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Procore

Document Management - User Permissions

Document Management

Learn which user permissions are required to take the described actions in this tool.

 Important

Some actions that impact this tool are done in other Procore tools. See the User Permissions Matrix for the full list of actions taken in all other tools.

   The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.

icon-mindtouch-table-check.png Users can take the action with this permission level.

icon-mindtouch-table-check.png Users can take the action with this permission level AND the appropriate granular permissions or Document Management permission group settings. 

 Note
  • The 'Read Only' permission level does not exist for the Document Management tool.  
  • The Document Management tool uses permission groups and other settings in addition to regular tool permission levels and granular permissions. For more information, see How do permissions work in the Document Management tool?
  • Users can only view and take actions on documents that they have access to through a permission group. 
Action None Read Only Standard Admin Notes

Add Markups

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png By default, users can only add markups while they are the 'Current Step Assignee' for a workflow.

Note: The 'Create Markup' permission can be enabled for additional roles ('Workflow Assignees' and 'Workflow Manager'), or disabled for all users. See View and Manage Workflow Permissions.

Complete Information for Documents

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users must be part of a Document Management tool permission group with the 'Upload New Files' permission enabled. 

Configure Settings: Document Management

 Web

      icon-mindtouch-table-check.png  

Configure Your View

 Web     iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png

 

Create a Permission Group

 Web

      icon-mindtouch-table-check.png  

Create a Saved View

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users with 'Standard' level permission can create their own saved views that are only visible to them.

Users with 'Admin' level permission can create their own views AND project views that are visible to everyone in the project.
 

Delete a Permission Group

 Web

      icon-mindtouch-table-check.png  

Delete a Saved View

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users with 'Standard' level permission can only delete their own saved views.

Users with 'Admin' level permission can delete their own views AND project views that are visible to everyone in the project.

Download Documents

 Web     iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users can only download documents that they have access to through a permission group.

Duplicate a Permission Group

 Web

      icon-mindtouch-table-check.png  

Edit a Permission Group

 Web

      icon-mindtouch-table-check.png  

Edit a Saved View

  Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users with 'Standard' level permission can only edit their own saved views.

Users with 'Admin' level permission can edit their own views AND project views that are visible to everyone in the project.

Edit Information for Documents

  Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users must be part of a permission group with the 'Edit Attributes' document permission enabled. 

Edit Revisions

  Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users must be part of a permission group with the 'Edit Attributes' document permission enabled. 

Edit the Naming Standard

  Web

      icon-mindtouch-table-check.png  

Edit Upload Requirements

 Web

      icon-mindtouch-table-check.png  

Export Information

  Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users can only export information for documents that they have access to through a permission group.

Import Field Options

  Web

      icon-mindtouch-table-check.png Users must also have 'Admin' level permission to the Company level Admin tool.

Manage Configurable Fieldsets and Default Fields

  Web

      icon-mindtouch-table-check.png Users must also have 'Admin' level permission to the Company level Admin tool.

Note: Users with 'Admin' level permissions to Document Management tool can show or hide default field options within the tool's Configure Settings page.

Manage Users in a Permission Group

  Web

      icon-mindtouch-table-check.png  

Review a Document in a Workflow

  Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users must also be added as an assignee for a workflow.

Search for and Filter Documents

  Web     iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users can only find documents that they have access to through a permission group. 

Set a Document Management Permission Group for a New User

  Web

     

icon-mindtouch-table-check.png

Users must have 'Admin' level permissions to the Project level Directory tool.

Share Documents in a Correspondence Item

  Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users must have 'Standard' or 'Admin' level permissions on the item's correspondence type.

OR

'Read Only' level permissions on the item's correspondence type with the 'Create Item' granular permission enabled on the permissions template.

Start a Workflow for Documents 

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users must also have one of the following permissions:
  • The 'Can Start Workflows' granular permission for Document Management Workflows enabled on the project permission template. 
  • 'Admin' level permissions to the Company level Workflows tool.
  • 'Admin' level permissions to the Project level Directory tool (Company Admin).

Submit Documents

  Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users must be part of a Document Management tool permission group with the 'Submit New Files' permission enabled. 

Upload Documents

  Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users must be part of a Document Management tool permission group with the 'Upload New Files' permission enabled. 

View and Manage Document Permissions

  Web

      icon-mindtouch-table-check.png  

View Document Management Files in a Correspondence Item

  Web     iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users must have 'Read Only' level permissions or higher on the correspondence type.

Note: Depending on the correspondence item's status and privacy settings, users may also need to be assigned specific roles or granular permissions in order to view the item. 

View Documents

  Web     iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users can only view documents that they have access to through a permission group. 

Note: Users with 'Admin' level permissions to the Document Management tool can view all files that have been added to the 'Uploads' tab. Users with 'Standard' permission can only view the files that they have uploaded.

View Change History for Documents

  Web

      icon-mindtouch-table-check.png  

View Permission Groups

  Web

      icon-mindtouch-table-check.png