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Como as permissões funcionam na ferramenta Gestão de documentos?

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disponibilidade regional
A ferramenta Gestão de documentos está disponível para contas nos seguintes países: Reino Unido, Irlanda, Austrália e Nova Zelândia. Ainda não está disponível para contas Procore nos EUA. Para saber mais, entre em contato com seu ponto de contato do Procore.

Histórico

Instead of needing to manually set permissions for a folder or document, the Document Management tool uses a combination of different permissions and settings to streamline access to documents and determine who can take certain actions in the tool. Users can have either 'Standard' or 'Admin' permissions for the Document Management tool itself, but will need to be added to permission groups in order to view specific types of documents and upload or submit files.

 Importante
Company level Administrators will not automatically have access to items in the Document Management tool. Admins need to belong to the correct permission group to access, upload, and submit files in the Document Management tool.

Resposta

The Document Management tool uses two permission levels: General Procore tool permissions to grant access to the tool itself and flexible permission groups to grant access to individual document revisions based on their attributes.

Permission groups can be created for different user roles or companies on the project, and you can set specific rules to automatically control which document revisions these groups have access to and at what level they should have access (e.g. Viewer, Owner, or Admin). Permissions can be further customized on the Permissions tab of the Configure Settings page and within permission templates for the Workflows tool.

Pdm Permissions Tab

Detalhes

 Obs.

  • Action based permissions ('Upload New Files' and 'Submit New Files') are assigned within a permission group.

  • A permission type ('Admin', 'Owner', Viewer') is selected for each permission group to determine the type of access that will be granted to the group. The actions available to these types are specified in the 'Document Permissions' section. See View and Manage Document Permissions.

  • Document attributes are selected when a permission group should only have access to specific documents.

The different types of permissions used are explained below:

  • Permissões gerais de ferramenta

  • Grupos de permissões

  • Permissões de documento

  • Permissões de fluxo

Permissões gerais de ferramenta

Since access to documents are mostly managed with permission groups that are assigned access automatically based on specific document attributes, 'Read Only' permissions do not exist for the tool. 'None' permissions can be assigned to users who don't need access to any documents within the Document Management tool.

In general, only users who need to manage document and permission settings, view all uploaded files on the 'Uploads' tab, and create Project Saved Views should be assigned 'Admin' permission to the Document Management tool. Additional permissions, such as the ability to upload and submit files, are granted through permission groups (see the Permission Groups section below). For a list of actions that users can take with the appropriate permissions, see the Document Management Permissions Matrix.

2024 08 09 General Workflows Tool Permissions

Grupos de permissões

Permission groups, which are created and managed by 'Admin' level users in the tool's Configure Settings page, are used to control additional permissions for project team members. See Create a Permission Group for the Document Management Tool.

After you add people or groups to a permission group, you'll be able to customize the permissions as explained below:

Fazer upload e enviar permissões

Os grupos de permissão têm duas permissões baseadas em ações para controlar quem pode fazer upload e enviar documentos para o projeto:

  • Upload New Files: Grants the ability to upload local files or natively link files directly from a connected Microsoft SharePoint account using the Link from SharePoint button.
    Note: SharePoint file linking is restricted to internal project-company directory employees; external collaborators cannot link SharePoint sites even if they possess upload permissions.

  • Enviar novos arquivos

Upload Submit Permissions

If you want to allow certain users to upload files and complete information, but have someone else submit files, you can enable the 'Upload New Files' permission and disable 'Submit New Files'.

 Importante

  • Para fazer upload de arquivos para a ferramenta, é necessário adicionar um usuário a um grupo de permissões da Gestão de documentos que tenha a permissão “Fazer upload de novos arquivos” habilitada (apresentado na imagem abaixo). A permissão de nível “Administrador” apenas para a ferramenta Gestão de documentos NÃO concede a capacidade de fazer upload de arquivos.

  • Permission groups do not apply to files on the 'Uploads' tab. Users with 'Admin' permissions to the Document Management tool can view all files that have been uploaded to the Uploads tab, while users with 'Standard' level permissions can only view files that they uploaded.

Tipos de permissão e acesso a documentos

When creating or editing a permission group, you can click Grant Permissions to customize document permissions for the group.

You'll need to select one of three permission types ('Admin', 'Owner', or 'Viewer') for the group, and then choose whether these permissions should apply to all documents in the tool, or only documents with certain attributes (such as Type or Status).Grant Permission Panel

Obs.:

  • The actions available to the three document permission types are listed and managed in the 'Document Permissions' section of the Permissions tab. See View and Manage Document Permissions in the Document Management Tool.

  • Se um usuário for adicionado a mais de um grupo de permissão, as permissões de nível mais alto serão respeitadas. Por exemplo, se um usuário existir em um grupo de permissão que tenha a capacidade de "Fazer upload de novos arquivos", mas for adicionado a um grupo diferente sem permissão para fazer upload, ele ainda poderá fazer upload de arquivos para a ferramenta.

  • Permissions can be controlled further in the 'Document Permissions' and 'Workflow Permissions' sections of the Permissions tab, as explained below.

For more information on creating and assigning permission groups, see Create a Permission Group for the Document Management Tool and additional permission group tutorials on the Tutorials page.

Permissões de documento

The 'Document Permissions' section of the Document Management tool's Configure Settings page is where you can customize the actions people and groups can perform on documents that they have access to (that are not in a workflow). See View and Manage Document Permissions in the Document Management Tool.

The documents that these permission levels can view or manage are specified when creating or editing a permission group.

Dm Document Permissions

Permissões de fluxo

 Importante
Workflow Permissions are only relevant if your organization is using the Workflows tool in Procore.

Além de serem adicionadas a um grupo de permissões, as ações relacionadas aos fluxos na ferramenta Gestão de documentos podem exigir permissões nas seguintes áreas no Procore:

Permissões granulares de fluxo (modelo de permissões do projeto)

A tabela abaixo lista as permissões granulares que podem ser concedidas aos usuários em um modelo de permissões do projeto.

Nome da permissão granular

Descrição da permissão granular

Visualizar modelos de fluxo

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.

Visualizar apenas o histórico da etapa anterior

Concede aos usuários o privilégio de visualizar a etapa anterior de um fluxo de documento quando eles participam do fluxo.

Pode ser gerente de fluxo

Concede aos usuários o privilégio de atuar como um gerente de fluxo para documentos no projeto.

Pode iniciar fluxos

Concede aos usuários o privilégio de iniciar fluxos personalizados para documentos no projeto.

Configurar modelos de fluxo

Concede aos usuários o privilégio de configurar modelos de fluxo personalizado para documentos no projeto.

Permissões de fluxo (página Configurar definições da ferramenta Gestão de documentos)

 Importante
The 'Workflows' tab of the Configure Settings page is only visible if your organization is using the Workflows tool in Procore.

Dm Workflow Permissions

Não deixe de conferir