What granular permissions are available for Incidents Workflows?

Background

In Procore, the term granular permissions refers to task-based privileges that can be granted to users with 'Read Only' or 'Standard' level permissions on certain tools through the users' assigned Permissions Template. The table below shows the granular permissions that are available for Incidents Workflows.

Answer

Granular Permission Name

Granular Permission Description

View workflow templates as an assignee

Grants users the privilege to view the template of an incident with a custom workflow when they are an assignee.

View complete workflow history

Grants users the privilege of viewing a custom workflow's entire history for an incident.

View previous step history only

Grants users the privilege of viewing an incident workflow's previous step when they are a participant in the workflow.

Can act as a workflow manager

Grants users the privilege of acting as a workflow manager for commitments on the project.

Restart Workflows

Grants users the privilege to restart a custom workflow on an incident.

Add Assignees to Step

Grants users the privilege to add additional assignees to a specific step in an incident workflow.

Override Step

Grants users the privilege to override a current step within an incident workflow.

Move Workflow to Prior Step

Grants users the privilege to revert an incident workflow back to a previous step.

Create and Edit Item Level Workflows

Grants users the privilege to create and modify custom workflows at the individual incident item level.

Edit Item Level Workflow Assignees Only

Grants users the privilege to only modify the assignees on an item-level incident workflow.

Manage Item Level Responders Within Assigned Roles Only

Grants users the privilege to manage responders for incident workflows restricted only to their assigned roles.

Manage Workflow Notifications at the Item Level

Grants users the privilege to manage notification settings for workflows on specific incident items.

Remove Self from Step

Grants users the privilege to remove themselves as an assignee from an active step in an incident workflow.

Forward Step Response

Grants users the privilege to forward their workflow step response to another user.

Configure company-created workflow templates

Grants users the privilege of configuring company-created workflow templates for incidents on the project.

See Also

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