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View and Manage Document Permissions in the Document Management Tool

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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 view and manage permission settings for documents in the Document Management tool.

Background

The 'Document Permissions' section of the Document Management tool's Configure Settings page is where you can customise the actions people and groups can perform on documents that are not in a workflow. The actions that are available to the three Document Permission levels ('Admin', 'Owner' and 'Viewer') can be customised further when creating or editing a permission group for people and groups. See Create a Permission Group for the Document Management Tool.

 Note
The permission levels in the Document Permissions section are specific to the Document Management tool and are different from Procore's standard tool level permissions ('None', 'Read Only', 'Standard' and 'Admin'). 

Things to Consider

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

Video

 

Video content may not accurately reflect the current state of the system and/or it may be out of date.

Steps

  1. Navigate to the project's Document Management tool.
  2. Click the Configure Settings icons-settings-gear.png icon.  
  3. Click the Permissions tab.
  4. Click the arrow icon-arrow-expand.png icon next to 'Document Permissions' to expand the section.

View Document Permissions

The table uses a tick icon-checkmark.png icon to show which actions the 'Admin', 'Owner' and 'Viewer' permission levels can take. 
pdm-document-permissions.png

By default, the following actions can be taken by these roles:

  • Admin
    • View Documents
    • View Change History
    • Edit Attributes
    • Share Documents
    • Download Documents
  • Owner
    • View Documents
    • View Change History
    • Edit Attributes
    • Share Documents
    • Download Documents
  • Viewer
    • View Documents
    • Share Documents
    • Download Documents

Edit Document Permissions

  1. In the 'Document Permissions' section, click Edit.
  2. Make changes to the permissions as necessary:
    Note: Actions that can't be customised are unavailable to click.
    • Mark a tickbox to add an action for a permission level.
    • Clear a tickbox to remove an action from a permission level.edit-pdm-document-permissions.png
  3. When you are done making changes, click Save.
 Important
Now that you have the three permission levels set up, you can use permission groups to assign or remove additional permissions (such as the ability to upload and submit files). See Create a Permission Group for the Document Management Tool. This is also where you can manage each groups's access to documents based on document attributes.