Use Access Control to prevent users in your organization from accessing certain types of documents.
Access Control involves creating groups of users and using rules to restrict their access to certain documents in your organization's document register.
You can prevent certain users from:
When you restrict access to a document type, document field, or project field using Access Control the following will occur:
If the user | Then this will occur |
Uploads a document | The restricted document type or field will not be able to be used when they upload their document. |
Updates a document | The restricted document type or field will not be able to be used when they update their document. |
Searches for a document | The document type or field will be available to select in the search filters. However, no results will display. |
Access Control is ideal to control access to documents on complex projects, or in large organizations.
Your Organization Administrator may need to grant this permission to your user role.
If you apply Access Control rules to restrict a user's access to a document, these are respected in Aconex Mail. So while a transmittal can be seen by another user, they cannot see the document if access rules apply to them.
If an organization is unwilling to send documents via transmittal (and sends them as file attachments), you must ensure that these mails are marked confidential. File attachments cannot be restricted.
Consider taking these steps as a workaround.
Following these steps reduces, but does not remove, the risk that documents can be accessed.
The first step, when you want to start using Access Control, is to set up user groups.