Delegating Admin Functions for a Security Group

Delegate admin functions for a security group

Click the Settings icon, and then select Admin.
Select Manage user access, and then select the security group.
In the Access type drop-down menu, select Security.
In the Module drop-down menu, select the relevant module.

See the table below for a list of settings in each module:

Administration

Setting	Description
Add users to security group	Allows users in this security group to add other users to the selected security groups. Users can only add users to their own security group or security groups created by their company. Users cannot create a security group with more security permissions than their level of access.
Change Password	Allows passwords to be changed at a personal or company level.
Create project level folders	Allows users to create folders at the project levels.
Manage Document Rules	Allows users to change Document upload, review Y/N, review initiator, review team and distribution rules.
Manage Roles	Allows users to manage user roles created by their own company.
Project Settings	Allows users to change project settings.
Remove users from security group	Allows users in this security group to remove users from the selected security groups. Users can only remove users from their own security group or security groups created by their company.

Setting

Description

Add users to security group

Allows users in this security group to add other users to the selected security groups. Users can only add users to their own security group or security groups created by their company. Users cannot create a security group with more security permissions than their level of access.

Change Password

Allows passwords to be changed at a personal or company level.

Create project level folders

Allows users to create folders at the project levels.

Manage Document Rules

Allows users to change Document upload, review Y/N, review initiator, review team and distribution rules.

Manage Roles

Allows users to manage user roles created by their own company.

Project Settings

Allows users to change project settings.

Remove users from security group

Allows users in this security group to remove users from the selected security groups. Users can only remove users from their own security group or security groups created by their company.

Configuration tables

Setting	Description
Create New	Allows users to create items in configuration tables that you specify in the Available values drop-down menu.
Delete	Allows users to delete items in configuration tables that you specify in the Available values drop-down menu.
Edit	Allows users to edit items in configuration tables that you specify in the Available values drop-down menu.

Setting

Description

Create New

Allows users to create items in configuration tables that you specify in the Available values drop-down menu.

Delete

Allows users to delete items in configuration tables that you specify in the Available values drop-down menu.

Edit

Allows users to edit items in configuration tables that you specify in the Available values drop-down menu.

Document

Setting	Description
Add/Edit tags on Documents	Allows users to add or edit tags to the document details.
Apply QR Code	Allows QR stamps to be manually managed from the Documents register. This is activated only when QR codes are enabled on the project.
Batch Link PDFs	Allows users to make sure all references in a document are hyperlinked by running this option from the Document register (Actions menu > Bulk link PDFs). To enable this option, contact your project delivery consultant.
Change Document Details	Allows document details to be changed at a personal or company level. This includes both standard and custom fields. If Upload to other company documents setting is enabled, this will also show as an option.
Check in/Check out	Allows users to check in and check out documents from the Document register or from the Document details window. When a document is checked out, other users are prevented from downloading the document.
Delete Documents	Allows documents to be deleted at a personal or company level. You must enter a reason why the document deletion is required.
Edit Company Users Markup	Allows users to edit the markups from another user in the same company. When this setting is enabled, users in the same security group can edit other users’ markups within their company, even after the user has left the project.
Manage tags	Allows users to manage Document tags from the Documents register.
Manage Tool Chest	Allows users to share, import, and export items in the tool chest in the PDF viewer. This can be managed on a personal, company or project level.
Replace/Remove View Files	Allows view files to be replaced or removed at a personal or company level.
Restore Documents	Allows deleted documents to be restored.
Transfer Document Ownership	Allows document ownership to be transferred at a personal or company level.

Setting

Description

Add/Edit tags on Documents

Allows users to add or edit tags to the document details.

Apply QR Code

Allows QR stamps to be manually managed from the Documents register. This is activated only when QR codes are enabled on the project.

Batch Link PDFs

Allows users to make sure all references in a document are hyperlinked by running this option from the Document register (Actions menu > Bulk link PDFs). To enable this option, contact your project delivery consultant.

Change Document Details

Allows document details to be changed at a personal or company level. This includes both standard and custom fields. If Upload to other company documents setting is enabled, this will also show as an option.

Check in/Check out

Allows users to check in and check out documents from the Document register or from the Document details window. When a document is checked out, other users are prevented from downloading the document.

Delete Documents

Allows documents to be deleted at a personal or company level. You must enter a reason why the document deletion is required.

Edit Company Users Markup

Allows users to edit the markups from another user in the same company. When this setting is enabled, users in the same security group can edit other users’ markups within their company, even after the user has left the project.

Manage tags

Allows users to manage Document tags from the Documents register.

Manage Tool Chest

Allows users to share, import, and export items in the tool chest in the PDF viewer. This can be managed on a personal, company or project level.

Replace/Remove View Files

Allows view files to be replaced or removed at a personal or company level.

Restore Documents

Allows deleted documents to be restored.

Transfer Document Ownership

Allows document ownership to be transferred at a personal or company level.

Reports

Setting	Description
Enable/Disable scheduled Reports	Allows the administrator to have access to company or self-created reports. When set to Reports scheduled by my company, the administrator can disable reports created by another user in the company.

Setting

Description

Enable/Disable scheduled Reports

Allows the administrator to have access to company or self-created reports. When set to Reports scheduled by my company, the administrator can disable reports created by another user in the company.

Users given permission for one or more of these functions can only apply the function to documents they have access to.
The settings for the Open User security group cannot be changed.
The Security Group title can be edited/renamed; however, the Security Group code cannot be changed.
Security Levels are allocated to users via the Manage User Access page, or from the Address book using the User Security tab.
New users added to a security group inherit the default settings for the group. If default settings are updated for the group, you have the option for all users of the group to automatically be updated with the new settings.
Users with different settings from the group default settings will be updated only if selected for update (the administrator will be prompted with a list of affected users).
Duplicate is used to create a new security group with similar mail type access, transmittal type access, and form type access.
In Contacts, make the security group visible by customizing the register to locate contacts who are not allocated to a security group.