Users

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:

Admin Users

• 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

Standard Users

• 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

Lite Users

• Can:

  • Use Aphex Field to update progress and view tasks

  • Open Insight

  • 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

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.