The following table highlights which user permissions are required to perform the described user action.
- Indicates an action supported in Procore's iOS and/or Android mobile application.
- Indicates that the task can be completed if the user is granted the correct Granular Permissions. See Grant Granular Permissions in a Permission Template.
|Add a Related Item to a File|
|Add/Edit a File Description|
|Change Permission Settings on a Folder or File|
|Check In or Out a File|
|Configure Advanced Settings: Documents|
|Configure the Procore + Box Sync Integration||1|
|Create a Folder|
|Download a Previous Version of a File|
|Download Files and Folders|
|Email Files and Folders|
|Export Documents to a PDF or CSV|
|Integrate your Box Account|
|Manage Permissions for Files and Folders|
|Manage Who Tracks Files and Folders|
|Move and Copy Files and Folders|
|Preview a File|
|Rename a File|
|Rename a Folder|
|Retrieve a File or Folder from the Recycle Bin|
|Search for and Filter Documents|
|Sort Document Folder Contents|
|Sync the Documents Tool with the Procore + Box Sync Integration||1||1|
|Track a Folder or File|
|Transfer Documents Between Projects|
|Unlink a Procore + Box Sync Integration||1|
|Upload a New Version of a File|
|Upload Bid Documents|
|Upload Files into a Folder|
|View a (non-private) Document|
|View a (private) Document|
1 Requires an active Box.com account. For details, see Configure the Procore + Box Sync Integration.
The following table highlights which user permissions are typically granted to a user based on their job role on a project. A user's permissions for a specific tool are granted on a per project basis. To learn how to create permission templates that you can apply to groups of users based on their job role, see Manage Permission Templates.
|Owner / Construction Manager|