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.
The table below lists the settings for each of the five default Aconex user roles. Note that your Project or Organization Admins can change these settings and create additional user roles, so the ones used by your organization may differ to the ones shown here. For more information on roles see Aconex user roles and managing user roles for your organization.
| Permission Category | Permission Asset | Basic | Basic+ | Document Admin | Project Admin | Org 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 session time duration | Grant | Grant | Grant | Grant | Grant | |
| Edit users role settings | N/A | N/A | N/A | N/A | Grant | |
Viewer | ||||||
| Mark up files in a Document Review process | N/A | Grant | Grant | Grant | Grant | |
| Mark up files in the Document Register | N/A | Grant | Grant | Grant | Grant | |
| View files using viewer | Grant | Grant | Grant | Grant | Grant | |
External Integrations | ||||||
| Use office online | N/A | N/A | N/A | N/A | 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 | Grant | |
| Restore historical document to current version | N/A | N/A | Grant | Grant | Grant | |
| Run auto-update transmitted documents | N/A | Grant | Grant | Grant | Grant | |
| Supersede a document | N/A | Grant | Grant | Grant | Grant | |
| Unlock any document | N/A | N/A | Grant | Grant | Grant | |
| Upload new documents | N/A | N/A | Grant | Grant | Grant | |
Related Items | ||||||
| Manage related items | N/A | N/A | N/A | N/A | Grant | |
Print Requests | ||||||
| Create print requests | N/A | N/A | Grant | Grant | Grant | |
| View print requests | Grant | Grant | Grant | Grant | Grant | |
| 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 | |
Third Party Services | ||||||
| Box | N/A | N/A | N/A | N/A | Grant | |
| Dropbox | N/A | N/A | N/A | N/A | Grant | |
Mails | ||||||
General | ||||||
| Allow setting of mail number prior to send | N/A | N/A | Grant | Grant | Grant | |
| Configure user notification attachments size limit | Grant | Grant | Grant | 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/Bids | ||||||
| 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 | Grant | 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 | Grant | Grant | |
| Configure Mail Distribution Rules | N/A | N/A | N/A | Grant | Grant | |
| Configure mail forms | N/A | N/A | N/A | Grant | Grant | |
| Create and edit project fields | N/A | N/A | N/A | Grant | Grant | |
| Edit Field Permissions | N/A | N/A | N/A | Grant | Grant | |
| Edit document select-list values inline | N/A | N/A | Grant | Grant | Grant | |
| Edit project password and session settings | N/A | N/A | N/A | Grant | Grant | |
| Edit project settings | N/A | N/A | N/A | Grant | Grant | |
| View project participants via project list | N/A | N/A | Grant | Grant | Grant | |
Directory | ||||||
| Edit directory visibility | N/A | N/A | N/A | N/A | Grant | |
| View Global Directory | Grant | Grant | Grant | Grant | Grant | |
Supplier Documents | ||||||
| Edit/delete shared saved searches | N/A | N/A | Grant | Grant | Grant | |
| Share saved searches | N/A | N/A | Grant | Grant | 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 | Grant | |
| Perform Web Services API | N/A | N/A | N/A | N/A | Grant | |
Reports | ||||||
| View Reports | Grant | Grant | Grant | Grant | Grant | |
Models | ||||||
| Access BIM | Grant | Grant | Grant | Grant | Grant | |
| Create Model Stack | N/A | N/A | Grant | Grant | Grant | |
Design Issues Register | ||||||
| Create Issue | Grant | Grant | Grant | Grant | Grant | |
| Create sets | N/A | Grant | Grant | Grant | Grant | |
Packages | ||||||
| Create a Package | N/A | N/A | Grant | Grant | Grant | |
| Edit/delete shared saved searches | N/A | N/A | Grant | Grant | Grant | |
| Send a Package | Grant | Grant | Grant | Grant | Grant | |
| Share saved searches | N/A | N/A | Grant | Grant | Grant | |
Mobile Apps | ||||||
| Access via mobile apps | Grant | Grant | Grant | Grant | Grant |