Administrator Setup

In this article

• Adding Administrators in Company Settings‍
• Assigning Administrators in Projects‍
• Disabling Auto Add‍
• Project Administrator notifications

Guardian provides two types of Administrators: Company Administrators and Project Administrators. Company Administrators manage the company-level settings for optimal Guardian performance and the default settings that are automatically adopted by projects once registered. Project Administrators manage the project-level settings that provide control and oversight to the project model. The Project Administrator does not have access to the company-level settings. These dual administrator levels allow for the management of the project models to be delegated directly to people assigned to the project.

Adding Administrators in Company Settings

All Administrators must first be given administrative privileges on the Administrators tab under Company Settings.

(A) The Administrator tab lists all the administrator licenses assigned to the Guardian account.

(B) Start adding Administrators by selecting the Add New button. Within the Add/Edit Administrator dialog, the following information is to be entered:

• First and Last Name
• Email‍
• Role: Company Administrator/Project Administrator. This is where Administrators are assigned to their given roles. Company Administrators have permission to edit all settings at both the company and project levels and for all projects. Project Administrators only have permission for the projects that they have been assigned to.
• Selecting When Opening project, automatically add users as an administrator to that project will permit Auto Add.
• Selecting Allow user to add themselves as administrators to other projects shown in the project dialog will permit Allow Add.

(C) The Admin Type is shown for each admin.

(D) Auto Add:

• If checked: When either a Company or Project Administrator opens a registered project model, they are automatically added as an administrator to the project.
• If unchecked: The user will have to be manually added as the administrator to the file in the Projects menu.

(E) Allow Add:

• If checked: Allows the Project Administrator to add themselves to the projects through the Projects dialog.
• If unchecked: Only Company Administrators can assign Project Administrators to projects.

Note: Allow Add only applies to the Project Administrator level. By default, any Company Administrator can manually add themselves to any project.  

Assigning Administrators in Projects

In the Projects dialog, administrators can be assigned to registered models. There are different ways to assign administrators for the current open model vs. other registered models.

For active open models

1. Within the Current Open Project information at the top of the dialog, select the button for Administrator.
2. Once selected, a secondary Administrator dialog will appear with a list of all Administrators assigned to the project or projects. Administrators can be added or deleted as necessary.
3. Selecting the Add New button will provide a list of all available Company or Project Administrators to be added.

For registered models not currently open

In the Projects dialog, the assigned admins for each registered model shown in the table can be changed by selecting within the Administrators column.

Pro Tip: CTRL+Left Mouse click allows the selection of multiple projects to edit the Administrators simultaneously.

1. Select the cell containing the sole Administrator assigned to that project. If there are multiple Administrators assigned, <Multiple> will be shown. <none> will be shown if no Administrators have been assigned to the project.
2. Once selected, a secondary Administrator dialog will appear with a list of all Administrators assigned to the project or projects. Administrators can be added or deleted as necessary.
3. Selecting the Add New button will provide a list of all available Company or Project Administrators to be added.

Disabling Admin Auto Add

If you are only using a few Guardian admin licenses, we recommend disabling the Auto-Add option from the Administrators tab in Company Settings. If no admins are assigned to a file, Guardian will broadcast notifications to all admins. This will ensure that everyone is kept in the loop and receives notifications for all registered files.

Project Administrator Notifications

Project Administrators receive notifications and weekly reports detailing activity from the projects they are assigned. Company Administrators continue to receive reports on all company activity. Company Administrators will no longer receive instant email alerts from project activity unless they are assigned as an administrator to those projects or there is no administrator assigned at all.