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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.

SettingBasicBasic+Document AdminProject AdminOrg 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 session time durationGrantGrantGrantGrantGrant
Edit users role settingsN/AN/AN/AN/AGrant

Viewer

Mark up files in a Document Review processN/AGrantGrantGrantGrant
Mark up files in the Document RegisterN/AGrantGrantGrantGrant
View files using viewerGrantGrantGrantGrantGrant

External Integrations

Use office onlineN/AN/AN/AN/AGrant

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/AGrant
Restore historical document to current versionN/AN/AGrantGrantGrant
Run auto-update transmitted documentsN/AGrantGrantGrantGrant
Supersede a documentN/AGrantGrantGrantGrant
Unlock any documentN/AN/AGrantGrantGrant
Upload new documentsN/AN/AGrantGrantGrant

Related Items

Manage related itemsN/AN/AN/AN/AGrant

Print Requests

Create print requestsN/AN/AGrantGrantGrant
View print requestsGrantGrantGrantGrantGrant
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

Third Party Services

BoxN/AN/AN/AN/AGrant
DropboxN/AN/AN/AN/AGrant

Mails

General

Allow setting of mail number prior to sendN/AN/AGrantGrantGrant
Configure user notification attachments size limitGrantGrantGrantGrantGrant
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/Bids

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/AGrantGrantGrantGrant
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/AGrantGrant
Configure Mail Distribution RulesN/AN/AN/AGrantGrant
Configure mail formsN/AN/AN/AGrantGrant
Create and edit project fieldsN/AN/AN/AGrantGrant
Edit Field PermissionsN/AN/AN/AGrantGrant
Edit document select-list values inlineN/AN/AGrantGrantGrant
Edit project password and session settingsN/AN/AN/AGrantGrant
Edit project settingsN/AN/AN/AGrantGrant
View project participants via project listN/AN/AGrantGrantGrant

Directory

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

Supplier Documents

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

Web Services API

Outlook PluginN/AN/AN/AN/AGrant
Perform Web Services APIN/AN/AN/AN/AGrant

Reports

View ReportsGrantGrantGrantGrantGrant

Models

Access BIMGrantGrantGrantGrantGrant
Create Model StackN/AN/AGrantGrantGrant

Design Issues Register

Create IssueGrantGrantGrantGrantGrant
Create setsN/AGrantGrantGrantGrant

Packages

Create a PackageN/AN/AGrantGrantGrant
Edit/delete shared saved searchesN/AN/AGrantGrantGrant
Send a PackageGrantGrantGrantGrantGrant
Share saved searchesN/AN/AGrantGrantGrant

Mobile Apps

Access via mobile appsGrantGrantGrantGrantGrant

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