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Procore

Permissions

Documents

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

mobile-icon-med.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_checkmark_h17.png
Add/Edit a File Description       icon_checkmark_h17.png
Change Permission Settings on a Folder or File        icon_checkmark_h17.png
Check In or Out a File     icon_checkmark_h17.png icon_checkmark_h17.png
Configure Advanced Settings: Documents       icon_checkmark_h17.png
Configure the Procore + Box Sync Integration       icon_checkmark_h17.png1
Create a Folder     icon_checkmark_h17.png icon_checkmark_h17.png
Delete Files/Folders  mobile-icon-sm.png   icon_checkmark_gray_h17.png icon_checkmark_gray_h17.png icon_checkmark_h17.png
Download a Previous Version of a File mobile-icon-sm.png   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Download Files and Folders  mobile-icon-sm.png   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Email Files and Folders  mobile-icon-sm.png     icon_checkmark_h17.png icon_checkmark_h17.png
Export Documents to a PDF or CSV   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Integrate your Box Account  icon_checkmark_h17.png  icon_checkmark_h17.png  icon_checkmark_h17.png icon_checkmark_h17.png
Manage Permissions for Files and Folders   icon_checkmark_gray_h17.png icon_checkmark_gray_h17.png icon_checkmark_h17.png
Manage Who Tracks Files and Folders       icon_checkmark_h17.png
Move and Copy Files and Folders   icon_checkmark_gray_h17.png icon_checkmark_gray_h17.png icon_checkmark_h17.png
Preview a File mobile-icon-med.png   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Rename a File   icon_checkmark_gray_h17.png icon_checkmark_gray_h17.png icon_checkmark_h17.png
Rename a Folder   icon_checkmark_gray_h17.png icon_checkmark_gray_h17.png icon_checkmark_h17.png
Retrieve a File or Folder from the Recycle Bin   icon_checkmark_gray_h17.png icon_checkmark_gray_h17.png icon_checkmark_h17.png
Search for and Filter Documents   mobile-icon-sm.png   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Sort Document Folder Contents   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Sync the Documents Tool with the Procore + Box Sync Integration     icon_checkmark_h17.png1 icon_checkmark_h17.png1
Track a Folder or File   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Transfer Documents Between Projects       icon_checkmark_h17.png
Unlink a Procore + Box Sync Integration       icon_checkmark_h17.png1
Upload a New Version of a File     icon_checkmark_h17.png icon_checkmark_h17.png
Upload Bid Documents     icon_checkmark_h17.png icon_checkmark_h17.png
Upload Files into a Folder     icon_checkmark_h17.png icon_checkmark_h17.png
View a (non-private) Document   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
View a (private) Document   icon_checkmark_gray_h17.png icon_checkmark_gray_h17.png icon_checkmark_h17.png

1 Requires an active Box.com account. For details, see Configure the Procore + Box Sync Integration.

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_checkmark_h17.png  
Company Administrator       icon_checkmark_h17.png
Engineer     icon_checkmark_h17.png  
Owner / Construction Manager   icon_checkmark_h17.png    
Project Manager       icon_checkmark_h17.png
Subcontractor   icon_checkmark_h17.png    
Superintendent     icon_checkmark_h17.png  

 

 

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