Set It Up
Now that you've learned about permissions for the Document Management tool, you're ready to complete the following actions in Procore:
Action Items
Assign General Tool Permissions
Create Permission Groups
Manage Document Permission Levels
Note: Permissions related to Workflows will be covered in the next section of this guide.
1. Assign General Tool Permissions
Assign 'Standard' or 'Admin' level permissions to the Document Management tool for people who will need access to the tool. You can assign this permission for users and groups in a project permission template in the Permissions tool, or manually edit the permission for users in the Directory tool.
2. Create Permission Groups
Create permission groups for different permission types that you need and add people to them to automatically control their access to documents in the project.
3. Manage Document Permission Levels
Further control permission to documents by specifying which actions should be available to three different levels: Viewer, Owner, and Admin.
Note: This list is currently limited to controlling which levels should be able to edit document attributes, but additional customization will be introduced in the future.