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Procore

Meetings - User Permissions

Meetings

 Important

Permissions 

What granular permissions are available for the Project level Meetings tool?

 

Action None Read Only Standard Admin Notes

Add a Comment to a Meeting Item

 Web

 

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  • Add Comments to Meeting
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Add a Meeting Category

 Web

 

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  • Manage Meeting Categories

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  • Manage Meeting Categories
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Add a Meeting Item

 Web     iOS     Android

 

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  • Manage Meeting Items

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  • Manage Meeting items
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Add a Meeting To Your Personal Calendar

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Add a Related Item to a Meeting

 Web

 

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  • Manage Related Items for Meetings

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  • Manage Related Items for Meetings
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Add Meeting Minutes

 Web     iOS     Android

 

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  • Manage Meeting Items

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  • Manage Meeting items
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Configure Advanced Settings: Meetings 

 Web

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Convert a Meeting from Agenda to Minutes Mode

 Web     iOS     Android

 

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  • Update Meeting

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  • Update Meeting
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Create a Follow-up Meeting

 Web

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Create a Meeting

 Web     iOS     Android

 

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  • Create Meeting

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  • Create Meeting
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Delete Any Meeting Comment

 Web

      icon-mindtouch-table-check.png  

Delete Own Meeting Comment

 Web

 

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  • Delete Own Comment on a Meeting
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Create a Meeting from a Template

 Web

 

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  • Create Meeting

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  • Create Meeting
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Delete a Meeting

 Web

      icon-mindtouch-table-check.png  

Delete a Meeting Category

 Web

 

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  • Manage Meeting Categories

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  • Manage Meeting Categories
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Delete a Meeting Item

 Web

 

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  • Manage Related Items for Meetings

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  • Manage Related Items for Meetings
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Distribute a Meeting Agenda

 Web

 

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  • Distribute Meeting

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  • Distribute Meeting
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Distribute and Redistribute Meeting Minutes

 Web

 

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  • Distribute Meeting

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  • Distribute Meeting
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Edit a Meeting

 Web     iOS     Android

 

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  • Update Meeting

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  • Update Meeting
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Edit a Meeting Item

 Web     iOS     Android

 

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  • Manage Meeting Items

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  • Manage Meeting Items
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Export a Meeting as a PDF

 Web

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Forward a Meeting by Email

 Web

 

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  • Email Meeting

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  • Email Meeting
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Initiate an Email Communication Thread for a Meeting

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png Any person (even non-Procore users) with the email address for the meeting can initiate a communication thread.

Record Meeting Attendance

 Web     iOS     Android

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Reorder Meeting Categories

 Web

 

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  • Manage Meeting Categories

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  • Manage Meeting Categories
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Reorder Meeting Items

 Web

 

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  • Manage Meeting Items

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  • Manage Meeting Items
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Search for a Meeting

 Web     iOS     Android

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Star Previous Minutes

 Web

      icon-mindtouch-table-check.png  

View a Meeting

 Web     iOS     Android

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

View Previous Minutes

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

View the Change History of a Meeting

 Web

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