Use Access Control to restrict users' access to documents

Use Access Control to prevent users in your organization from accessing certain types of documents.

How it works

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:

  • searching documents
  • uploading documents
  • superseding documents.

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.

When should I use Access Control?

Access Control is ideal to control access to documents on complex projects, or in large organizations.

Required User Role Permission

  • Configure Access Control

Your Organization Administrator may need to grant this permission to your user role. 

Access Control and transmittals

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.

  1. The sending organization sets up a mailing group in the Project Directory.
  2. Ask the other organization to always use this mailing group when sending documents. This helps you control the recipient list for the documents.
  3. Ask the organization to always mark their mail as confidential when using this mailing group.

Tip!

Following these steps reduces, but does not remove, the risk that documents can be accessed.

Getting started with Access Control

The first step, when you want to start using Access Control, is to set up user groups.