For the initial setup — creating Asset Types, building Fieldsets, defining status groups, and importing the hierarchy — users must have 'Admin' level permissions to the Company Admin tool.
Day-to-day asset record creation and updates use permissions for the Project and Company level Assets tool.
Required permissions to take each action in the Company level Assets tool are listed in the table below.
Learn which user permissions are required to take the described actions in this tool.
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.
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.
What granular permissions are available for the company Assets tool?
Action | None | Read Only | Standard | Admin | Notes |
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Add Attachments to Assets |
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Assign Assets to Projects |
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Assign Configurable Fieldsets to Asset Types |
| Users need 'Admin' level permissions to the Company level Admin tool to take this action. | |||
Assign Status Groups to Asset Types |
| Users need 'Admin' level permissions to the Company level Admin tool to take this action. | |||
Configure Asset Types |
| Users need 'Admin' level permissions to the Company level Admin tool to take this action. | |||
Configure Attachment Types for Assets |
| Users need 'Admin' level permissions to the Company level Admin tool to take this action. | |||
Configure Default Field Values for Asset Types |
| Users need 'Admin' level permissions to the Company level Admin tool to take this action. | |||
Configure Naming Convention for Assets |
| Users need 'Admin' level permissions to the Company level Admin tool to take this action. | |||
Configure Status Groups for Assets |
| Users need 'Admin' level permissions to the Company level Admin tool to take this action. | |||
Configure Your View |
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Create a Saved View |
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Create Assets |
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Delete a Saved View |
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Delete Asset Attachments |
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Delete Assets |
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Edit a Saved View |
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Edit Asset |
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Edit Asset Attachments |
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Edit Asset Statuses |
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Generate QR Codes for Assets |
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Import Assets |
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Link Related Items to Assets |
| Users must also have 'Read Only' level permissions or higher to the project level tool with the related item. | |||
Search and Filter Assets |
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Share a Saved View |
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Unlink Related Items to Assets |
| Users must also have 'Read Only' level permissions or higher to the project level tool with the related item. | |||
Update a Saved View |
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View Asset Attachments |
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View Assets |
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View Assets Change History |
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| To see details of related items in the Change History, users must also have 'Read Only' level permissions or higher to the project level tool with the related item. | |
View Related Items for Assets |
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| Users must also have 'Read Only' level permissions or higher to the project level tool with the related item. |