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Give users in your organization permission to create and manage Supplier Documents requests

As the Org Admin, you can give users in your organization access to create Supplier Documents packages.
  1. Click Setup.
  2. Click Configure User Role Settings.

If you need to provide access for one particular project

  1. Click on the Project tab.
The Project tab

You'll be creating a project-level user role. Not sure what we mean? Find out more here - Why would I create a user role at the project-level?.

  1. Select the project the users need administrator access for.
  2. Click Create Role.
Clicking Create Role
  1. Give the new role a meaningful name.
    You can automatically assign this role to new project members.
Giving the user roles a name
  1. Click Save.
  2. Your new user role will appear.
    Scroll down to Supplier Documents.
  3. For Supplier Documents Administrator select Grant.
  4. Click Save.
  5. Click the Assign User Roles button.
The supplier documents area
  1. Select the members of your project who should be assigned this role.
  2. Click Save.

What will these users be able to do?

They can now create and administer Supplier Documents requests.

Learn more about using Supplier Documents.

Permission granted

If you need to use Supplier Documents Administrator function but it isn’t available for your project, please contact the Aconex Service Desk.

If you need to provide access for all projects

  1. Check that the Organization tab is selected.
  2. You can either create a new user role specifically for Supplier Documents, or modify an existing user role.
    Need step-by-step instructions for creating or editing a user role? Read through Manage user roles in your organization.
  3. Scroll down to Supplier Documents.
  4. Select Grant for Supplier Documents Administrator.
  5. If you'd like to give users permission to save, share, edit and delete their Supplier Documents searches, select grant for these two options as well.
     
Supplier Docs Granted
  1. Click Save.

If you've created a new user role, you'll now need to assign the user role to users.
Need step-by-step instructions? Read through Add or remove someone from a user role.

If you've modified an existing user role, the changes will automatically apply to all people with the user role.

What will these users be able to do?

On any project using Supplier Documents they will be able to create and manage requests using Supplier Documents.
If you granted access to all Supplier Documents settings they will also be able to:

  • Save any common searches they conduct on the Supplier Documents register
  • Share these searches with other team members.

Learn more about using Supplier Documents.

Setting permissions at the organization level

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