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Duplicate a Permission Group for the Document Management Tool

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 LImited Release (Beta)
The Document Management tool is currently in a Limited Release (Beta). 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 duplicate an existing permission group in the Document Management tool.

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions to the project's Document Management tool.

Steps

  1. Navigate to the project's Document Management tool.
  2. Click the Configure Settings icons-settings-gear.png icon.  
  3. In the Permission Groups section of the Permissions tab, locate the permission group that you want to copy.
  4. Click the duplicate  icon-duplicate.png icon for the permission group.
    This opens the Create Permission Group panel.
  5. Make adjustments to the People and Permissions tabs if needed. See Create a Permission Group for the Document Management Tool for more detail.
  6. When you are ready to save the new permission group, click Create.