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The table below gives an overview of these restrictions.
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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.
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Project Details |
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Workflows |
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Lite Project |
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Module Configuration |
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Correspondence Configuration |
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Contacts Configuration |
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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)
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Who to Whom |
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Document Type Configuration |
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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: