What it is: A new permissions framework for the Incidents tool that replaces the old Read/Standard/Admin model with individually assignable Create, Edit, and View permissions. Admins can now set access at the section level — General Information, Root Cause Analysis, Incident Records (with type-specific controls), Actions, and Witness Statements. Who it's for: Company and project admins managing incident access across their teams, and Safety Managers who need portfolio-wide visibility without being assigned to every record. Why it matters: The old model forced a hard choice: give people more access than they needed, or lock them out entirely. For many teams, the risk of overexposure was high enough that they stopped using Incidents for digital collaboration and fell back on paper. Granular permissions let you open the tool to the people who need to contribute — field crews logging what they witnessed, supervisors closing out corrective actions — while keeping medical, personal, or legally sensitive content restricted to the right people.
How to get started: Enable the Open Beta via Procore Explore, then cnfigure the new permissions in the Permissions tool. Review your existing Read assignments before enabling; the new defaults are narrower than before.
Important: Read access now defaults to General Information only. If your team previously relied on Read access to see other sections, you'll need to reconfigure those permissions before enabling the new model.
Beta beginning August 18, 2026
