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Administrator Resources

Administrator Resources

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

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Defects Module Set Up

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

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Distribution Rule

Set up distribution rules to automatically address users on forms. 

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Document Creator

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

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Document Triggers

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

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Email Capturing in RIB CX

Forward emails from your registered email account into RIB CX. 

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Form Types Configuration

Learn everything there is to know about configuring forms.

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Groups

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

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Lite Projects

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

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Login

Set expiry dates for password, sessions and security levels.  

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Module Matrix

Give users, roles, groups etc access to different modules in RIB CX.

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Pin to Plan Set Up

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

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Project Details

Configure time zone, language, administrators and weekdays.

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Project Roles

Manage how members of your project collaborate. 

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Public Files

Upload public files to RIB CX. 

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Publication Space

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

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Quality

Configure your quality project forms. 

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Tenders Configuration

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

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Timelines

Create single or multiple form timelines.

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Uploaders

Configure who can upload to Lite Projects.

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Using Project Tools Utilities

Import contacts, correspondence, documents and much more. 

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Using Configuration Utilities

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

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Who Talks to Whom Matrix

Control which roles can talk to one another. 

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Can I Get a Copy of My Project Data?

Project data exports explained and how to request your data.

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Integration Options

What integration options does RIB CX allow?

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Single Sign On (SSO) - Azure AD

How to facilitate SSO.

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