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Procore

Document Management - User Permissions (iOS)

 Limited Release (Beta)
The Document Management tool is currently in a Limited Release (Beta). It is not yet available for Procore accounts in the United States. For more information, please reach out to your Procore point of contact.

Document Management

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

Note: Click the Mobile Platform icons in the table to navigate to the relevant support articles.


Task
Permissions Mobile Platform
None Read Only 1 Standard Admin iOS Android
Configure Your View Mode in the Document Management Tool (iOS)     icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png 2 icon-apple-logo.png** icon-android-logo.png**
Search for and Filter Documents in the Document Management Tool (iOS)     icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png 2 icon-apple-logo.png** icon-android-logo.png**
View Documents in the Document Management Tool (iOS)     icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png 2 icon-apple-logo.png** icon-android-logo.png**  

1   The 'Read Only' permission level does not exist for the Document Management tool.

2   Users can only find and view documents that they have access to. See How do permissions work in the Document Management tool?

 *   This action can be performed in offline mode (i.e. when an active network connection is not available on your mobile device). Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.

 **  This asset/item can be viewed or edited in offline mode provided that the asset/item was previously viewed and cached on your mobile device.