Question

Updating of documents made by the contractor in the B2B client

  • 16 September 2022
  • 1 reply
  • 63 views

Userlevel 2

Hi,

It is not possible to give administrator access to documents in IFS Aurena Client B2B client to those who have access to connected Work Task.

 

Administrator access can only be given by person or by document group. Those who access to connected Work Task, have document view access.  

 

The reason for having administrator access to B2B users on a document, is that you need to have administrator access to be able to download -, update - and upload document file to new document revision, according to standard functionality. The B2B users only see and have access to the last released document revision with IFS Aurena Client B2B client

 

The creator of work task with attached documents, do not know which B2B user that should do this upload and then we need more than one B2B user in each contractor that are in this document group.

 

When users in contractor company leave or new user start, document group need to be updated according to this change. That we could avoid using admin access only from work tasks.

We agree that not every user should have admin access to the documents, but only those users that should be able to update the document in a B2B context. That means the coordinators of work and not the technicians that executes the work. To be able to handle this we have coordinators in doc groups with admin document access and all other B2B users in with view document access from the work task object.
 

Is it another and better way to share and get updated document trough IFS Aurena B2B client?

Best Regards,

Geir


1 reply

Userlevel 7
Badge +30

How about adding a custom event that, when a document is connected to a work task, a person access line is added with admin access to certain people?

Reply