions are required to perform the described user action.

Task 'Vendor' (Project) 'Limited' (Project) 'Full Access' (Project) 'Building Admin' 'Company Admin'
Add a Change Order in Portfolio Financials icon-mindtouch-table-check2.png icon-mindtouch-table-check2.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Add an Invoice in Portfolio Financials icon-mindtouch-table-check2.png icon-mindtouch-table-check2.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Add Non-Contract Invoices in Portfolio Financials     icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Add Owner Team Contacts to the Contract Room in Portfolio Financials     icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Add Vendor Team Contacts to the Contract Room in Portfolio Financials icon-mindtouch-table-check2.png icon-mindtouch-table-check2.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Adjust Retainage by Line Item in Portfolio Financials icon-mindtouch-table-check2.png icon-mindtouch-table-check2.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Approve or Reject a Change Order in Portfolio Financials   icon-mindtouch-table-check2.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Approve or Reject an Invoice in Portfolio Financials     icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create a Contract Room in Portfolio Financials     icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Delete an Invoice in Portfolio Financials   icon-mindtouch-table-check2.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Download a Schedule of Values PDF for a Contract in Portfolio Financials   icon-mindtouch-table-check2.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Download Contract Documents in Portfolio Financials   icon-mindtouch-table-check2.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Edit a Change Order in Portfolio Financials icon-mindtouch-table-check2.png icon-mindtouch-table-check2.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Edit a Contract in Portfolio Financials   icon-mindtouch-table-check2.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Edit an Invoice in Portfolio Financials icon-mindtouch-table-check2.png icon-mindtouch-table-check2.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Enable Cost Breakdown for a Contract in Portfolio Financials   icon-mindtouch-table-check2.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Export a Contract in Portfolio Financials icon-mindtouch-table-check2.png icon-mindtouch-table-check2.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Remove a Team Contact from the Contract Room in Portfolio Financials icon-mindtouch-table-check2.png icon-mindtouch-table-check2.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Send an Invoice to Accounts Payable in Portfolio Financials   icon-mindtouch-table-check2.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Send Messages from the Contract Room in Portfolio Financials icon-mindtouch-table-check2.png icon-mindtouch-table-check2.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Set Retainage for a Contract in Portfolio Financials   icon-mindtouch-table-check2.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Share a Contract in Portfolio Financials   icon-mindtouch-table-check2.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Undo the Rejection of an Invoice in Portfolio Financials   icon-mindtouch-table-check2.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Unshare a Contract in Portfolio Financials   icon-mindtouch-table-check2.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View the Contract Room in Portfolio Financials icon-mindtouch-table-check2.png icon-mindtouch-table-check2.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png