Permissions
Project Documents - User Permissions
Documents
Learn which user permissions are required to take the described actions in this tool.
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 Web |
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Add or Edit a File Description Web |
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Check In or Out a File Web |
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Configure Advanced Settings: Documents Web |
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Download a Previous Version of a File Web |
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Export Information Web |
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Export Object Data from a Model Web |
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| Users must also have 'Read Only' or higher permission to the Models tool. | |
Manage and Set Tags for Documents Web |
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Manage Permissions for Files and Folders Web |
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Manage Who Tracks Files and Folders Web |
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Move and Copy Files and Folders Web |
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Open or Edit a File in Microsoft Office 365 Web |
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Preview a File Web |
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Retrieve a File or Folder from the Recycle Bin Web |
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| This action can be performed offline provided that the asset/item was previously viewed and cached on your mobile device. | ||
Sort Document Folder Contents Web |
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Track a Folder or File Web |
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Upload a New Version of a File Web |
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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. | |||
View a File in Microsoft Office 365 Web |
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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. |