The Configurable User Roles in BIMXtra are as follows:
These roles grant privileges across all projects the user has access to via User Company Access.
Make the user a Superuser and grants them all roles included in System Admin Tab for configuration and setup of Projects and Users. Refer to BIMXtra - Superuser Guide for details.
Some functions can be applied individually via System Admin Tab if users are not required as full Superusers.
System Admin Tab
These roles are active for Superusers and do not need to be applied additionally to that. Normal users can thus be granted these roles without also being granted Superuser privilege.
Access FormBuilder v2 Application
These roles grant privileges across specific projects that the user has access to via User Company Access.
View Activity Log
View Cad Import History
Gives access to the Model Imports page
Enables a user permission to publish models to the Project - this permission is also required for the IFC/Revit/CAD Exporters to function.
View CAD Import Status
Enables a user to configure the Project Access Company setting of a project.
Note: This is an important setting that controls access to a project and the ability to publish forms to it and care should be given before granting this role to users.
The ability of a user to grant access to companies depends on their own Project Access setting and therefore they can remove access to companies that they have no control over. It is advised that this setting is controlled by a minimum of people all of which have Project Access over all the required companies accessing the project.
Edit Model Config
Enables a user to configure the Models settings of a project.
Edit Project Config
Enables a user to configure the settings of a project.
Edit Project Details
Enables a user to configure the Project Details.
Gives access to the project Document Library page.
Provides access to the BIMXtra Comms system.
Enables a user to be configured to send a new Comm, as defined in a Comms Distribution Group.
Enables a user to be configured as the Recipient of a Comm, as defined in a Comms Distribution Group.
Enables a user to be configured as a Comms Type Manager.
View Project Reports
Provides access to the Project Reports Page
Controls access to setup, edit and view the Responsibility Codes (RCs) in both BIMXtra and Insight
Allows the creation and editing of RC packages in BIMXtra and then the addition of objects to those codes in both BIMXtra and Insight
Allows Viewing of RC packages and objects in both BIMXtra and Insight
Models are configured to match these user settings in Model Security, where an individual user can only set a model to a security level below that or equal to the level they have access to in these roles.
Access is granted to the user from the highest level given in the role down to 0 inclusively.
Return Scheduled Object results in Project Search.
Add Form from Design
Enterprise Licence Role - Enables the Forms Tab in the Schedules Object Data View. The user can thus see forms linked to objects, as well as creating new forms, directly from the schedule view.
Link Docs to Objects
Enterprise Licence Role - Enables the Documents Tab in the Schedules Object Data View. The user can thus see documents linked to objects, as well as creating new document links, directly from the schedule view.
Room Data Sheets Tab
Wall Elevations Tab
Layout Drawings Tab
Cost Plan Tab
Manage Programme List
Map WBS Programme
Map Programme Fields
Work Breakdown Structure
Returns results for Forms in Project Search.
Gives access to the Formbuilder 2 ZipExport feature for completed Forms.
Gives normal users access to the Workflow Designer (Construction) Page, in order to configure automatic form creation. Users must have an Enterprise Licence to access this role and feature.
Gives visibility to all Forms on the project in the Construction Pages regardless of the Form roles. It provides visibility to the forms and their status. It does not include any ability to overwrite any Roles configured in the forms themselves.
Generic Form Roles
These are Roles defined for use in the Formbuilder application by the person designing the form schema. They allow specific users on a project to be allocated actions in the form.
Gives the ability to access O&M functions
Gives the ability to Edit the O&M Schedules,
Gives the ability to:
Provides access to DMS folders.
Documents For Review
Provides access to the User filters of Documents For Review. These are the 'My Received' and 'My Sent' filters.
Documents For Review Project List
Enables the user to Distribute documents.
Enable Document Notifications
Enables access to the User Configurable Notifications function.
Gives the ability to Edit Metadata.
Provides access to the DMS Archive.
Provides access to the project System Outputs.
Gives the ability to:
- Configure Security and Distribution groups,
- Provides access to the DMS Overview.
- Provides access to the User Journal
- Provides access to Respond and Sign Off all project Distributions
- Provides access to the Deleted Documents page
Gives the ability to Create and Edit DMS Folders.
Gives the ability to configure Security groups.
Gives normal users access to the Workflow Designer (DMS) Page, in order to configure automatic DMS Workflows. Users must have an Enterprise Licence to access this role and feature.
Gives the ability to access the project DMS via the DMS Client.