Delegating Admin Functions for a Security Group


To delegate admin functions for a security group:

  1. Click the cogwheel icon and select Admin.
    Select Admin from Cogwheel icon settings

  2. Select Manage user access and select the security group.
    Select user in Manage user access tab from Administration panel

  3. In the Access type drop-down menu, select Security.

  4. In the Module drop-down menu, select the relevant module.
    Module and Security selection in Access type drop-down menu

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

Administration

Setting

Description

Change Password

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

Manage Document Rules

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

Project Settings

Allows users to change project settings.

Manage Roles

Allows users to manage user roles.

Configuration tables

Setting

Description

Create New

Allows users to create 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.

Delete

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

Document

Setting

Description

Change Document Details

Allows document details to be changed at a personal or company level.This includes both standard and custom fields.

Delete Documents

Allows documents to be deleted at a personal or company level.

Replace/Remove View Files

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

Transfer Document Ownership

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

Export Documents

Allows documents to be exported at a personal or company level.

Synchronize Documents

Allows documents to be synchronized at a personal or company level.

Apply Pre Stamp

Allows pre stamps to be applied to documents.

Apply Post Stamp

Allows post stamps to be applied to documents.
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.
Manage tags Allows users to manage Document tags from the Documents register.
Add/Edit tags on Documents Allows users to add or edit tags to the document details.
Restore Documents Allows deleted documents to be restored.

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.

  • 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. This group gives project administrators full access to all mail types within InEight Document Mailboxes.

  • Security Levels are allocated to users via the Manage User Access screen, or from within 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, all users of the group will 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.

  • The options for Change Document Details are standard document fields. Custom fields can be added upon request.