User Rights, Access and Permissions (OLD)
User Rights, Access and Permissions (OLD)
PERMISSIONS
ACONEX
INTRODUCTI
User rights are divided between security
groups.
ON
E a c h s e c u r i t y g r o u p d e fi n e s d i ff e r e n t s e t s o f
access rights.
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SOFTWARE IN USE
• Oracle Aconex
• Odoo
• Outlook
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ORACLE ACONEX
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SECURITY GROUPS / ACCESS RIGHTS
O R G A N I Z AT I O N A D M I N P R O J E C T A D•M IReview
N a workflow
• Edit own user information • Initiate a workflow
• • • Edit user level session time duration • Create/edit a workflow template
Create a new user Edit/delete shared saved searches
• • • Configure user notification type • Share saved searches
Edit all users information Manage related items
• • • Access via Mobile Apps • Edit/delete shared saved searches
Edit organization information View print requests
• • • Create a guest user • Workflow Administrator
Assign user roles Create print requests
• • • Configure user notification attachments size limit • Access Insights
Configure user roles Access Box
• • • View Global Directory • Access Reports
Edit own user information Access Dropbox
• • • View organization's project mail • Access Dashboards
Edit user level session time duration Access Office Online
• • • Create mail • Manage Processes
Configure user notification type View files using viewer
• • • Allow setting of mail number prior to send • Export Project Settings
Access via Mobile Apps Mark up files in a Document Review
• • Make sent mail your Response • Create and edit Project Fields
Create a guest user process
• • • Close-out organization's mail in any thread • Edit Project Field select-list values
Configure user notification attachments Mark up files in the document register
• • Share saved searches • Edit project settings
size limit Review a workflow
• • • Edit/delete shared saved searches • Edit project password and session settings
View Global Directory Initiate a workflow
• • • Can be made a mail approver • Configure mail forms
View organization's project mail Create/edit a workflow template
• • • Configure mail approvals for projects • Edit Field Permissions
Create mail Share saved searches
• • • Create a transmittal • Edit Document Field select-list values on
Allow setting of mail number prior to send Edit/delete shared saved searches
• • • Run a transmittal history report upload/update
Close-out organization's mail in any Workflow Administrator
• • Run auto-update transmitted documents • Configure Mail Distribution Rules
thread Access Insights
• • • Upload new documents • Manage Cascading Metadata
Share saved searches Access Reports
• • • Create placeholders • View Project Participants
Edit/delete shared saved searches Access Dashboards
• • • Edit document confidentiality • Control Project Directory Visibility
Can be made a mail approver Edit Document Field select-list values on
• • Update a document • Add users
Create a transmittal upload/update
• • • Manually update transmittal attachments • Remove Users
Run a transmittal history report View Project Participants
• • • Share upload profiles • Configure Access Control
Run auto-update transmitted documents Control Project Directory Visibility
• • • Access Bulk Processing • Access Models
Upload new documents Add users
• • • Unlock any document • Create Model Stack
Create placeholders Access Models
• • • Restore historical document to current version • Create Design Issues
Edit document confidentiality Create Model Stack
• • • Access organization's confidential documents • Create Issue Sets
Update a document Create Design Issues
• • • Search document register • Send a Package
Manually update transmittal attachments Create Issue Sets
• • • Share saved searches • Create a Package
Share upload profiles Send a Package
• • • Edit/delete shared saved searches • Share saved searches
Access Bulk Processing Create a Package
• • • Manage related items • Edit/delete shared saved searches
Unlock any document Share saved searches
• • • View print requests • Share saved searches
Restore historical document to current Edit/delete shared saved searches
• • Create print requests • Edit/delete shared saved searches
version Share saved searches
• • • View files using viewer • Supplier Documents Administrator
Mark documents as No Longer in Use Edit/delete shared saved searches
• • • Mark up files in a Document Review process
Search document register Supplier Documents Administrator
• Share saved searches
• Mark up files in the Document Register 5
SECURITY GROUPS / ACCESS RIGHTS
MANAGERS NON-MANAGERS T E N D E R C R E AT I O N SUPER USER
• Edit own user information • Edit own user information • Create a new user register
• Edit user level session time duration • Edit user level session time duration • View organization's tenders
• Edit all users • Access Box
• Configure user notification type • Configure user notification type • Create a tender response
information • Access Dropbox
• Access via Mobile Apps • Access via Mobile Apps • Create a tender invitation
• Edit organization • Access Office Online
• Configure user notification attachments size • View Global Directory • Create a tender addendum
information • View files using viewer
limit • Create mail • Assign user roles • Mark up files in a
• View Global Directory • Share saved searches • Configure user roles Document Review
• View organization's project mail • Create placeholders • Edit own user process
• Create mail • Search document register information • Mark up files in the
• Close-out organization's mail in any thread • Access Box • Edit user level session Document Register
• Share saved searches • Access Dropbox time duration • Review a workflow
• Can be made a mail approver • Access Office Online • Configure user • Initiate a workflow
• Create a transmittal • View files using viewer notification type • Access Dashboards
• Run a transmittal history report • Mark up files in a Document Review • Access via Mobile Apps • Access Models
• Run auto-update transmitted documents process • Create a guest user • Create Model Stack
• Upload new documents • Mark up files in the Document Register • View Global Directory • Send a Package
• Create placeholders • Review a workflow • View organization's • View organization's
• Update a document • Access Insights
• project mail tenders
Search document register • Access Reports • Create mail • Create a tender
• Access Box • Access Dashboards • Access organization's response
• Access Dropbox • Access Models confidential mail • Create a tender
• Access Office Online • Create Design Issues • Share saved searches invitation
• View files using viewer • Send a Package • Can be made a mail • Create a tender
• Mark up files in a Document Review process
• approver addendum
Mark up files in the Document Register
• Create a transmittal
• Review a workflow
• Run a transmittal history
• Initiate a workflow
• report
Access Insights
• Run auto-update
• Access Reports
• transmitted documents
Access Dashboards
• Upload new documents
• Access Models
• Create placeholders
• Create Model Stack
• Edit document
• Create Design Issues
• confidentiality
Create Issue Sets
• Update a document
• Send a Package
• Access organization's
confidential documents
• Search document 6
SUMMARY OF USER RIGHTS
Organization Admin: managing Aconex's settings for your organization
• configuring and assigning Aconex user roles to people working in your organization.
• Whoever registered your organization in Aconex became the Org Admin by default but this can be
changed.
Project Admin: Project Admins — there can be more than one — are responsible for managing the
way their project is run on Aconex.
Super User: Super users are integrated as stakeholders hence they have mostly all the user rights
however some technical rights are not given to super users based on their technical functionality.
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SUMMARY OF USER RIGHTS
Managers: can do all the things of a basic user, as well as transmit and supersede
documents. very limited rights, mostly view only. Difference with non-managers is that
managers can carry out transmittals and carry out confidential communication
Non-Managers: user role allows a user to create, view and manage mail, search the
document register and view the global directory.
Tenders: only have tender creating rights. No other rights are allocated to this
security group.
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THANK YOU
M i a n A h m a d S h a fi q e
E x e c u ti v e A s s i s t a n t t o
CEO
A h m a d . s h a fi q e @ d h a l t s . c o m