Permissions
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.
| | 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 RFIs tool?
RFI Tutorials | None | Read Only | Standard | Admin | Notes |
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Add a Related Item to an RFI Web |
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Add Assignees to an RFI |
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| 'Standard' level users must first be designated as an 'Assignee' and must be the current 'Ball In Court' person. | ||
Change the Status of an RFI |
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| Users with the 'Act as RFI Manager' granular permission must also have one of the following attributes:
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Choose an 'Official Response' for an RFI |
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Close an RFI Web iOS Android |
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Configure Settings: RFIs Web |
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Create a Change Event from an RFI Web iOS Android |
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| Users also need 'Standard' level permissions or higher on the project's Change Events tool. | ||
Create a Potential Change Order from an RFI Web |
| To create a Potential Change Order from an RFI, the following must also be true:
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Create an Instruction from an RFI Web |
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| Users must also have 'Standard' level permissions or higher on the project's Instructions tool. | |
Create a Draft RFI |
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Create an RFI Web iOS Android |
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Create and View a Custom RFI Report Web |
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Create RFIs on a Drawing |
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| Users must also have 'Standard' level permissions or higher to the project's Drawings tool. | ||
Customize the Column Display in the RFIs Tool |
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Delete a Response to an RFI |
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Delete an RFI |
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Designate the Default RFI Manager for a Project's RFIs |
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Download RFI Attachments |
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Draft an RFI with Assist Web |
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Edit a Custom RFI Report You Created |
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Edit Any Custom RFI Report |
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Edit a Draft RFI You Created |
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Edit Any RFI |
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Export an RFI |
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Export the RFIs List to CSV or PDF |
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Forward an RFI by Email |
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Forward an RFI for Review |
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| Users must also be designated as an Assignee for the RFI and be the current Ball In Court person. | ||
Link Existing RFIs on a Drawing |
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| Users must also have 'Standard' level permissions or higher to the project's Drawings tool. | |
Perform Bulk Actions on RFIs |
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Reopen an RFI |
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| Users with the granular permission must also be one of the following:
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Respond to an RFI |
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| Users with 'Standard' level permissions without a granular permission must also be an Assignee or a Distribution List member for the RFI. | ||
Respond to an RFI |
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Resize the Column Width in the RFIs Log |
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Retrieve an RFI from the Recycle Bin |
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Revise an RFI |
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Search and Filter RFIs |
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Share a Custom RFI Report |
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Shift the Ball in Court on a RFI |
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| Users with the granular permission must also be one of the following:
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Summarize RFIs with Assist |
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View RFIs (Not Draft, Not Private) |
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View RFIs (Private, Not Draft) |
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| 'Read Only' and 'Standard' users must also be the RFI's Assignee or on the Distribution List. | |
View RFIs (Private, Draft) |
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| 'Read Only' and 'Standard' users must also be the RFI's RFI Manager or Creator. | |
View RFIs for Users Within Your Company (Private, Not Draft) |
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| For users with the granular permission, you or a user in your company must also be the Assignee or on the Distribution List. | |
View RFIs for Users Within Your Company (Including Private and Draft) |
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| For users with the granular permission, you or a user in your company must also be the RFI's RFI Manager or Creator. | |
View the Distribution History of a Custom RFI Report |
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