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Procore

Permissions

Documents

The following table highlights which user permissions are required to perform the described user action.

icon-mindtouch-table-mobile.png - Indicates an action supported in Procore's iOS and/or Android mobile application.

icon_checkmark_gray_h17.png - Indicates that the task can be completed if the user is granted the correct Granular Permissions. See Grant Granular Permissions in a Permission Template.

Task None Read Only Standard Admin
Add a Related Item to a File       icon-mindtouch-table-check.png
Add/Edit a File Description       icon-mindtouch-table-check.png
Change Permission Settings on a Folder or File    icon_checkmark_gray_h17.png icon_checkmark_gray_h17.png icon-mindtouch-table-check.png
Check In or Out a File     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Configure Advanced Settings: Documents       icon-mindtouch-table-check.png
Create a Folder     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Delete Files/Folders  icon-mindtouch-table-mobile.png   icon_checkmark_gray_h17.png icon_checkmark_gray_h17.png icon-mindtouch-table-check.png
Download a Previous Version of a File icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Download Files and Folders  icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Email Files and Folders  icon-mindtouch-table-mobile.png     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Export Documents to a PDF or CSV   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Manage Permissions for Files and Folders   icon_checkmark_gray_h17.png icon_checkmark_gray_h17.png icon-mindtouch-table-check.png
Manage Who Tracks Files and Folders       icon-mindtouch-table-check.png
Move and Copy Files and Folders   icon_checkmark_gray_h17.png icon_checkmark_gray_h17.png icon-mindtouch-table-check.png
Preview a File icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Rename a File   icon_checkmark_gray_h17.png icon_checkmark_gray_h17.png icon-mindtouch-table-check.png
Rename a Folder   icon_checkmark_gray_h17.png icon_checkmark_gray_h17.png icon-mindtouch-table-check.png
Retrieve a File or Folder from the Recycle Bin   icon_checkmark_gray_h17.png icon_checkmark_gray_h17.png icon-mindtouch-table-check.png
Search for and Filter Documents   icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Sort Document Folder Contents   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Track a Folder or File   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Transfer Documents Between Projects       icon-mindtouch-table-check.png
Upload a New Version of a File     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Upload Bid Documents     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Upload Files into a Folder     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View a File or Folder   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View a Private File or Folder   icon_checkmark_gray_h17.png1 icon_checkmark_gray_h17.png1 icon-mindtouch-table-check.png

1 'Read-only' and 'Standard' users can only view 'Private' documents if they are granted the 'Access Private Folders and Files' granular permission, or if they are added to the File Permissions or Folder Permissions list. See Manage Permissions for Files and Folders.

Job Role

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.

Job Role None Read Only Standard Admin
Architect     icon-mindtouch-table-check.png  
Company Administrator       icon-mindtouch-table-check.png
Engineer     icon-mindtouch-table-check.png  
Owner / Construction Manager   icon-mindtouch-table-check.png    
Project Manager       icon-mindtouch-table-check.png
Subcontractor   icon-mindtouch-table-check.png    
Superintendent     icon-mindtouch-table-check.png  

 

 

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