Document access rules

In Pronto, all documents live within Folders, and Folder Permissions control who can access them.

To access a document, a user must:

1. Have the ‘view files’ permission
2. Have access to the Project where the document is stored
3. Have access to the specific folder where the document was uploaded

Folder permissions

Folder access is managed in two ways:

1. By permission profile

You can limit folder access by user role, such as:

• Operations Users
• Project Managers
• Accounts Users
• General Users
• Client Users
• Vendors

2. By direct invitation

You can invite users by name to a specific folder.

Note: Only users who are already invited to the Project can be invited to a Folder

This gives you flexible, layered control over who sees what, keeping sensitive files secure while enabling collaboration.