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:

  • Create new users.

  • Edit contacts details within a project address book.

  • Enable and disable users.

  • Change user passwords.

  • Create security groups.

  • Modify security group definitions for groups they have defined.

  • Configure distribution rules.

  • 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 about company administration permissions, see the Company administrator permissions table below.

Assign company administrators

Summary: Assign a company administrator so that they can manage limited administrative functions to assist the project administrator.

Considerations: 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.

  1. From the Module menu, expand the Address book option, and then select Companies.

  2. Click on a company, and then go to the Options tab.

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

  4. Click Save.

What's next: Notify the company administrator by email outside of Document of this change in status.

Company administrator permissions table

The following table shows the tasks a project administrator can perform and whether a company administrator can perform them.

Module Permission Type Company Administrator
Manage Contacts Setup Company Type Yes.
Send login information Yes, for users from that company only.
Change passwords Yes, dependent on security group setting and only for users from that company.
Set user preferences Yes, for users from that company only.
Make inactive Yes, for users from that company only.
Make restricted Yes, for users from that company only.
Make external Yes, for users from that company only.
Create Security Group Yes.
Edit Security Group Yes, for security groups created by the company administrator only and is limited to groups equal to or less than the security group the company administrator is assigned to.
Add to security group Yes, for users from that company only and only to the same security group as the company administrator or one created by the company administrator.
Remove from security group Yes, for users from that company only.
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, for users from that company only.
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 that company (will be a reassign).
Manage Documents Assign Document Access Yes, only to documents that the company ahas access to and even then, access is only able to be granted to users in that 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 that company.
Transfer Document Ownership Yes, if enabled for the company administrator's security group and only applies to documents uploaded by users in that 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 in 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 is 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, for that company only.
Create status distribution No.
Reactivate Form Yes, for that company only.
Checklists Add new Checklist types Yes, dependent on security group setup.
Edit existing Checklist types Yes, dependent on security group setup.
Delete Checklist types Yes, dependent on security group setup.
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 setup.
Delete inspection lists Yes, dependent on security group setup.
Edit inspection lists Yes, dependent on security group setup.
Gallery Delete item Yes, dependent on security group setup.
Assign projects Yes, dependent on security group setup.
Manage Companies Change Company Administrator Yes, for that company only.
Force users to file mail in folders Yes, for that company only.
Allow removing allocated mail from folders Yes, for that company only.
Enable personal unregistered mail boxes Yes, for that company only.
Upload to other company documents No.
Allow uploading on behalf of other companies No.
Send confirmation to sender when processing unregistered mail Yes, for that company only.
Only the company administrator can create/manage users in this company Yes, for that company only.
Allow company administrator to create contacts in other companies No.
Enable file attachments in: Yes, for that company only.
Enforce two-factor authentication for all company users Yes, for that company only.
Manage Document access tab (grant access to documents issued via transmittals) Yes, for that company only.
Unreg notifications Yes, for departments in that company only.
Single Sign-on Set up Yes, for that company only.
InEight Integration Yes, for that company only.
External Integrations Yes, for that company only.