Give users in your organization access to the Aconex Reports module

Give your organization’s users access to Aconex Reports.

You can grant Reports access to users in two ways.

The first, which we recommend, is to create a new user role specifically to give users access to Aconex Reports, then assign users to it.

You can also modify an existing user role to give users access, but since all users with that role may not need access to Reports, this may not be ideal. You may then need to assign particular users to affected roles, so they can access Reports.

Tip!

Make sure your organization has access to Reports before you begin. Contact us if you're not sure.

To create a new user role

To create a new user role, follow our instructions for creating a new user role at the organization level.

To modify a user role

To modify an existing user role:

  1. In the Aconex web application, go to Setup and select Configure User Role Settings.

  2. Scroll down to the Reports section.

  3. In the View Reports row, find the user role column that you require, and select Grant from the dropdown.

  4. Click Save in the top-right corner of the page.

To assign users to a role you've created or modified

You may need to assign users to the role you've just created or modified, so that they have access to Reports.

 

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