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.

For more detailed information on Company Administrator permissions, see the permissions table below.

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.

Company Administrator Permissions Table

Module Permission Type Company Administrator
Manage Contacts Setup Company Type Yes.
Send login information Yes. Only for users from that company.
Change passwords Yes. Dependent on security group setting and only for users from that company.
Set user preferences Yes. Only for users from that company.
Make inactive Yes. Only for users from that company.
Make restricted Yes. Only for users from that company.
Make external Yes. Only for users from that company.
Create Security Group Yes.
Edit Security Group Yes. Only security groups created by the company administrator and will be limited to equal to OR less than the security group the company administrator is assigned to.
Add to security group Yes. Only for users from that company and can only be added to the same security group as the company administrator or one created by the company administrator.
Remove from security group Yes. Only for users from that company.
Create Roles Yes.
Edit Roles Yes, for roles created by that company.
Delete Roles Yes, for roles created by that company.
Manage Tags Yes.
Re-link Global Address book Yes.
Delete Yes. Only for users from that company.
Configuration Tables Change Configuration Tables Yes. Dependent on security group setting.
Manage Document Rules Define "Distribution" Rule Yes, if enabled in the company administrator's security group.
Define "Upload" Rule Yes, if enabled in the company administrator's security group.
Define "Review (Y/N)" Rule Yes, if enabled in the company administrator's security group.
Define "Review Initiator" Rule Yes, if enabled in the company administrator's security group.
Define "Review Team" Rule Yes, if enabled in the company administrator's security group
Manage Administrators Assign Additional Administrator No.
Assign Company Administrator Yes, for his own company (will be a reassign).
Manage Documents Assign Document Access Yes, only to Documents that the Company Administrator has access to and even then, access is only able to be granted to Users within their Company.
Replace/Remove View Files Yes - if enabled for the company administrator's security group and will only apply for documents uploaded by users within this company.
Transfer Document Ownership Yes - if enabled for the company administrator's security group and will only apply for documents uploaded by users within this company
Manage Document Access Yes for users in the same company where access to future revisions is being provided.
Delete Documents Yes - if enabled for the company administrator's security group and will only apply for documents uploaded by users within this company.
Change Document Details Yes - if enabled for the company administrator's security group and will be limited to the level applied in the security group
Change Document Details in Bulk Yes - if enabled for the company administrator's security group and will be limited to the level applied in the security group.
Adding and Removing Document Masks No.
Modifying Document Masks No.
Reports Customise Reports No.
Project settings Change Project Details Yes, dependent on security group set up.
Forms Create distribution group Yes. Only for that company.
Create status distribution No.
Reactivate Form Yes. Only for that company.
Checklists Add new Checklist types Yes, dependent on security group set up.
Edit existing Checklist types Yes, dependent on security group set up.
Delete Checklist types Yes, dependent on security group set up.
Mail / Transmittals Configure mandatory recipients Yes but only to a company level.
Define mail footers Yes but only for the company.
Configure mandatory fields No.
Defects Create inspection lists Yes, dependent on security group set up.
Delete inspection lists Yes, dependent on security group set up.
Edit inspection lists Yes, dependent on security group set up.
Gallery Delete item Yes, dependent on security group set up.
Assign projects Yes, dependent on security group set up.
Manage Companies Change Company Administrator Yes. Only for that company.
Force users to file mail in folders Yes. Only for that company.
Allow removing allocated mail from folders Yes. Only for that company.
Enable personal unregistered mail boxes Yes. Only for that company.
Upload to other company documents No.
Allow uploading on behalf of other companies No.
Send confirmation to sender when processing unregistered mail Yes. Only for that company.
Only the company administrator can create/manage users in this company Yes. Only for that company.
Allow company administrator to create contacts in other companies No.
Enable file attachments in: Yes. Only for that company.
Enforce two-factor authentication for all company users Yes. Only for that company.
Manage Document access tab (grant access to documents issued via transmittals) Yes. Only for that company.
Unreg notifications Yes. Only for departments in that company.
Single Sign-on Set up Yes. Only for that company.
InEight Integration Yes. Only for that company.
External Integrations Yes. Only for that company.