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Project administrators are key players in the great delivery of a project in iTWO cx.


What Can a Project Admin Do?

What is a project administrator and what they can do.

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Set Up Module Administrators

Step by step guide for setting up module administrators.

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Project Setup Phase and Live Phase Restrictions

What restrictions do the setup and live phases have for administrators?

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Checklist for Newly Set Up Projects

Links to pages for ensuring your project is set up to your requirements.

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BIM on iTWO cx

Set up BIM for your project.

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Contacts - Set Up

Set up your contacts for your project. 

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Contracts Administration Configuration

All you need to know about setting up contract admin on your project. 

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Correspondence Configuration

Bulk import, letterheads and view options.

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Dashboards

Create, edit and set out dashboards.

Defects Module Set Up

Configure mapped user fields, set up pre-addressing and import defects.

Distribution Rule

Set up distribution rules to automatically address users on forms. 

Document Creator

Schedule the creation of a form to be issued to a user/s on a regular basis.

Document Triggers

Set up when something happens to a form an action will be triggered. 

Document Types Configuration

Learn everything there is to know about configuring forms.

Email Capturing in iTWO cx

Forward emails from your registered email account into iTWO cx. 

Groups

Organise users into groups, address groups, add/remove users from groups.

Lite Projects

Create a new lite project and restrict who can upload to the project. 

Login

Set expiry dates for password, sessions and security levels.  

Module Matrix

Give users, roles, groups etc access to different modules in iTWO cx.

Pin to Plan Set Up

Learn how to set up drawings ready for pin to plan via the mobile app. 

Project Details

Configure time zone, language, administrators and weekdays.

Project Roles

Manage how members of your project collaborate. 

Public Files

Upload public files to iTWO cx. 

Publication Space

Configure transmittals, design review issues, numbering, folders and workflows.

Quality

Configure your quality project forms. 

Tenders Configuration

Set up your tender project, manage your database and much more. 

Timelines

Create single or multiple form timelines.

Uploaders

Configure who can upload to Lite Projects.

Using Project Tools Utilities

Import contacts, correspondence, documents and much more. 

Using Configuration Utilities

This is where you can manage users, forms, dashboards, saved searched and workflows.

Who Talks to Whom Matrix

Control which roles can talk to one another. 

Can I Get a Copy of My Project Data?

Project data exports explained and how to request your data.

Integration Options

What integration options does iTWO cx allow?

Single Sign On (SSO) - Azure AD

How to facilitate SSO.

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