Resolving permission issues for your users
Example: Help Patrick to Upload documents
Patrick, one of your colleagues has been asked to Upload a document. He follows the steps outlined in the support article but he cannot see the Upload a new document option. He asks the Service Desk for help and they refer him to his organization administrator (that's you), with some steps to Assign User Roles.
Let's take a look at Patrick's permissions in Aconex.
From Setup > Assign User Roles we’ll search for Patrick.
We can see he is assigned two User Roles. ‘Basic’ and ‘Basic+’.
This doesn’t tell us much about the specific permissions Patrick has access to, so let's click on Configure User Role Settings to view the permissions that are granted to these roles.
We can see the permission Upload new documents is set as 'N/A' for both roles. In fact, he doesn't seem to have many permissions in Documents, as many are set as N/A (or Not Applicable). How do Grant, Deny and N/A work?
You have at least three options to resolve this problem:
Permissions in Aconex are often called ‘Secured Assets’ or ‘Permission Assets’.
Notice the 'Document Admin' role has the required permission set to Grant, along with other permissions that Patrick may need access to.
Let’s go with option 2 and assign him the 'Document Admin' role.
Click Assign User Roles to go back to the previous screen.
Tick the 'Document Admin' role and click Save.
Following option 1 would Grant permission to the Basic role and solve Patrick's issue, BUT we need to keep in mind this would also give permission for all users assigned the Basic role.