Permissions Matrix

Incidents

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.

Incidents Granular Permissions Beta

The granular permissions listed in Table 1 are currently in Open Beta. To enroll, view Manage Features With Procore. Non-Beta Participants may refer to Table 2.

Note: For entries containing [Type], each row represents a permission pattern that exists separately for every record/section type (Actions, Environmental Records, Injury/Illness Records, Near Miss Records, Property Damage Records, Witness Statements, and Root Cause Analysis). They are not shared or bundled permissions—enabling a permission for one section type does not grant access to another.

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.

Table 1 Incidents Action Tutorials	Read Only	Standard	Notes
Add or Edit [Type] on Any Incident Web iOS Android	Incidents - Add or Edit [Type] on Any Incident - GP	Incidents - Add or Edit [Type] on Any Incident - GP	User can add or edit that section on any incident they have access to view. Exists separately for: Injury/Illness Records, Environmental Records, Near Miss Records, Property Damage Records, Witness Statements, Root Cause Analysis, Actions.
Add or Edit [Type] on Incidents Where You Are the Assignee Web iOS Android	Add or Edit [Type] on Incidents where You Are the Assignee	Add or Edit [Type] on Incidents where You Are the Assignee	User can add or edit that section on any incident they have access to view. Exists separately for: Injury/Illness Records, Environmental Records, Near Miss Records, Property Damage Records, Witness Statements, Root Cause Analysis, Actions.
Add or Edit [Type] on Incidents You Created Web iOS Android	Add or Edit [Type] on Incidents You Created	Add or Edit [Type] on Incidents You Created	User can add or edit that section on any incident they have access to view. Exists separately for: Injury/Illness Records, Environmental Records, Near Miss Records, Property Damage Records, Witness Statements, Root Cause Analysis, Actions.
Can Assign Standard Users to Incidents	Can Assign Standard Users to Incidents	Can Assign Standard Users to Incidents	Provides the ability to assign standard-level users to incidents (in addition to typical admin assignee options)
Can be Assigned to Incidents Web iOS Android	Can be Assigned to Incidents	Can be Assigned to Incidents	Provides the ability to be set as an assignee and to edit the Incident's general information; viewing or editing records, witness statements, and actions still requires separate granular permissions.
Can be Included on the Distribution List	Can be Included on the Distribution List	Can be Included on the Distribution List	User can be added to an incident's distribution list so they receive relevant notifications and visibility per your setup.
Configure Advanced Settings: Incidents (Project Level) Web	Configure Advanced Settings: Incidents (Project Level)	Configure Advanced Settings: Incidents (Project Level)	Provides the ability to access project-level Incidents configuration and change advanced settings.
Configure a Custom Workflow Template for Incidents on a Project Web	Configure Advanced Settings: Incidents (Project Level) Configure Company Created Workflow Templates	Configure Advanced Settings: Incidents (Project Level) Configure Company Created Workflow Templates
Configure Company Created Workflow Templates Web
Create an Incident Web iOS Android	Create an Incident	Create an Incident	User can create incidents; after they create it, they cannot keep editing those incidents.
Create and Edit Incidents You Created Web iOS Android	Create and Edit Incidents You Created	Create and Edit Incidents You Created	Grants the user permission to create new incidents, as well as edit any incident they originally authored.
Create a Custom Workflow Template for Incidents Web			To view, create, or edit a custom workflow at the company level, users need 'Admin' level permissions on the Company level Workflows tool. OR 'Read Only' or 'Standard' level permissions on the Company level Workflows tool with the 'View Custom Workflows' and 'Create and Edit Workflow Templates' granular permission enabled on your permissions template.
Create a New Location for an Incident Web iOS Android			The 'Only allow locations to be created in the Location Manager' setting must be disabled in the Locations settings of the project's Admin tool.
Create Project-Only Equipment Web			Users must also have one of the following permissions to the project's Equipment tool: 'Read Only' with the 'Create Project-Only Equipment' granular permission. 'Standard' or 'Admin'
Delete [Type] on Any Incident Web	Delete [Type] on Any Incident	Delete [Type] on Any Incident	User can delete that section on any incident they have access to view. Exists separately for: Injury/Illness Records, Environmental Records, Near Miss Records, Property Damage Records, Witness Statements, Root Cause Analysis, Actions.
Delete [Type] on Incidents Where You are the Assignee Web			User can delete that section on any incident they have access to view. Exists separately for: Injury/Illness Records, Environmental Records, Near Miss Records, Property Damage Records, Witness Statements, Root Cause Analysis, Actions.
Delete [Type] on Incidents You Created Web	Delete [Type] on Incidents You Created	Delete [Type] on Incidents You Created	User can delete that section on any incident they have access to view. Exists separately for: Injury/Illness Records, Environmental Records, Near Miss Records, Property Damage Records, Witness Statements, Root Cause Analysis, Actions.
Delete and Retrieve Incidents Web	Delete and Retrieve Incidents	Delete and Retrieve Incidents	Allows the user to delete active incidents and retrieve deleted incidents from the Recycle Bin.
Edit Any Incident's General Information Web iOS Android	Edit Any Incident's General Information	Edit Any Incident's General Information	User can edit the general incident information for any incident they have access to view.
Edit Incidents Associated to Users in the Same Company Web iOS Android	Edit Incidents Associated to Users in the Same Company	Edit Incidents Associated to Users in the Same Company	User can edit the general incident information for incidents created by others in the same company.
Export Incidents as PDF or CSV Web	Export Incidents as a PDF or CSV	Export Incidents as a PDF or CSV	Provides the ability to export incidents; export content is limited to information the user can already view on that incident.
Search and Filter Incidents Web iOS Android	Search and Filter Incidents	Search and Filter Incidents
Send Incidents via Email Web iOS Android	Send Incidents via Email	Send Incidents via Email
View [Type] on Any Incident Web iOS Android	View [Type] on Any Incident	View [Type] on Any Incident	User can view that section when they are the assignee. Exists separately for: Injury/Illness Records, Environmental Records, Near Miss Records, Property Damage Records, Witness Statements, Root Cause Analysis, Actions.
View [Type] on Incidents Where You are the Assignee Web iOS Android			User can view that section when they are the assignee. Exists separately for: Injury/Illness Records, Environmental Records, Near Miss Records, Property Damage Records, Witness Statements, Root Cause Analysis, Actions.
View [Type] on Incidents You Created Web iOS Android	View [Type] on Incidents You Created	View [Type] on Incidents You Created	User can view that section when they are the assignee. Exists separately for: Injury/Illness Records, Environmental Records, Near Miss Records, Property Damage Records, Witness Statements, Root Cause Analysis, Actions.
View an Incident (Not Private) Web iOS Android	View an Incident (Not Private)	View an Incident (Not Private)
View Private Incidents Web iOS Android	View Private Incidents	View Private Incidents	User can open private incidents and see general information. 'Read Only' and 'Standard' level users must also be the Incident's Creator, Assignee, Alert Recipient, or a member of the Distribution List. Separate granular permissions are required to view records, witness statements, actions, and similar sections.
View Private Incidents Associated to Users in the Same Company Web iOS Android	View Private Incidents Associated to Users in the Same Company	View Private Incidents Associated to Users in the Same Company	Provides the ability to view general information on private incidents tied to users in the same company.
View Project Incident Insights Web	View Project Incident Insights	View Project Incident Insights

