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Company Documents - User Permissions

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Company Level Documents

Learn which user permissions are required to take the described actions in this tool.

 Important

Some actions that impact this tool are done in other Procore tools. See the User Permissions Matrix for the full list of actions taken in all other tools.

Permissions 

 |  |  The action is available on Procore's Web, iOS, and/or Android application. Click to view the tutorial.

icon-mindtouch-table-check.png Users can take the action with this permission level.

icon-mindtouch-table-check.png Users can take this action with this permission level AND one or more additional requirements, like granular permissions.

Action None Read Only Standard Admin Notes

Add or Edit a File Description in the Company Level Documents Tool

 Web

       icon-mindtouch-table-check.png  

Change Privacy Settings on a Folder or File in the Company Level Documents Tool 

 Web     iOS     Android

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

Check In Files you Checked Out of the Company Level Documents Tool

 Web

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

Check Out a File in the Company Level Documents Tool

 Web

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

Configure Advanced Settings: Company Documents

 Web

       icon-mindtouch-table-check.png  

Create a New Folder in the Company Level Documents Tool

 Web     iOS    Android

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

Delete Files and Folders in the Company Level Documents Tool

 Web     iOS     Android

       icon-mindtouch-table-check.png  

Download a Previous Version of a File in the Company Level Documents Tool

 Web

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

Download Files from the Company Level Documents Tool

 Web     iOS     Android

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

Download Folders from the Company Level Documents Tool

 Web

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

Drag and Drop Files into Procore's Company Documents Tool

 iOS

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

Email Files from the Company Level Documents Tool

 Web     iOS

     icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users with 'Standard' level permissions can only view a file or folder that they have access to.

Email Folders from the Company Level Documents Tool

 Web

     icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users with 'Standard' level permissions can only view a file or folder that they have access to.

Export Information from the Company Level Documents Tool

 Web

   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

 Web

       icon-mindtouch-table-check.png  

Manage Permissions for Company Level Documents

 Web

       icon-mindtouch-table-check.png  

Open and Edit a File in Microsoft Office 365 Using the Company Level Documents Tool

 Web

     icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users with 'Standard' level permissions can only view a file or folder that they have access to.

Print a File or Folder

 iOS

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

Rename a File in the Company Level Documents Tool

 Web     iOS     Android

       icon-mindtouch-table-check.png  

Rename a Folder in the Company Level Documents Tool

 Web     iOS     Android

       icon-mindtouch-table-check.png  

Reset a Checked Out File

 Web

       icon-mindtouch-table-check.png  

Retrieve Files and Folders from the Company Level Documents Tool's Recycle Bin

 Web

       icon-mindtouch-table-check.png  

Search for and Filter Company Level Documents

 Web     iOS     Android

   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
  • Search results will only display files and folders the user has access to.
  • The files can be viewed or edited offline provided that the file was previously viewed and cached on your mobile device.

Upload a New Version of a File in the Company Level Documents Tool

 Web     iOS     Android

     icon-mindtouch-table-check.png icon-mindtouch-table-check.png This action can be taken offline. Tasks performed offline will be synced with Procore once a network connection has been reestablished.

Upload Files to the Company Level Documents Tool

 Web     iOS     Android

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

Upload Folders to the Company Level Documents Tool

 Web

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

View a Previous Version of a File in the Company Level Documents Tool

 Web     iOS     Android

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

View 'Private' Documents in the Company Level Documents Tool

 Web     iOS     Android

   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users with 'Read Only' or 'Standard' must also be added to the File Permissions or Folder Permissions for the document.

View Documents in the Company Level Documents Tool

 Web     iOS     Android

   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users with 'Read Only' or 'Standard' level permissions can only view a file or folder that they have access to.