为新用户设置文档管理权限组

Regional availability

The Document Management tool is available in select countries. It is not yet available for Procore accounts in the U.S. To learn more, please reach out to your Procore point of contact.

背景

将新用户添加到项目目录工具时,你可以选择为他们分配文档管理工具权限组,以便他们自动应用适当的权限。请参阅权限如何在文档管理工具中发挥作用?

需要考虑的事项

  • 所需的用户权限:

    • 项目级别目录工具的"管理员"级别权限。

  • 其他信息:

    • 目前,只能在项目级别目录工具(不是公司级别目录或权限工具)中添加新用户时设置权限组。

    • 向项目级别目录工具批量添加用户时,无法设置权限组。请参阅将用户和公司批量添加到项目目录

Steps

  1. Navigate to the Project level Directory tool.

  2. Click Add User.

  3. Enter the necessary information for the new user. See Add a User Account to the Project Directory for more details.

  4. Click the Document Permission Group drop-down menu and select the permission group you want to set for the new user.
    Note: The groups populate based on the permission groups that exist in the project's Document Management tool. See View Permission Groups for the Document Management Tool.

  5. Click Add.
    The user is automatically added to the project's Directory with the selected permission group applied for the Document Management tool.

See Also

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