How to create mail group in aconex
Aconex is a construction project management software that allows users to create and manage mail groups to facilitate communication among team members. Here's a step-by-step guide on how to create a mail group in Aconex:
Prerequisites:
- You must have an Aconex account and be logged in to access the platform.
- You must have the necessary permissions to create a mail group.
Steps to create a mail group in Aconex:
- Access the Mail Groups page: Go to the "Mail" tab in the top navigation menu and click on "Mail Groups" from the dropdown menu.
- Click on "Create Mail Group": Click on the "Create Mail Group" button to start creating a new mail group.
- Enter the mail group details: Fill in the required information for the mail group, including:
- Name: Enter a unique and descriptive name for the mail group.
- Description: Enter a brief description of the mail group's purpose.
- Type: Select the type of mail group you want to create (e.g., "Project", "Company", "Department", etc.).
- Add members: Add the users who will be part of the mail group. You can search for users by their name, email address, or user ID. Select the users you want to add and click "Add" to add them to the mail group.
- Set permissions: Determine the level of access each member will have within the mail group. You can choose from the following permission levels:
- Read: Members can view messages in the mail group.
- Write: Members can send messages to the mail group.
- Admin: Members can manage the mail group, including adding and removing members, and setting permissions.
- Save the mail group: Click "Save" to create the mail group.
Tips and best practices:
- Use a descriptive name for the mail group to help identify its purpose.
- Keep the mail group description brief and concise.
- Be mindful of the permission levels you assign to each member to ensure that sensitive information is not shared inadvertently.
- Consider creating a separate mail group for each project or department to keep communication organized and focused.
By following these steps, you can create a mail group in Aconex to facilitate effective communication among team members and improve collaboration on your construction projects.