Default user role settings
At the start of your project there will be five user roles available in Aconex. We've listed the settings for each of these here.
Default settings
| Setting | Basic | Basic+ | Document Admin | Project Admin | Organization Admin |
|---|---|---|---|---|---|
Administration | |||||
| Create a guest user | N/A | N/A | Grant | Grant | Grant |
| Create a new user | N/A | N/A | N/A | N/A | Grant |
| Edit all users information | N/A | N/A | N/A | N/A | Grant |
| Edit organization information | N/A | N/A | N/A | N/A | Grant |
| Edit own user information | Grant | Grant | Grant | Grant | Grant |
| Edit role secured asset settings | N/A | N/A | N/A | N/A | Grant |
| Edit user level access protocol preferences | Grant | Grant | Grant | Grant | Grant |
| Edit user level session time duration | Grant | Grant | Grant | Grant | Grant |
| Edit users role settings | N/A | N/A | N/A | N/A | Grant |
Cross project | |||||
| Perform Cross Project Search | N/A | N/A | N/A | N/A | N/A |
Viewer | |||||
| Mark up files using viewer | Grant | Grant | Grant | Grant | Grant |
| View files using viewer | Grant | Grant | Grant | Grant | Grant |
Documents | |||||
General | |||||
| Create a transmittal | N/A | Grant | Grant | Grant | Grant |
| Edit document confidentiality | N/A | N/A | Grant | Grant | Grant |
| Manually update transmittal attachments | N/A | N/A | Grant | Grant | Grant |
| Mark documents as No Longer in Use | N/A | N/A | N/A | N/A | N/A |
| Restore historical document to current version | N/A | N/A | Grant | Grant | Grant |
| Run auto-update transmitted documents | N/A | N/A | Grant | Grant | Grant |
| Supersede a document | N/A | Grant | Grant | Grant | Grant |
| Unlock any document | N/A | N/A | N/A | Grant | Grant |
| Upload new documents | N/A | N/A | Grant | Grant | Grant |
| Sharing | |||||
| Share a document | N/A | N/A | Grant | Grant | Grant |
| Share document to all | N/A | N/A | N/A | Grant | Grant |
Folders | |||||
| Link document to folder | N/A | N/A | Grant | Grant | Grant |
| Manage folders | N/A | N/A | Grant | Grant | Grant |
Print Requests | |||||
| Create print requests | N/A | N/A | Grant | Grant | Grant |
| View print requests | Grant | Grant | Grant | Grant | Grant |
Bulk Processing | |||||
| Bulk processing | N/A | N/A | Grant | Grant | Grant |
Searches | |||||
| Edit/delete shared saved searches | N/A | N/A | Grant | Grant | Grant |
| Search document register | Grant | Grant | Grant | Grant | Grant |
| Share saved searches | N/A | N/A | Grant | Grant | Grant |
Reports | |||||
| Run a transmittal history report | Grant | Grant | Grant | Grant | Grant |
Mails | |||||
General | |||||
| Configure user notification attachments size limit | N/A | N/A | N/A | Grant | Grant |
| Configure user notification type | Grant | Grant | Grant | Grant | Grant |
| Create mail | Grant | Grant | Grant | Grant | Grant |
| View organization's project mail | Grant | Grant | Grant | Grant | Grant |
Searches | |||||
| Edit/delete shared saved searches | N/A | N/A | Grant | Grant | Grant |
| Share saved searches | N/A | N/A | Grant | Grant | Grant |
Mail Approvals | |||||
| Can be made a mail approver | Grant | Grant | Grant | Grant | Grant |
| Configure mail approvals for organization | N/A | N/A | N/A | N/A | Grant |
| Configure mail approvals for projects | N/A | N/A | N/A | Grant | Grant |
Tenders | |||||
| Create a tender addendum | N/A | N/A | N/A | N/A | Grant |
| Create a tender invitation | N/A | N/A | N/A | N/A | Grant |
| Create a tender response | N/A | N/A | N/A | N/A | Grant |
| View organization's tenders | N/A | N/A | N/A | N/A | Grant |
Workflows | |||||
| Create/edit a workflow template | N/A | N/A | Grant | Grant | Grant |
| Edit/delete shared saved searches | N/A | N/A | Grant | Grant | Grant |
| Initiate a workflow | N/A | N/A | Grant | Grant | Grant |
| Review a workflow | N/A | Grant | Grant | Grant | Grant |
| Share saved searches | N/A | N/A | Grant | Grant | Grant |
| Workflow administrator | N/A | N/A | Grant | Grant | Grant |
Projects | |||||
| Add project participants via project list | N/A | N/A | Grant | Grant | Grant |
| Configure Access Control | N/A | N/A | N/A | N/A | Grant |
| Create a project | N/A | N/A | N/A | N/A | N/A |
| Edit project password and session settings | N/A | N/A | N/A | N/A | Grant |
| Edit project settings | N/A | N/A | N/A | Grant | Grant |
| View project participants via project list | N/A | N/A | N/A | Grant | Grant |
Directory | |||||
| Edit directory visibility | N/A | N/A | N/A | N/A | Grant |
| View Global Directory | Grant | Grant | Grant | Grant | Grant |
Additional role settings
Extra, optional modules may be available on your project. If so, the following settings will apply by default.
| Setting | Basic | Basic+ | Document Admin | Project Admin | Organization Admin |
|---|---|---|---|---|---|
Supplier Documents | |||||
| Edit/delete shared saved searches | N/A | N/A | N/A | N/A | Grant |
| Share saved searches | N/A | N/A | N/A | N/A | Grant |
| Supplier Documents administrator | N/A | N/A | N/A | N/A | Grant |
Web Services API | |||||
| Outlook Plugin | N/A | N/A | N/A | N/A | N/A |
| Perform Web Services API | Grant | Grant | N/A | N/A | Grant |
Reports | |||||
| View reports | N/A | N/A | Grant | N/A | Grant |
Connected BIM | |||||
| Access BIM | Grant | Grant | Grant | Grant | Grant |
| Create model stack | N/A | N/A | Grant | Grant | Grant |
How do I manage user roles?
Find out how to manage user roles for your organization.