Project Documents
Documents
Permissions
| | The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.
Users can take the action with this permission level.
Users can take this action with this permission level AND one or more additional requirements, like granular permissions.
What granular permissions are available for the Project level Documents tool?
| Action | None | Read Only | Standard | Admin | Notes |
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Add a Related Item to a File |
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Add or Edit a File Description |
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Change Permission Settings on a Folder or File |
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Check In or Out a File |
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Configure Advanced Settings: Documents |
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Create a Folder |
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Delete Files or Folders |
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Download a Previous Version of a File |
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Download Files and Folders |
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Email Files and Folders |
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Export Information |
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Export Object Data from a Model |
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Users must also have 'Read Only' or higher permission to the Models tool. | |
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Manage and Set Tags for Documents |
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Manage Permissions for Files and Folders |
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Manage Who Tracks Files and Folders |
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Move and Copy Files and Folders |
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Open or Edit a File in Microsoft Office 365 |
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Preview a File |
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Rename a File |
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Rename a Folder |
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Retrieve a File or Folder from the Recycle Bin |
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Search for and Filter Documents |
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This action can be performed offline provided that the asset/item was previously viewed and cached on your mobile device. | |
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Sort Document Folder Contents |
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Track a Folder or File |
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Upload a New Version of a File |
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Upload Files into a Folder |
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This action can be performed offline. Actions performed offline will be synced with Procore once a network connection has been reestablished. | ||
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View a File in Microsoft Office 365 |
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View Documents |
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View a Private File or Folder |
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The user must have the 'Access Private Folders and Files' granular permission OR must be added to the permissions list for the file or folder. See Manage Permissions for Files and Folders. |