Procore Insights - User Permissions

 Important

Permissions to view all Insights are given by assigning permissions to the Project level Admin tool.

Insights Permissions

Action None Read Only Standard Admin Notes

View Project Insights 

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  • Permissions to view tool-specific Project Insights are also available to users with 'Admin' level permissions to the respective tool
  • Example: An RFI Admin will have RFI Insights available to view even if they do not have Project or Company Admin level permissions.

Configure Project Insights

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Insights pilot Permissions

Action None Read Only Standard Admin Notes

Opt-in to the Procore Insights pilot (Company level)

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View general conditions insights on account home (Company level)

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View general conditions insights on project home and budget (Company and Project levels)

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View general conditions insights (Company and Project levels)

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Change permission settings on insights (Company level)

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Dismiss insights card (Company and Project levels)

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View RFI insights on account home (Company level)

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View RFI insights on project home (Company and Project level)

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View RFI insights (Company and Project level)

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