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The table below gives an overview of these restrictions. 

 


Info

Please note that this page is a working document and may be subject to changes

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These may be different depending on whether you have custom configuration set up.


Project Configuration 

 Project Administrators have the following configuration privileges in set up and Live phases.

Item

Privileges in Set UP

Privileges in Live Phases

Project Details

Project name
  • Project name, Phone, fax
, email
  • , PostCode 
(Set up only)(Why?)
  • Project Language and Time Zone 
(Set up only)Can add
  • Can add/remove other Project Admins 
(Set up only)
  • Can edit Login Administrator (Set up only) 
(Is this still valid?)
  • Edit Support details and Help desk Numbers
(Set up only)
  • Enable/
disable Spell
  • disable Spell checking on Drafts 
(Set up only)
  • Enable/disable Project wide faxing 
(Set up only) (Still required?)
  • Enable/disable Project Wide Email Notification/Document 
(Set up only)
  • Attachment Review Approval 
(Set up only) (What is this?)
  • Email Importance (Set up only) (Still required?)
  •  
    • Email Importance 
     
    • Project name, Phone, fax, PostCode 
    • Project Language and Time Zone 
    • Can add/remove other Project Admins 
    • Edit Support details and Help desk Numbers
    • Enable/disable Spell checking on Drafts 
    • Enable/disable Project wide faxing 
    • Enable/disable Project Wide Email Notification/Document 
    • Attachment Review Approval 
    • Email Importance 

    Workflows

    • Can Add/edit Workflows
     Can
    • Can Add/
    edit Workflows
    • edit Workflows

    Lite Project

    • Can change Uploader   Companies (Authoring)
    • Can change Uploader Companies (Authoring)

    Module Configuration

    Edit Access
    • Edit Access in the Module Matrix 
    (Set up only)
    (All in Set up)Edit Register Configuration – Folder defaults, Views (Set up only)
    • Add/remove Public Files
    • Edit Login Settings (Set up only)
  • Edit Transmittal Configuration -  revision   statuses and allocation (Set up only)
  • Edit Module Administrators (Tenders, Register, Contacts, Postmaster and utilities after set up)
  •  

    Correspondence Configuration

    • Add/remove letterheads
    • Set default for Show “All” option in correspondence/document list (Set up only)
    • Add/remove letterheads

     


    Contacts Configuration

    • Set Contacts

    module
    • Module to only show based on Who to whom 

    (Set up only)
    • Set Role Description (Set up only)

    • Set Welcome Email message (

    Set up
    • Set up only)

     (Still Required?) 

    Register configuration

    • Can configure new Folder default permissions (Set up only)
    • Can Configure Company Latest document Status(Set up only) ((Retired/obsolete?)
    • Can configure register views per company(Set up only)
     

    Who to Whom

    • Can restrict Contact to Module to Who to whom only (Duplicate of Contact Configuration)(Set up only)
    • Set  Who to whom (Set up only)
     
    •  Set Contacts Module to only show based on Who to whom 

    Who to Whom

    • Can restrict Contacts Module to reflect the Who to Whom matrix
    • Set  Who to whom 
    • Can restrict Contacts Module to reflect the Who to Whom matrix
    • Set  Who to whom 

    Document Type Configuration

    • Can edit document types (Set up only)
    • Can edit document types (Must be
    Doc type
    • Doc type admin of that document type and Project   Admin)

     

     Project utilities 

    COMMON:

    • Edit the details of Folders in the Document Register
    • Synchronise a list of configuration options from this template project
    • Grant access to a range of documents

    USER MANAGEMENT:

    • Change the Author of a range of documents
    • Rename a CompanyID or userID

    FORM MANAGEMENT:

    • Convert Form Field Into User Field
    • Convert Document From Standard Template Into User Form
    • Custom Report - Find all Form Editor Forms without a tbldocxsl record.

    MISC:

    • Import Contract Administration From another project
    • Import to the Print order
    • Import files to FileCentre
    • Report a list of the folders in the projects Document Register
    • User surveys
    • Import a Correspondence Register
    • Import register from another project
    • Import From Aconex Export
    • Renumbering doc by using new doc config setting
    • Batch update document title and folders in document register
    • Copy Folder and docs
    • Send An Email to Prj Admins
     

    COMMON:

    • Edit the details of Folders in the Document Register
    • Synchronise a list of configuration options from this template project
    • Grant access to a range of documents

    USER MANAGEMENT:

    • Change the Author of a range of documents
    • Rename a CompanyID or userID

    FORM MANAGEMENT:

    • Convert Form Field Into User Field
    • Convert Document From Standard Template Into User Form
    • Custom Report - Find all Form Editor Forms without a tbldocxsl record.

    MISC:

  • Import Contract Administration From another project
  • Import to the Print order
  • Import files to FileCentre
  • Report a list of the folders in the projects Document Register
  • User surveys
  • Import a Correspondence Register
  • Import register from another project
  • Import From Aconex Export
  • Renumbering doc by using new doc config setting
  • Batch update document title and folders in document register
  • Copy Folder and docs
  • Send An Email to Prj Admins