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Set a Document Management Permission Group for a New User

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regional availability
The Document Management tool is available in select countries. It is not yet available for Procore accounts in the United States. For more information, please reach out to your Procore point of contact.

Objective

To set a Document Management permission group for a new user when you add them to the project's Directory tool.

Background

When adding a new user to the project's Directory tool, you can select a Document Management tool permission group to assign them to so that they automatically have the appropriate permissions applied. See How do permissions work in the Document Management tool?

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions to the Project level Directory tool.
  • Additional Information:
    • Currently, the permission group can only be set when adding a new user in the Project level Directory tool (not the Company level Directory or Permissions tools).
    • The permission group cannot be set when bulk adding users to the Project level Directory tool. See Bulk Add Users and Companies to a Project Directory.

Steps

  1. Navigate to the Project level Directory tool.
  2. Click Add User.
  3. Enter the necessary information for the new user. See Add a User Account to the Project Directory for more details.
  4. Click the Document Permission Group drop-down menu and select the permission group you want to set for the new user.
    Note: The groups populate based on the permission groups that exist in the project's Document Management tool. See View Permission Groups for the Document Management Tool.
  5. Click Add.
    The user is automatically added to the project's Directory with the selected permission group applied for the Document Management tool.