Document Management - User Permissions
Document Management
Important
| | The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.
Users can take the action with this permission level.
Users can take the action with this permission level AND the appropriate granular permissions or Document Management permission group settings.
Note
- The 'Read Only' permission level does not exist for the Document Management tool.
- The Document Management tool uses permission groups and other settings in addition to regular tool permission levels and granular permissions. For more information, see How do permissions work in the Document Management tool?
- Users can only view and take actions on documents that they have access to through a permission group.
| Action | None | Read Only | Standard | Admin | Notes |
|---|---|---|---|---|---|
|
Add Markups |
|
|
By default, users can only add markups while they are the 'Current Step Assignee' for a workflow. Note: The 'Create Markup' permission can be enabled for additional roles ('Workflow Assignees' and 'Workflow Manager'), or disabled for all users. See View and Manage Workflow Permissions. |
||
|
Complete Information for Documents |
|
|
Users must be part of a Document Management tool permission group with the 'Upload New Files' permission enabled. | ||
|
Configure Settings: Document Management |
 |
||||
|
Configure Your View |
|
|
|
||
|
Create a Permission Group |
|
||||
|
Create a Saved View |
|
|
Users with 'Standard' level permission can create their own saved views that are only visible to them. Users with 'Admin' level permission can create their own views AND project views that are visible to everyone in the project. |
||
|
Delete a Permission Group |
|
||||
|
Delete a Saved View |
|
|
Users with 'Standard' level permission can only delete their own saved views. Users with 'Admin' level permission can delete their own views AND project views that are visible to everyone in the project. |
||
|
Download Documents |
|
|
Users can only download documents that they have access to through a permission group. | ||
|
Duplicate a Permission Group |
|
||||
|
Edit a Permission Group |
|
||||
|
Edit a Saved View |
|
|
Users with 'Standard' level permission can only edit their own saved views. Users with 'Admin' level permission can edit their own views AND project views that are visible to everyone in the project. |
||
|
Edit Information for Documents |
|
|
Users must be part of a permission group with the 'Edit Attributes' document permission enabled. | ||
|
Edit Revisions |
|
|
Users must be part of a permission group with the 'Edit Attributes' document permission enabled. | ||
|
Edit the Naming Standard |
|
||||
|
Edit Upload Requirements |
|
||||
|
Export Information |
|
|
Users can only export information for documents that they have access to through a permission group. | ||
|
Import Field Options |
|
Users must also have 'Admin' level permission to the Company level Admin tool. | |||
|
Manage Configurable Fieldsets and Default Fields |
|
Users must also have 'Admin' level permission to the Company level Admin tool. Note: Users with 'Admin' level permissions to Document Management tool can show or hide default field options within the tool's Configure Settings page. |
|||
|
Manage Users in a Permission Group |
|
||||
|
Review a Document in a Workflow |
|
|
Users must also be added as an assignee for a workflow. | ||
|
Search for and Filter Documents |
|
|
Users can only find documents that they have access to through a permission group. | ||
|
Set a Document Management Permission Group for a New User |
|
Users must have 'Admin' level permissions to the Project level Directory tool. | |||
|
Share Documents in a Correspondence Item |
|
|
Users must have 'Standard' or 'Admin' level permissions on the item's correspondence type. OR 'Read Only' level permissions on the item's correspondence type with the 'Create Item' granular permission enabled on the permissions template. |
||
|
Start a Workflow for Documents |
|
|
Users must also have one of the following permissions:
|
||
|
Submit Documents |
|
|
Users must be part of a Document Management tool permission group with the 'Submit New Files' permission enabled. | ||
|
Upload Documents |
|
|
Users must be part of a Document Management tool permission group with the 'Upload New Files' permission enabled. | ||
|
View and Manage Document Permissions |
|
||||
|
View Document Management Files in a Correspondence Item |
|
|
Users must have 'Read Only' level permissions or higher on the correspondence type. Note: Depending on the correspondence item's status and privacy settings, users may also need to be assigned specific roles or granular permissions in order to view the item. |
||
|
View Documents |
|
|
Users can only view documents that they have access to through a permission group. Note: Users with 'Admin' level permissions to the Document Management tool can view all files that have been added to the 'Uploads' tab. Users with 'Standard' permission can only view the files that they have uploaded. |
||
|
View Change History for Documents |
|
||||
|
View Permission Groups |
|