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Procore

What granular permissions are available for Document Management Workflows?

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 Tool INTEGRATION
The Company level Workflows tool is available for certain Procore accounts and integrates with the Document Management tool. To learn more about the Workflows tool, see About the Workflows Tool.
regional availability
The Document Management tool is available in select countries. It is not yet available for Procore accounts in the United States. For more information, please reach out to your Procore point of contact.

Background

In Procore, the term granular permissions refers to task-based privileges that can be granted to users with 'Read Only' or 'Standard' level permissions on certain tools through the users' assigned permissions templates. The table below shows the granular permissions that are available for Document Management Workflows.

Answer

Granular Permission Name Granular Permission Description
View Workflow Templates Grants users the privilege to view the template of a document with a custom workflow.
View Complete Workflow History as Workflow Participant Grants users the privilege of viewing a custom workflow's entire history when they are a participant in the document workflow.
View Previous Step History Only Grants users the privilege of viewing a document workflow's previous step when they are a participant in the workflow.
Can Be Workflow Manager Grants users the privilege of acting as a workflow manager for documents on the project.
Can Start Workflows Grants users the privilege of starting custom workflows for documents in the project.
Configure Workflow Templates Grants users the privilege of configuring custom workflow templates for documents in the project.