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Procore

Permissions

Préqualification

The following table highlights which user permissions are required to perform the described user action.

Task None Read-only Standard Admin
Add a Comment on a Prequalification Form       icon_checkmark_h17.png1   icon_checkmark_h17.png1
Bulk Invite Vendors to Prequalify          icon_checkmark_h17.png2
Configure the Prequalification Form        icon_checkmark_h17.png1
Delete a Comment on a Prequalification Form        icon_checkmark_h17.png1
Edit the Prequalification Form        icon_checkmark_h17.png1
Invite a Vendor to Prequalify          icon_checkmark_h17.png2
Review a Submitted Prequalification Form       icon_checkmark_h17.png1,3   icon_checkmark_h17.png1
Set the Status on a Prequalification Form          icon_checkmark_h17.png
Submit a Prequalification Form * icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View a Comment on a Prequalification Form       icon_checkmark_h17.png   icon_checkmark_h17.png
View the Change History of a Prequalification Form          icon_checkmark_h17.png

*Vendors need to be added to the Company level Directory in order for you to invite them to prequalify on a project. Once they are invited to prequalify, vendors will automatically be given access to the Prequalification Manager tool. Project managers will not need to give them access manually.

'Admin' level permissions are required on the project's Directory tool to complete this function.

'Standard' level or higher permissions are required on the project's Directory tool to complete this function.

'Standard' level users on the project's Prequalification tool can view all categories response data except for Financials.

 

 

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