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Configure Advanced Settings: Company Documents

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Objective

To configure the advanced settings for your Company level Documents tool.

Background

If you have 'Admin' permissions to the Company level Documents tool, you can configure privacy and permission settings for your company's Documents tool. Keep in mind that the Steps below only affect the Company level Documents tool and are unique from the advanced settings that might be configured on each project's Documents tool (see Configure Advanced Settings: Project Documents). 

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the Company level Documents tool.
  • Additional Information:
    • To a complete list of tasks that can be performed by permission level, see the Permissions Matrix.

Steps

  1. Navigate to the Company level Documents tool.
  2. Click the Configure Settings icons-settings-gear.png icon. 
  3. Click Document Settings.
  4. Under Documents and Folders Private by Default, c​​hoose whether you want files and folders uploaded to the Documents tool to be marked as Private by default.
    • Mark the checkbox if you want new files and folders to be marked as Private automatically.
      OR
    • Clear the checkbox if you want new files and folders to be visible to all users with 'Read Only' or higher permissions to the Documents tool. 
      Note: You can manually set individual files and folders to Private at any time. 
  5. Optional: To view and adjust permissions for the Documents tool, click Permissions Table.
    • Set the user's access permission level for tool by clicking the icon in the desired column so a GREEN checkmark appears:user permissions documents.png ​

      The colour-coded icons in the user permissions area denotes the user's access permission level to the tool. To learn more, see What are the default permission levels in Procore?

      Icon Colour Definition
      green-check.png GREEN The user has been granted this access permission level to the tool.
      red-x.png RED The user has NOT been granted this access permission to the tool.
      grey-x.png GREY The user is either a Procore Administrator or has been granted permissions to the Procore tools in this company using a permissions template (see What is a permissions template?). To change the user's permission level to this tool, see Manage Company Permissions Templates.