Correspondence
Learn which user permissions are required to take the described actions in this tool.
Important
Some actions that impact this tool are done in other Procore tools.
Permissions
| | 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 project's Correspondence tool?
Correspondence Tutorials | None | Read Only | Standard | Admin | Notes |
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Add a Related Item to a Correspondence Item You Created |
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Add a Related Item to Any Correspondence Item |
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Archive a Correspondence Item |
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Change the Status of a 'Draft' Correspondence Item You Created |
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Change the Status of an 'Open' Correspondence Item You Created |
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Change the Status of a Correspondence Item Someone Else Created |
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Complete a Correspondence Item with DocuSign® |
| Admin permissions needed on the correspondence type for which you want to initiate, download, or withdraw a DocuSign®. | |||
Configure Advanced Settings: Correspondence |
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Create a Correspondence Item |
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Create and Link a New Correspondence Item from a Correspondence Response |
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| These are the permission levels needed on the correspondence type used to create the new item. | |
Create and Link an RFI to an Existing Correspondence Item |
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| User's also need one of the following permissions to the project's RFI tool.
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Create and Link a Change Event to an Existing Correspondence Item |
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| Users also need 'Standard' level permissions or higher to the project's Change Events tool. | |
Create and Link a Correspondence Item to an Existing Correspondence Item |
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| Users also need one of the following permissions to the new item's correspondence type:
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Customize the Column Display in the Correspondence Tool |
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Edit a 'Draft' Correspondence Item You Created |
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Edit a 'Open' Correspondence Item You Created |
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Edit a Correspondence Item Someone Else Created |
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Export a Correspondence Item |
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| User needs access to a correspondence item for this task. See View a Correspondence Item. | |
Export a List of Correspondence Items |
(Excludes correspondences marked as Private) |
(Excludes correspondences marked as Private) |
| Learn about Super Private to explore more restrictions on Admin level permissions. | |
Generate a QR Code for a Correspondence Item |
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| User needs access to a correspondence item for this task. | |
Link a Correspondence Item on your Personal Layer on a Drawing |
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| Users also need 'Read Only' level permissions or higher on the project's Drawings tool. | |
Link a Correspondence Item and Publish the Markups to the Drawing |
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| Users also need 'Standard' level permissions or higher to the project's Drawings tool. | |
Perform Bulk Actions on Correspondence Items |
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Respond to a Correspondence Item You Are On |
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| Users with the granular permission must also be the item's Creator, Assignee, Received From, or a Distribution Member. | |
Respond to a Correspondence Item Accessible to Users Within Your Company |
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| For users with the granular permission, the item's Creator, Assignee, Received From, or Distribution Member must be a user from your company. | |
Respond to Any Correspondence Item |
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Scan a Correspondence Item QR Code |
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| User needs access to the correspondence item for this task. | |
Search, Sort, and Filter Correspondences |
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| Users can perform these actions for each correspondence type they have 'Read Only' level permissions or higher for. | |
View a Correspondence Item (Not Draft, Not Private) |
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View a 'Draft' Correspondence Item |
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| Users must also be the Creator of the item. | |
View a Private Correspondence Item (Not Draft, Super Private Disabled) |
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| 'Read Only' and 'Standard' users must also be the item's Creator, Assignee, Received From, or a Distribution Member. | |
View a Private Correspondence Item (Not Draft, Super Private Enabled) |
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View a Private Correspondence Item Accessible to Users Within Your Company (Super Private Disabled) |
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| For users with the granular permission, the item's Creator, Assignee, Received From, or Distribution Member must be a user from your company. | |
View a Private Correspondence Item Accessible to Users Within Your Company (Super Private Enabled) |
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| The item's Creator, Assignee, Received From, or Distribution Member must be a user from your company. |
Company Level
Admin Tool
The following table highlights which user permissions are required to perform the described user action.
Task | None | Read Only | Standard | Admin | Notes |
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Apply Configurable Fieldsets to Projects |
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Create New Custom Fields |
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Create New Configurable Fieldsets |
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Create a New Correspondence Type |
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Edit a Correspondence Type |
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Edit Custom Fields |
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Edit Configurable Fieldsets |
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Remove Configurable Fieldsets from Projects |
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