Permisos

Gestión de documentos

Conozca qué permisos de usuario son necesarios para realizar las acciones descritas en esta herramienta.

 Importante

Some actions that impact this tool are done in other Procore tools.

| | La acción está disponible en la aplicación web, iOS o Android de Procore. Haga clic para ver el artículo.

icon-mindtouch-table-check.png Los usuarios pueden realizar la acción con este nivel de permiso.

icon-mindtouch-table-check-gp.png Los usuarios pueden realizar la acción con este nivel de permiso Y el correspondiente permisos pormenorizados o Gestión de documentos grupo de permiso ajustes.

 Nota

  • El nivel de permiso "Solo lectura" no existe para la herramienta Gestión de documentos.

  • La herramienta Gestión de documentos utiliza grupos de permisos y otras configuraciones además de los niveles de permisos de herramientas regulares y permisos pormenorizados. Para obtener más información, consulte ¿Cómo funcionan los permisos en la herramienta Gestión de documentos?

  • Los usuarios solo pueden ver y realizar acciones en los documentos a los que tienen acceso a través de un grupo de permiso.

Action

None

Read Only

Standard

Admin

Notes

Add Markups Web

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By default, users can only add markups while they are the 'Current Step Assignee' for a workflow. Note: The 'Create Markup' permission can be enabled for additional roles ('Workflow Assignees' and 'Workflow Manager'), or disabled for all users. See View and Manage Workflow Permissions.

Complete Information for Documents Web

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Users must be part of a Document Management tool permission group with the 'Upload New Files' permission enabled.

Configure Settings: Document Management Web

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Configure Your View Web iOS Android

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Create a Permission Group Web

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Create a Saved View Web

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Users with 'Standard' level permission can create their own saved views that are only visible to them. Users with 'Admin' level permission can create their own views AND project views that are visible to everyone in the project.

Delete a Permission Group Web

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Delete a Saved View Web

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Users with 'Standard' level permission can only delete their own saved views. Users with 'Admin' level permission can delete their own views AND project views that are visible to everyone in the project.

Download Documents Web iOS Android

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Users can only download documents that they have access to through a permission group.

Duplicate a Permission Group Web

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Edit a Permission Group Web

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Edit a Saved View Web

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Users with 'Standard' level permission can only edit their own saved views. Users with 'Admin' level permission can edit their own views AND project views that are visible to everyone in the project.

Edit Information for Documents Web

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Users must be part of a permission group with the 'Edit Attributes' document permission enabled.

Edit Revisions Web

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Users must be part of a permission group with the 'Edit Attributes' document permission enabled.

Edit the Naming Standard Web

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Edit Upload Requirements Web

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Export Information Web

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Users can only export information for documents that they have access to through a permission group.

Import Field Options Web

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Users must also have 'Admin' level permission to the Company level Admin tool.

Manage Configurable Fieldsets and Default Fields Web

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Users must also have 'Admin' level permission to the Company level Admin tool. Note: Users with 'Admin' level permissions to Document Management tool can show or hide default field options within the tool's Configure Settings page.

Manage Users in a Permission Group Web

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Review a Document in a Workflow Web

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Users must also be added as an assignee for a workflow.

Search for and Filter Documents Web iOS Android

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Users can only find documents that they have access to through a permission group.

Set a Document Management Permission Group for a New User Web

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Users must have 'Admin' level permissions to the Project level Directory tool.

Share Documents in a Correspondence Item Web

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Users must have 'Standard' or 'Admin' level permissions on the item's correspondence type. OR 'Read Only' level permissions on the item's correspondence type with the 'Create Item' granular permission enabled on the permissions template.

Start a Workflow for Documents Web

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Los usuarios también deben tener uno de los siguientes permisos:

  • El permiso pormenorizado "Puede iniciar Flujos de trabajo " para los Flujos de trabajo de gestión de documentos habilitados en la plantilla de permiso del proyecto.

  • Permisos de nivel "Administrador" en la herramienta Flujos de trabajo de nivel de empresa.

  • Permisos de nivel "Administrador" en la herramienta Directorio de nivel de proyecto ( Administrador de la empresa).

Submit Documents Web

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Users must be part of a Document Management tool permission group with the 'Submit New Files' permission enabled.

If a default workflow is applied in the tool settings, 'Start a Workflow' permission is also needed for non-Admin users.

Upload Documents Web

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Users must be part of a Document Management tool permission group with the 'Upload New Files' permission enabled.

View and Manage Document Permissions Web

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View Document Management Files in a Correspondence Item Web iOS Android

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Users must have 'Read Only' level permissions or higher on the correspondence type. Note: Depending on the correspondence item's status and privacy settings, users may also need to be assigned specific roles or granular permissions in order to view the item.

View Documents Web iOS Android

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Users can only view documents that they have access to through a permission group. Note: Users with 'Admin' level permissions to the Document Management tool can view all files that have been added to the 'Uploads' tab. Users with 'Standard' permission can only view the files that they have uploaded.

View Change History for Documents Web

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View Permission Groups Web

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