Giving users in your organization access to Aconex for Outlook
You can grant user access in two ways.
- The first, and preferred method, is to create a new user role specifically giving users access to Aconex for Outlook, and then assign users to this role.
- The second is by giving users access by modifying an existing user role. However, doing this means that all users who already have that role will then have access without needing it. You may still need to assign particular users to affected roles, so they can access the plugin.
Bear in mind that when you give a role access to Aconex for Outlook, all users who already have that role will receive an email telling them they have access to it.
Creating a new user role
To create a new user role, follow our instructions for creating a new user role at the organization level [1].
Modifying an existing user role
To modify an existing user role:
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In the Aconex web application, go to Setup and select Configure User Role Settings.
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Scroll down to the Web Services API section.
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Find the row that reads Outlook Plugin.
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Find the user role column that you require, and select Grant from the dropdown.
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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 [2], so that they have access to Aconex for Outlook. Once you do this, those users will receive an email from Aconex that guides them through the process of getting started with Aconex for Outlook.