You are here

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

SettingBasicBasic+Document AdminProject AdminOrganization Admin

Administration

Create a guest userN/AN/AGrantGrantGrant
Create a new userN/AN/AN/AN/AGrant
Edit all users informationN/AN/AN/AN/AGrant
Edit organization informationN/AN/AN/AN/AGrant
Edit own user informationGrantGrantGrantGrantGrant
Edit role secured asset settingsN/AN/AN/AN/AGrant
Edit user level access protocol preferencesGrantGrantGrantGrantGrant
Edit user level session time durationGrantGrantGrantGrantGrant
Edit users role settingsN/AN/AN/AN/AGrant

Cross project

Perform Cross Project SearchN/AN/AN/AN/AN/A

Viewer

Mark up files using viewerGrantGrantGrantGrantGrant
View files using viewerGrantGrantGrantGrantGrant

Documents

General

Create a transmittalN/AGrantGrantGrantGrant
Edit document confidentialityN/AN/AGrantGrantGrant
Manually update transmittal attachmentsN/AN/AGrantGrantGrant
Mark documents as No Longer in UseN/AN/AN/AN/AN/A
Restore historical document to current versionN/AN/AGrantGrantGrant
Run auto-update transmitted documentsN/AN/AGrantGrantGrant
Supersede a documentN/AGrantGrantGrantGrant
Unlock any documentN/AN/AN/AGrantGrant
Upload new documentsN/AN/AGrantGrantGrant
Sharing
Share a documentN/AN/AGrantGrantGrant
Share document to allN/AN/AN/AGrantGrant

Folders

Link document to folderN/AN/AGrantGrantGrant
Manage foldersN/AN/AGrantGrantGrant

Print Requests

Create print requestsN/AN/AGrantGrantGrant
View print requestsGrantGrantGrantGrantGrant

Bulk Processing

Bulk processingN/AN/AGrantGrantGrant

Searches

Edit/delete shared saved searchesN/AN/AGrantGrantGrant
Search document registerGrantGrantGrantGrantGrant
Share saved searchesN/AN/AGrantGrantGrant

Reports

Run a transmittal history reportGrantGrantGrantGrantGrant

Mails

General

Configure user notification attachments size limitN/AN/AN/AGrantGrant
Configure user notification typeGrantGrantGrantGrantGrant
Create mailGrantGrantGrantGrantGrant
View organization's project mailGrantGrantGrantGrantGrant

Searches

Edit/delete shared saved searchesN/AN/AGrantGrantGrant
Share saved searchesN/AN/AGrantGrantGrant

Mail Approvals

Can be made a mail approverGrantGrantGrantGrantGrant
Configure mail approvals for organizationN/AN/AN/AN/AGrant
Configure mail approvals for projectsN/AN/AN/AGrantGrant

Tenders

Create a tender addendumN/AN/AN/AN/AGrant
Create a tender invitationN/AN/AN/AN/AGrant
Create a tender responseN/AN/AN/AN/AGrant
View organization's tendersN/AN/AN/AN/AGrant

Workflows

Create/edit a workflow templateN/AN/AGrantGrantGrant
Edit/delete shared saved searchesN/AN/AGrantGrantGrant
Initiate a workflowN/AN/AGrantGrantGrant
Review a workflowN/AGrantGrantGrantGrant
Share saved searchesN/AN/AGrantGrantGrant
Workflow administratorN/AN/AGrantGrantGrant

Projects

Add project participants via project listN/AN/AGrantGrantGrant
Configure Access ControlN/AN/AN/AN/AGrant
Create a projectN/AN/AN/AN/AN/A
Edit project password and session settingsN/AN/AN/AN/AGrant
Edit project settingsN/AN/AN/AGrantGrant
View project participants via project listN/AN/AN/AGrantGrant

Directory

Edit directory visibilityN/AN/AN/AN/AGrant
View Global DirectoryGrantGrantGrantGrantGrant

Additional role settings

Extra, optional modules may be available on your project. If so, the following settings will apply by default.

SettingBasicBasic+Document AdminProject AdminOrganization Admin

Supplier Documents

Edit/delete shared saved searchesN/AN/AN/AN/AGrant
Share saved searchesN/AN/AN/AN/AGrant
Supplier Documents administratorN/AN/AN/AN/AGrant

Web Services API

Outlook PluginN/AN/AN/AN/AN/A
Perform Web Services APIGrantGrantN/AN/AGrant

Reports

View reportsN/AN/AGrantN/AGrant

Connected BIM

Access BIMGrantGrantGrantGrantGrant
Create model stackN/AN/AGrantGrantGrant

How do I manage user roles?

Related articles

Was this article helpful?

Thanks. A ticket has been opened with the Support Central team.