Permissions
Company Level Documents
Learn which user permissions are required to take the described actions in this tool.
ImportantSome 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.
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.
Permissions
| | The action is available on Procore's Web, iOS, and/or Android application. Click to view the tutorial.
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.
Action | None | Read Only | Standard | Admin | Notes |
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Add or Edit a File Description in the Company Level Documents Tool Web |
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Change Privacy Settings on a Folder or File in the Company Level Documents Tool Web iOS Android |
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Check In Files you Checked Out of the Company Level Documents Tool Web |
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Check Out a File in the Company Level Documents Tool Web |
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Configure Advanced Settings: Company Documents Web |
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Create a New Folder in the Company Level Documents Tool Web iOS Android |
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Delete Files and Folders in the Company Level Documents Tool Web iOS Android |
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Download a Previous Version of a File in the Company Level Documents Tool Web |
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Download Files from the Company Level Documents Tool Web iOS Android |
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Download Folders from the Company Level Documents Tool Web |
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Drag and Drop Files into Procore's Company Documents Tool iOS |
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| Users with 'Standard' level permissions can only view a file or folder that they have access to. | |||
Email Folders from the Company Level Documents Tool Web |
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| Users with 'Standard' level permissions can only view a file or folder that they have access to. | ||
Export Information from the Company Level Documents Tool Web |
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Manage File and Folder Tracking in the Company Level Documents Tool Web |
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Manage Permissions for Company Level Documents Web |
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Open and Edit a File in Microsoft Office 365 Using the Company Level Documents Tool Web |
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| Users with 'Standard' level permissions can only view a file or folder that they have access to. | ||
Print a File or Folder iOS |
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Rename a File in the Company Level Documents Tool Web iOS Android |
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Rename a Folder in the Company Level Documents Tool Web iOS Android |
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Reset a Checked Out File Web |
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Retrieve Files and Folders from the Company Level Documents Tool's Recycle Bin Web |
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Search for and Filter Company Level Documents Web iOS Android |
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Upload a New Version of a File in the Company Level Documents Tool Web iOS Android |
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| This action can be taken offline. Tasks performed offline will be synced with Procore once a network connection has been reestablished. | ||
Upload Files to the Company Level Documents Tool Web iOS Android |
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Upload Folders to the Company Level Documents Tool Web |
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View a Previous Version of a File in the Company Level Documents Tool Web iOS Android |
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View 'Private' Documents in the Company Level Documents Tool Web iOS Android |
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| Users with 'Read Only' or 'Standard' must also be added to the File Permissions or Folder Permissions for the document. | |
View Documents in the Company Level Documents Tool Web iOS Android |
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| Users with 'Read Only' or 'Standard' level permissions can only view a file or folder that they have access to. |
