Project Documents - User Permissions

The following table highlights which user permissions are required to perform the described user action.

: Indicates an action supported in Procore's iOS and/or Android mobile application.

Task	Read Only	Standard
Add a Related Item to a File
Add/Edit a File Description
Change Permission Settings on a Folder or File	+	+
Check In or Out a File
Configure Advanced Settings: Documents
Create a Folder
Delete Files/Folders	+	+
Download a Previous Version of a File
Download Files and Folders
Email Files and Folders
Export Documents to a PDF or CSV
Manage Permissions for Files and Folders	+	+
Manage Who Tracks Files and Folders
Move and Copy Files and Folders	+	+
Open or Edit a File in Microsoft Office 365
Preview a File
Rename a File	+	+
Rename a Folder	+	+
Retrieve a File or Folder from the Recycle Bin	+	+
Search for and Filter Documents
Sort Document Folder Contents
Track a Folder or File
Upload a New Version of a File
Upload Tender Documents
Upload Files into a Folder
View a File in Microsoft Office 365
View a File or Folder
View a Private File or Folder	+	+