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Delete a Permission Group in the Document Management Tool

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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.

Objective

To delete an existing permission group in the Document Management tool.

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions to the project's Document Management tool.

Steps

 Caution
When you delete a permission group, any parameters set for the individuals who were assigned to that group are automatically removed. You may want to consider creating a new permission group or editing an existing one to add the affected individuals to before deleting the permission group. See Create a Permission Group for Documents or Edit a Permission Group for Documents.
  1. Navigate to the project's Document Management tool.
  2. Click the Configure Settings icons-settings-gear.png icon.  
  3. In the 'Permission Groups' section of the Permissions tab, locate the permission group that you want to delete.
  4. Click the delete icon-delete-trash6.png icon.
  5. To confirm you want to delete the permission group, click Delete.