Comment fonctionnent les autorisations dans l'outil Gestion de documents ?
Contexte
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.
Important
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.Réponse
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.
Détails
Remarque
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Action based permissions ('Upload New Files' and 'Submit New Files') are assigned within a permission group.
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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.
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Document attributes are selected when a permission group should only have access to specific documents.
The different types of permissions used are explained below:
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Autorisations générales des outils
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Groupes d'autorisations
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Autorisations de document
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Autorisations de flux de travail
Autorisations générales des outils
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.
Groupes d'autorisations
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:
Autorisations de chargement et de soumission
Permission groups have two action based permissions to control who can upload and submit documents to the project:
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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. -
Soumettre de nouveaux fichiers
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'.
Important
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Pour charger des fichiers dans l'outil, un utilisateur doit être ajouté à un groupe d'autorisations Gestion des documents pour lequel l'autorisation « Charger de nouveaux fichiers » est activée (illustrée dans l'image ci-dessous). L'autorisation de niveau « Admin » dans l'outil Gestion de documents seul n'autorise PAS le chargement de fichiers.
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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.
Types d’autorisation et accès aux documents
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).
Remarque :
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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.
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Si un utilisateur est ajouté à plusieurs groupes d’autorisations, les autorisations de niveau le plus élevé sont respectées. Par exemple, si un utilisateur existe dans un groupe d’autorisations qui a la possibilité de « Charger de nouveaux fichiers », mais qu’il est ajouté à un autre groupe sans autorisation de chargement, il peut toujours charger des fichiers dans l’outil.
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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.
Autorisations de document
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.
Autorisations de flux de travail
Important
Workflow Permissions are only relevant if your organization is using the Workflows tool in Procore.En plus d'être ajoutées à un groupe d'autorisations, les actions liées aux flux de travail dans l'outil Gestion de documents peuvent nécessiter des autorisations dans les zones suivantes dans Procore:
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Autorisations générales pour l'outil Gestion des documents du projet et l'outil Flux de travail au niveau entreprise.
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Autorisations granulaires activées pour les « Flux de travail de gestion des documents » dans un modèle d'autorisation de projet. Voir Accorder des autorisations granulaires dans un modèle d'autorisations de projet.
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Permissions set in the Configure Settings page of the Document Management tool. See Configure Settings: Document Management and View and Manage Workflow Permissions in the Document Management Tool.
Autorisations granulaires de flux de travail (modèle d'autorisation de projet)
Le tableau ci-dessous répertorie les autorisations granulaires qui peuvent être accordées aux utilisateurs dans un modèle d'autorisations de projet.
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Nom de l’autorisation granulaire |
Description de l’autorisation granulaire |
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Consulter les modèles de flux de travail |
Grants users the privilege to view the template of a document with a custom workflow. |
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View Complete Workflow History |
Grants users the privilege of viewing a custom workflow's entire history. |
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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. |
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Can Be Workflow Manager |
Grants users the privilege of acting as a workflow manager for documents on the project. |
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Can Start Workflows |
Grants users the privilege of starting custom workflows for documents in the project. |
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Configure Workflow Templates |
Grants users the privilege of configuring custom workflow templates for documents in the project. |
Autorisations de flux de travail (page Configurer les paramètres de l'outil Gestion de documents)
Important
The 'Workflows' tab of the Configure Settings page is only visible if your organization is using the Workflows tool in Procore.
Voir aussi
- How does the SharePoint integration work in the Document Management tool?
- Puis-je utiliser le champ « Statut » de l’outil Gestion de documents pour suivre l’objectif d’un document tel que décrit dans les normes ISO ?
- Comment Procore décide-t-il quelle version de document est la plus récente dans l’outil de gestion de documents ?