Assigning Company Administrators

A company administrator can be assigned within each participating company to allow them to manage some administrative functions.

Company administrators can perform the following tasks for users within their own company:

  1. Create new users.

  2. Edit contacts details within a project address book.

  3. Enable and disable users.

  4. Change user passwords.

  5. Create security groups.

  6. Modify security group definitions for groups they have defined.

  7. Configure distribution rules.

  8. Approve and reject document subscriptions.

  9. Grant access to documents via the grant access wizard.

A company administrator is limited to the access and security levels the company administrator themselves have been assigned. For example, if the company administrator has access to only architectural documents and no access to transmittals, then users within that company cannot be assigned access to documents of another discipline or be given access to generate transmittals.

To assign company administrators:

  1. From the Module Menu, hover over Address book and select Companies.Companies selected in the Address Book from the Module Menu

  2. Select the company.

  3. In the Options tab, select the company administrator from the drop-down menu.
    Selecting Company Administrator in Options tab from company panel

  4. Click Save.

  • The company administrator will need to be notified by email outside of InEight Document of this change in status.

  • The ability for a company to create new companies and contacts can be enabled at a project level by InEight. Once the feature is enabled at a project level, the project administrator can assign the function to company administrators via the Companies window.

  • Enabling this function gives them the ability to create companies and contracts, and also edit the details of any existing company or contact.

  • A feature can be enabled to assign a mandatory ABN number to all new companies. When creating a new company, type the ABN first to auto complete the company details if it already exists.