Aphex Help
Go to Aphex
  • Welcome
  • Getting Started
    • Joining your Team
      • Getting Around
      • Adding Tasks
      • Linking Tasks
      • Resources
      • Map & Location
      • Readying & Publishing Plans
    • Project Set Up
      • Importing
      • Folders & Structure
      • Users
      • Views
      • Resources & Assets
      • Map
      • Publishing & Routine
  • Guides
    • Imports
      • Importing your Master Schedule (XML)
      • Migrate existing plans to Aphex (CSV)
      • Importing Folders (CSV)
    • Feature Walkthroughs
      • Creating & Sharing Published Versions
      • Understanding Resources in the Plan
      • Exporting Data to a CSV
      • Copying tasks between Projects
      • Blockers
    • Integrations
      • ArcGIS Set Up Guide
      • Getting Started with Power BI Reporting
    • Reporting
      • Power BI Templates
  • Reference Docs
    • Fundamentals
      • Organisations
      • Projects
      • Tasks
      • Task Panel
      • User Preferences and Notifications
    • Scheduling
      • Views
      • Gantt
      • Board
      • List
      • Map and Clashes
      • Status and Progress Updates
    • Project Assets
      • Project Users and Teams
      • Resources and Assets
      • Structure
    • Publish, Print & Share
      • Printing
      • Published Versions and Shared Plans
      • Readying and Reviewing Plans
    • Data
      • Imports and Exports
      • Transferring
  • Frequently Asked
    • FAQs
      • How do I Add & Remove Filters?
      • How do I create & track Milestones?
      • How do I Move Folders?
      • How to login with SSO
      • Where have my Tasks gone?
      • How do I print my Plan?
      • Can I change the sort order of Tasks and Packages?
      • How is PPC calculated in the Power BI dashboard?
      • Why can't I delete a Task?
      • Why are the successors not scheduling?
      • How do I promise Tasks?
      • How do I delete multiple Tasks?
      • Why were some Tasks skipped from updating?
      • Why can't I upload an image for my Location?
      • How do I change the non-working days of a Task?
      • How do I make changes in bulk?
      • How do I transfer my work to another User?
      • How do I add new Users to the Project?
      • What can Lite users do?
      • How do I set a Reviewer?
      • How do I reset my Password?
      • How do I set up MFA?
      • Setting up SAML SSO
      • How can I use Aphex to update P6?
    • Troubleshooting
      • Troubleshooting Aphex
      • Troubleshooting your ArcGIS integrations
    • Coming Soon
      • 2025 Pricing Update
      • Changes to View Controls & Filters
      • Changes to the WBS
      • Changes with Status
  • Policies
    • Terms & Policies
      • Compliance and Certification
      • Terms & Agreements
        • Terms of Service Overview
        • Terms of Service
        • Subprocessors List
        • Service Level Agreement
      • Policies
        • Acceptable Use Policy
        • Privacy Policy
        • Cookie Policy
        • Fair Billing Policy
        • Support Policy
  • DEVELOPER
    • API & Integration
      • Plan APIs
        • Authentication
        • Project Assets
        • Tasks
      • Published Plans (Power BI) API
      • Work Area API
Powered by GitBook
On this page
  • Aphex Role Types
  • Adding New Users to a Project
  • Assigning Delegates, Reviewers & Assignees

Was this helpful?

  1. Getting Started
  2. Project Set Up

Users

Last updated 7 months ago

Was this helpful?

Aphex Role Types

Aphex has three Role types that are assigned to Users when they are added to a Project or Organisation. The Roles govern the editing abilities for each User. Here is a breakdown of each Role:

  • Can edit any work across the project, regardless of whether they are the Owner

  • Add & remove Users from the Project

  • Add, edit & delete any Assets (Folders, Packages, Labour, Plant, Materials, Subcontractors, Locations, Calendars, Delay Reasons, Blockers & Tags) on a Project

  • Import a Master Schedule

  • Make edits and changes to their own work

  • Are able to add new Users to a Project

  • May be able to Create & Manage Folders (dependant on Project Settings)

  • May be able to create Blockers & Tags (dependant on Project Settings)

  • Cannot add or edit any Project Assets such as Subcontractors

  • Can:

    • Use Aphex Field to update progress and view tasks

    • Add comments to a Task

    • Be added as Assignees of another User but cannot own Tasks

  • Cannot:

    • Open Planner

    • View the Live Gantt

    • Be a delegate or reviewer

    • Create Tasks or Packages

    • Open Aphex Insight

Adding New Users to a Project

Opening the Users Menu

  • Open up your Project & click on the Project Name to bring up the menu

  • Select 'Users' (the second option down)

  • This will take you to the User menu

Add a new User

  • Click on the Add User button on the right hand side of the page

  • Add in the User's email address

  • Select a Role (Admin, Standard, Lite) for the User

  • Add as many new Users are you need to (multiple can be added at once)

    • Separate their email addresses by using a comma

  • Confirm using the Send Invite(s) button

  • An email will automatically be sent to Users to let them know they have been added to the Project.

Assigning Delegates, Reviewers & Assignees

Delegates:

  • Will have permission to edit & update another user's task

  • The delegate essentially becomes a Co-Owner of that user's tasks

Assignees:

  • Are assigned on a task-by-task basis

  • Cannot mark a clash as non-conflicting on assigned tasks

  • Cannot duplicate an assigned Task

  • Cannot break down an assigned Task

  • Cannot edit the Owner of a task

Adding a Reviewer to a User will require a two-stage process for their weekly plan updates. The Reviewer must review the Users plan before Publishing.