Table 2 Incidents Action Tutorials	Read Only	Standard
Add Assignees to an Incident Web iOS Android		Can Assign Standard Users to Incidents	Admin users can assign 'Standard' and 'Admin' users to Incidents.
Add a Contact to an Incident Web iOS Android			User also need 'Read Only' level permissions or higher to the project's Directory tool with the 'Create Contacts' granular permission.
Add a Record to an Incident Web iOS Android
Add a Related Item to an Incident Web
Add a Witness Statement to an Incident You Created Web iOS Android
Add an Action to an Incident You Created Web iOS Android
Add an Action to Any Incident Web iOS Android
Add an Environmental Record to an Incident You Created Web iOS Android
Add an Environmental Record to Any Incident You Created Web iOS Android
Add an Injury/Illness Record to an Incident You Created Web iOS Android
Add an Injury/Illness Record to Any Incident Web iOS Android
Add a Near Miss Record to an Incident You Created Web iOS Android
Add a Near Miss Record to Any Incident Web iOS Android
Add a Property Damage Record to an Incident You Created Web iOS Android
Add a Property Damage Record to Any Incident Web iOS Android
Close an Incident You Created Web iOS Android
Close Any Incident Web iOS Android
Configure Advanced Settings: Incidents Web
Configure a Custom Workflow Template for Incidents on a Project Web	Configure Advanced Settings: Incidents (Project Level) Configure Company Created Workflow Templates	Configure Advanced Settings: Incidents (Project Level) Configure Company Created Workflow Templates
Create a Custom Workflow Template for Incidents Web			To view, create, or edit a custom workflow at the company level, users need 'Admin' level permissions on the Company level Workflows tool. OR 'Read Only' or 'Standard' level permissions on the Company level Workflows tool with the 'View Custom Workflows' and 'Create and Edit Workflow Templates' granular permission enabled on your permissions template.
Create a New Location for an Incident Web iOS Android			The 'Only allow locations to be created in the Location Manager' setting must be disabled in the Locations settings of the project's Admin tool.
Create an Incident Web iOS Android
Create Conditional Custom Fields Web			Users must also have 'Admin' permissions to the Company level Admin tool.
Create Project-Only Equipment Web			Users must also have one of the following permissions to the project's Equipment tool: 'Read Only' with the 'Create Project-Only Equipment' granular permission. 'Standard' or 'Admin'
Delete an Incident Web
Delete an Incident Record Web
Edit a Near Miss Record You Created Web iOS Android
Edit Any Near Miss Record Web iOS Android
Edit an Incident You Created Web iOS Android
Edit Any Incident Web iOS Android
Edit an Injury/Illness Record You Created Web iOS Android
Edit Any Injury/Illness Record Web iOS Android
Email Incidents You Created Web
Email Any Incidents Web
Export Incidents as a PDF or CSV Web
Search and Filter Incidents Web iOS Android
Retrieve an Incident From the Recycle Bin Web
View an Incident (Not Private) Web iOS Android
View an Incident (Private) Web iOS Android			'Read Only' and 'Standard' level users must also be the Incident's Creator, Assignee, Alert Recipient, or a member of the Distribution List.
View Project Incident Insights	View Project Incident Insights	View Project Incident Insights

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