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Objective
To manage the permission settings on a file or folder stored in the Company level Documents tool.
Background
If you are your company's Procore Administrator of if you have been granted 'Admin' permission on the company's Documents tool, you can use the Steps below to manage permission settings for your Company level files and folders.These settings allow you to grant or deny user access permission to your company level files and folders.
Things to Consider
- Required User Permissions:
- To manage permissions for files and folders in the Company level Documents tool, 'Admin' permissions on theCompany level Documents tool.
- To view 'Private' files and folders in the Company level Documents tool, 'Read Only' or 'Standard' level permission on the company's Documents tool and you must be granted access to the files or folders.
- To view 'Private' files and folders that you uploadedto the Company level Documents tool, 'Standard' or 'Admin' permissions on the Company level Documents tool.
- IMPORTANT!If the 'Documents and Folders Private by Default' configuration setting is disabled (see Configure Advanced Settings: Company Documents) and you are a user with 'Standard' level permission on the Documents tool, you can create new Sharedfolders and files at the Company level. However, auser with 'Admin' level permission can revoke your access permission to these files at anytime by changing the file or folder permission setting to Private.
- Additional Information:
- Whenyou mark a folder as Private, all of its files and folders inherit thepermission settingof the parent folder and become Private.
Note:You cangrant access tospecific users or groups as outlined in the steps below. - Users must have 'Read Only' or higher permissions on the Company level Documents tool in order to be granted access to folders or files.
- Whenyou mark a folder as Private, all of its files and folders inherit thepermission settingof the parent folder and become Private.
Steps
- Navigate to theDocuments tool.
- Select the file or folder you want to managepermissions for.
- If the Information panel is not already open, click the info
icon. - Click Permissions.
- The following actions are available:
- If you want to make the file or folder Private, mark the checkbox next to Make Private.
- If you want to make the file or folder Public, clear thecheckbox next to Make Private.
Note: Ifaparent folder is marked as Private, all files or folders in that folder are automatically Private. Private files and folders can only be accessed by 'Admin' level users OR users who havethe 'Access Private Folders and Files'granular permission enabled on their permission template.
Important! In order for users to be able to access the private file or folder,youwill need toselect themin the Manage Permissions window for the file or folder and its parent folder.After a user has permissions to a parent folder, they will automatically have permissions to folders and files within that parent folder. - If the file or folder is already Private and you want to manage which users can view it:
- Click Manage Permissions.
- Select whichusers,permissions groups, and distribution groups you want to grant access to:
- Mark the checkboxes next to those you want to grant access to.
- Clear the checkboxes next to those you want toremoveaccess from.
- Click Updateto save thepermission settingsfor thefile or folder.
- Click Manage Permissions.
- If you want to make the file or folder Private, mark the checkbox next to Make Private.
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