The Configurable User Roles in BIMXtra are as follows:

Global Roles

These roles grant privileges across all projects the user has access to via User Company Access.

Edit Projects

Navisworks Highlighter

Superuser

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.

FormBuilder

Access FormBuilder v2 Application

Import Tab

Currently Unused

System Tab

Currently Unused

Approvals Tab

Currently Unused

Reports Tab

Currently Unused

Schedules Tab

Currently Unused

WorkPackages Tab

Currently Unused


Project Roles


These roles grant privileges across specific projects that the user has access to via User Company Access.

Project Tab

View Activity Log

View Cad Import History

Gives access to the Model Imports page

Create Mappings

Publish Models

View CAD Import Status

Project Configuration

Assign Company

Enables a user to configure the Project Access Company setting of a project.

Important Configuration

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.

Document Library

Gives access to the project Document Library page.

Schedule Configuration

Edit Configuration

Enables a user to configure Schedules of a project, including via the Schedule Settings option.

Comms

Provides access to the BIMXtra Comms system.

Edit

Enables a user to be configured to send a new Comm, as defined in a Comms Distribution Group.

Nominated Receiver

Enables a user to be configured as the Recipient of a Comm, as defined in a Comms Distribution Group.

Comms Manager

Enables a user to be configured as a Comms Type Manager.

Comms Configuration

Enables a user to access the Comms > Configuration and Comms > Distriubution menus and configure Comm Types.

Clash Mangement

View Project Reports

Provides access to the Project Reports Page

View Variations

Responsibility Codes

Controls access to setup, edit and view the Responsibility Codes (RCs) in both BIMXtra and Insight

Edit

Allows the creation and editing of RC packages in BIMXtra and then the addition of objects to those codes in both BIMXtra and Insight

View

Allows Viewing of RC packages and objects in both BIMXtra and Insight

Performance Reporting

Information Security


Design Tab

Visuals

Schedules

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.

Specification Tab

Room Data Sheets Tab

Wall Elevations Tab

Layout Drawings Tab

Reports

Schematics Tab

Programme Tab

Cost Plan Tab

Pre-Construction Tab

Programme Tab

Manage Programme List

Map WBS Programme

Map Programme Fields

Progress Capture

Work Breakdown Structure

Material Curves

Construction Tab

Returns results for Forms in Project Search.

Workpackage Schedules

My Forms

Gives visibility to all Forms on the project in the Construction Pages that are created by the user, currently assigned to them, or to which they are First Assigned To.

Workflow Designer

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.

All Forms

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.

Site Actions

Approvals

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.

Client
Contractor
Engineer
QA
Supervisor

Commissioning Tab

O&M Tab

Gives the ability to access O&M functions

Schedules

Edit

Gives the ability to Edit the O&M Schedules,

View

Gives the ability to:

FM Tab

EVT

Document Management

Roles that determine the behaviour and functionality of the BIMXtra DMS.  Return results for DMS documents in Project Search, also honouring Security Group access.

DMS Admin

Gives the ability to:

DMS Security Groups

Gives the ability to configure Security groups.

Workflow Designer

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.

Configure Folders

Gives the ability to Create and Edit DMS Folders.

Documents For Review

Provides access to Documents For Review.

Issue Documents

Enables the user to Distribute documents.

Enable Document Notifications

Enables access to the User Configurable Notifications function.

WIP Tab

Currently Unused

Share Tab

Currently Unused

Published Tab

Currently Unused

Archive Tab

Provides access to the DMS Archive.

Metadata Columns

Gives the ability to view edit the DMS Codes configured as Custom DMS Codes.  These codes can also be configured for display in Comms.

Metadata Editing

Gives the ability to Edit Metadata.

DMS Client Application

Gives the ability to access the project DMS via the DMS Client.

Insight

Insight WBS Cubes

Meetings

Selection

FourD

Forms

Material Manager

Asset Tagging

Measure

Point Cloud

2D Space Alignment

Animation

Model Compare

Navis Object Highlighter