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Giving users in your organization access to Aconex for Outlook

Give your organization’s users access to Aconex for Outlook.

You can grant user access in two ways.

Bear in mind that when you give a role access to Aconex for Outlook, all users who already have that role will receive an email telling them they have access to it.

Creating a new user role

To create a new user role, follow our instructions for creating a new user role at the organization level.

Modifying an existing user role

To modify an existing user role:

  1. In the Aconex web application, go to Setup and select Configure User Role Settings.

  2. Scroll down to the Web Services API section.

  3. Find the row that reads Outlook Plugin.

  4. Find the user role column that you require, and select Grant from the dropdown.

  5. Click Save in the top-right corner of the page.

Granting access to Aconex for Outlook to a user role

Assigning users to a role you've created or modified

You may need to assign users to the role you've just created or modified, so that they have access to Aconex for Outlook. Once you do this, those users will receive an email from Aconex that guides them through the process of getting started with Aconex for Outlook.

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