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Manage Users in a Permission Group for the Document Management Tool (Beta)

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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

How to add or remove users in a permission group for the Document Management tool.

Background

Instead of having to grant permissions for each individual file in the Document Management tool, you can manage access to documents using permission groups. When you create permission groups for different user types (such as Architect and Specialty Contractor), you can set specific rules (such as specifying which type of document the group should be able to view), and then add individuals to these groups to automatically control access to documents.

Things to Consider

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

Steps

  1. Navigate to the project's Document Management tool.
  2. Click the Configure Settings icons-settings-gear.png icon.  
  3. On the Permissions tab, click the edit icon-edit2.png icon for the permission group that you want to edit.
  4. Click Edit People.
  5. Add or remove users as necessary.
  6. Click Save.