Related articles

Add other organizations to Field

Assign and share issues and inspections with other organizations.

When adding other organizations to work with, decide if you want to assign or share issues and inspections with them. Those organizations also need to add your organization to work with them and decide if they want to share or assign issues they create to your organization.

For example, if your organization needs to assign issues to the Head Contractor or Main Contractor then you’ll need to add them as an organization you work with and check the box to assign issues.

  1. Log in to Aconex and navigate to Field > Settings.

  2. Click Organizations you work with in the left-hand menu to see a list of the external organizations that have been invited to your project.

Tip!

You need to be an Inspector Administrator or Project Administrator to see this option.

  1. Click the Add Organization button on the right.
  1. You'll see the Add an organization window. 
  2. Click the arrow to display the dropdown menu, then scroll and search for the organization's name in the dropdown list. Or type the first few letters of the organization's name in the field, and select from the list of suggestions that displays.
  1. Next, set permissions for the organization. Select:

Assign:

  • Issues – if you want to allow your inspectors to assign Issues to this organization.
  • Inspections - if you want to allow your inspectors to assign inspections to this organization.

Share:

  • Issues – if you want to allow this organization to view all Issues captured by your organization.
  • Inspections– if you want to allow this organization to view all Inspections captured by your organization.
  1. In the Add a contact box, type the first few letters of your main contact’s name. They'll appear in a suggestion list. Click on their name to add it to the Key contacts list. If you’re not sure of the contact's name click in the Add a contact field and press the space bar to see a list of all the names available for this organization. 
     

Tip!

If you are a Project Administrator for this project in Field, you are also able to assign roles (such as Inspector Admin) to users in other organizations.

  1. Repeat the process to add more names, or to remove a contact, click on the X next to the contact’s name. At any time during the project lifecycle, you’re able to add and remove key contacts, even after the organizations have been added.
     
  2. Click Save to save these details to the organization.

You'll see the updated Organizations you work with list, which includes the organization you just added.

What's next?

Was this helpful?