Why should I create user roles at the project level?
As the Organization Administrator, user roles are an important way for you to manage who can access what in Aconex.
Organization level and project level - what's the difference?
You can create or modify two different types of user roles:
- organization level, and
- project level.
Organization-level user roles are how you will manage most of your organization's permissions in Aconex. When you make a change to an organization-level user role, it applies to every project your team is working on.
If you need to change a user’s permissions for one specific project, create a user role at the project level. Project-level user role settings will override any organization-level settings. But just for the specific project.
What settings can I change at the project level?
Unless you've been restricted by the Project Administrator, you can change the following settings:
Administration
- Edit role secured asset settings
- Edit user role settings
Viewer
- Mark up files using viewer
Documents
General
- Create a transmittal
- Mark documents as No longer in use
- Restore historical document to current version
- Run auto-update transmitted documents
- Supersede a document
- Upload new documents
Bulk processing
-
Bulk process
Searches
- Search document register
General
- Create mail
- View organization’s project mail
Mail approvals
-
Can be made a mail approver
Tenders
- Create a tender addendum
- Create a tender invitation
- Create a tender response
Workflows
- Create/edit a workflow template
- Initiate a workflow
- Workflow administrator
Projects
- Configure Access Control
- Edit project settings
Supplier Documents
- Supplier Documents administrator
Web Services API
- Perform Web Services API
Reports
- View Reports
Models/Connected BIM
- Access BIM
- Create Model Stack