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Procore (en-CA)

Permissions

Documents

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

icon-mindtouch-table-mobile.png - Indicates an action supported in Procore's iOS and/or Android mobile application.

icon-mindtouch-table-check.png+ - Indicates that the action can be completed if the user is granted the appropriate granular permissions. See Grant Granular Permissions in a Permission Template.

Task None Read Only Standard Admin
Add a Related Item to a File       icon-mindtouch-table-check.png
Add/Edit a File Description       icon-mindtouch-table-check.png
Change Permission Settings on a Folder or File    icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Check In or Out a File     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Configure Advanced Settings: Documents       icon-mindtouch-table-check.png
Create a Folder     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Delete Files/Folders  icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Download a Previous Version of a File icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Download Files and Folders  icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Email Files and Folders  icon-mindtouch-table-mobile.png     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Export Documents to a PDF or CSV   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Manage Permissions for Files and Folders   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Manage Who Tracks Files and Folders       icon-mindtouch-table-check.png
Move and Copy Files and Folders   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Preview a File icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Rename a File   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Rename a Folder   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Retrieve a File or Folder from the Recycle Bin   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Search for and Filter Documents   icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Sort Document Folder Contents   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Track a Folder or File   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Upload a New Version of a File     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Upload Tender Documents     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Upload Files into a Folder     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View a File or Folder   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View a Private File or Folder   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png