Skip to main content
Procore

Permissions

Company Level Documents

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

Task None Read Only Standard Admin
Add or Edit a File Description in the Company Level Documents Tool       icon-mindtouch-table-check.png
Check Files In or Out in the Company Level Documents Tool     icon-mindtouch-table-check.png 1, 2 icon-mindtouch-table-check.png
Configure Advanced Settings: Company Documents       icon-mindtouch-table-check.png
Create a New Folder in the Company Level Documents Tool     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Delete Files and Folders in the Company Level Documents Tool       icon-mindtouch-table-check.png
Download a Previous Version of a File in the Company Level Documents Tool   icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png
Download Files and Folders from the Company Level Documents Tool   icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png
Email Files or Folders from the Company Level Documents Tool     icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png
Export Information from the Company Level Documents Tool   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Manage File and Folder Tracking in the Company Level Documents Tool       icon-mindtouch-table-check.png
Manage Permissions for Company Level Documents       icon-mindtouch-table-check.png
Open and Edit a File in Microsoft Office 365 Using the Company Level Documents Tool     icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png
Rename a File in the Company Level Documents Tool       icon-mindtouch-table-check.png
Rename a Folder in the Company Level Documents Tool       icon-mindtouch-table-check.png
Retrieve Files and Folders from the Company Level Documents Tool's Recycle Bin       icon-mindtouch-table-check.png
Search for and Filter Company Level Documents   icon-mindtouch-table-check.png 3 icon-mindtouch-table-check.png 3 icon-mindtouch-table-check.png
Upload a New Version of a File in the Company Level Documents Tool     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Upload Files or Folders to the Company Level Documents Tool     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View Documents in the Company Level Documents Tool   icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png

1 Users with 'Standard' level permissions can only check in a file that they have checked out.

2 Users with 'Read Only' or 'Standard' level permissions can only access 'Private' files and folders if they have been granted access to the file or folder.

3 Search results will only include the documents the user performing the search has access to.

  • Was this article helpful?