Permissions

Learn which user permissions are required to take the described actions in this tool.

 Important
  • Users will only have access to prequalification forms that they have been invited to collaborate on.

  • Users need to be added to the Company level Directory in order for you to invite them to prequalify. Once they are invited to prequalify, they will automatically be given 'Read Only' permissions on the Prequalification Portal tool.

Permissions

| | The action is available on Procore's Web, iOS, and/or Android application.

icon-mindtouch-table-check.png Users can take the action with this permission level.

icon-mindtouch-table-check-gp.png Users can take this action with this permission level AND one or more additional requirements, like granular permissions.

Prequalification Portal Tutorials
Action

None

Read Only

Standard

Admin

Notes

Edit a Prequalification Form via the Prequalification Portal
Web

icon-mindtouch-table-check.png

icon-mindtouch-table-check.png

icon-mindtouch-table-check.png

Respond to a Prequalification Change Request
Web

icon-mindtouch-table-check.png

icon-mindtouch-table-check.png

icon-mindtouch-table-check.png

Submit a Prequalification Form
Web

icon-mindtouch-table-check.png

icon-mindtouch-table-check.png

icon-mindtouch-table-check.png

View a Prequalification Form
Web

icon-mindtouch-table-check.png

icon-mindtouch-table-check.png

icon-mindtouch-table-check.png