Permissions
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.
| | 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 level Inspections tool?
Most Granular Permissions for the project-level Inspections tool listed below are currently in open beta and must be enabled via Procore Explore for access.
Company Administrators can enable the The Inspections: Granular Permissions Beta in Procore Explore (US 2 | UK).
The following permissions are exceptions to this beta requirement and are available by default:
Bulk Create Inspections
Create a Reinspection
Create and Edit Inspection Schedules
View Project Inspection Insights
Manage Project Saved Views
Inspections Tutorials | None | Read Only | Standard | Admin | Notes |
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Add a Contact when Performing an Inspection |
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| Users must also have 'Read Only' level permissions or higher to the project's Directory tool with the 'Create Contacts (Where Available)' granular permission | |
Add a Related Item to an Inspection |
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Add Attachments to Inspection Items |
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Add Comments to an Inspection Item |
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Add Company Level Inspection Templates to Your Project |
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Add Signers to an Inspection |
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Add Signers to an Inspection Item |
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Bulk Create Inspections |
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Bulk Delete Inspections |
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Bulk Edit Inspections (Any) |
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| Updates fields, adds, or replaces assignees in bulk. | |
Bulk Edit Inspections (As Creator) |
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Bulk Edit Inspections (As Assignee) |
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Can be Assigned to Inspections |
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| Determines if a user can be selected as an assignee on inspections. | |
Can be Included on Distribution Lists |
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| Determines if a user appears in distribution list dropdowns. | |
Clone a Project Inspection Template to a Company |
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Close an Inspection (Any) |
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Close an Inspection (As Assignee) |
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Close an Inspection (As Creator) |
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Configure Advanced Settings: Inspections |
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Configure Mobile Sync Settings for Inspections |
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Create a New Location for an Inspection |
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| 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 Inspection |
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Create an Inspection Schedule |
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Create a Project Level Inspection Template |
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| Includes the ability to add conditional logic. | |
Create a Reinspection |
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Create an Observation from an Inspection |
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| Users must also have one of the following permissions to the project's Observations tool:
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Create Project-Only Equipment |
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Delete an Inspection |
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Delete an Inspection Schedule |
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Delete a Project Level Inspection Template |
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Edit a Project Level Inspection Template |
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Edit an Inspection (As Creator) |
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Edit an Inspection (As Assignee) |
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Edit an Inspection Schedule |
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Edit Inspection (Any) |
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Email Inspections |
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Export an Individual Inspection |
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Export an Individual Inspection with Observations |
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Manage Saved Views |
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Perform an Inspection |
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| Also allows adding attachments to items without needing the 'Add Attachments to Inspection Items' granular permission. | |
Reopen an Inspection (As Assignee) |
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Reopen an Inspection (As Creator) |
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Reopen an Inspection (Any) |
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Retrieve an Inspection From the Recycle Bin |
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Search and Filter for Inspections |
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Sign an Inspection |
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Sign an Inspection Item |
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View Activity Feed of Items in an Inspection |
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View Change History of an Inspection Schedule |
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View Change History of any Inspection |
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View Inspection Schedule |
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View Project Inspection Insights Web |
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View Project Level Inspections (All, Private) |
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View Project Level Inspections (Not Private) |
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View Project Level Inspections (Private, Associated to Users in the Same Company) |
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View Project Level Inspections (Some, Private) |
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| Users must be the Inspection Creator, Assignee, Point of Contact, Requested Signature, or on the Distribution List. | |
View Signatures on an Inspection |
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