The Company level Workflows tool is available for certain Procore accounts and integrates with the Document Management tool. To learn more about the Workflows tool, see About the Workflows Tool.
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.
In Procore, the term granular permissions refers to task-based privileges that can be granted to users with 'Read Only' or 'Standard' level permissions on certain tools through the users' assigned In Procore, a Permissions Template is a set of_role-based permissions_ that can be assigned to one or more Procore users. The permission settings in a template define what actions users can perform and what information they can view in each Procore tool.
The table below shows the granular permissions that are available for Document Management Workflows.
Granular Permission Name | Granular Permission Description |
|---|---|
View Workflow Templates | Grants users the privilege to view the template of a document with a custom workflow. |
View Complete Workflow History | Grants users the privilege of viewing a custom workflow's entire history. |
View Previous Step History Only | Grants users the privilege of viewing a document workflow's previous step when they are a participant in the workflow. |
Can Be Workflow Manager | Grants users the privilege of acting as a workflow manager for documents on the project. |
Can Start Workflows | Grants users the privilege of starting custom workflows for documents in the project. |
Configure Workflow Templates | Grants users the privilege of configuring custom workflow templates for documents in the project. |
Loading related articles...