Giving users in your organization access to Aconex for Outlook

Give your organization’s users access to Aconex for Outlook.

You can grant user access in two ways.

The first, and preferred method, is by giving users access by modifying an existing user role. Doing this means that all users who already have that role will then have access. You may still need to assign particular users to affected roles, so they can access the plugin.
The second is to create a new user role specifically giving users access to Aconex for Outlook, and then assign users to this role.

Creating a new user role

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

Modifying an existing user role

To modify an existing user role:

In the Aconex web application, go to Setup and select User Role Configuration.
Scroll down to the Mails section.
Find the row that reads Access via Outlook Plugin.
Find the user role column that you require, and select Grant from the dropdown.
Click Save in the top-right corner of the page.

Assigning 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 Aconex for Outlook. They can then follow the steps to download and install Aconex for Outlook on their computer.

High Compliance Environment Help Center

Giving users in your organization access to Aconex for Outlook

Creating a new user role

Modifying an existing user role

Assigning users to a role you've created or modified