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在项目级别文档工具中更改文件夹或文件的权限设置

  1. 最后更新
  2. 另存为PDF

目标

管理项目级别文档工具中的文件或文件夹的权限设置。

背景

如果你是 Procore 管理员或项目经理，你可能希望将某些文件和文件夹在文档工具保存为“私密”，以便只有某些用户能够查看和访问它们。例如，你可能希望将包含敏感预算或合同信息的文件或文件夹设为“私密”。
重要提示！任何拥有文档工具的“管理员”权限的用户都可以将文件设为私密或公开。

需要考虑的事项

  • Required User Permissions:
    • To manage permissions for files and folders:
      • 'Admin' level permission on the project's Documents tool.
        OR
      • 'Standard' or 'Read Only' level permission on the project's Documents tool with the 'Set Permissions' granular permission enabled on the permission template.
  • Additional Information:
    • Users must have 'Read Only' or higher permissions on the project's Documents tool in order to be given access to folders or files.

视频

 

步骤

  1. Navigate to the Documents tool.
  2. Select the file or folder you want to manage permissions for.
  3. If the Information panel is not already open, click the info icon-info2.png icon. 
  4. Click Permissions. 
  5. The following actions are available:
    • If you want to make the file or folder Private, mark the checkbox next to Make Private.
      permissions-make-private-checkbox.png
       
    • If you want to make the file or folder Public, clear the checkbox next to Make Private.
      Note: If a parent 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 have the '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, you will need to select them in 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:
      1. Click Manage Permissions. 
        manage-document-permissions.png
      2. Select which users, 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 to remove access from.
      3. Click Update to save the permission settings for the file or folder.

另请参阅