Content Catalog Admin rights Clarification

Content Catalog Admin rights Clarification

eleanna_panagoulia
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Content Catalog Admin rights Clarification

eleanna_panagoulia
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Could someone clarify the following assumption? 

In order to be able to create and modify tags in Content Catalog, do you have to be in the admin user group? And if yes, does this mean a user has to be administrator for the entire hub?

 

Ideally, we would like to decouple the two. Is there a way that anyone has figured out?

 

Thank you!

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Message 2 of 9

RDAOU
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You have posted a similar question yet never reacted to the replies

 

 

YOUTUBE | BIM | COMPUTATIONAL DESIGN | PARAMETRIC DESIGN | GENERATIVE DESIGN | VISUAL PROGRAMMING
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Message 3 of 9

eleanna_panagoulia
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Screenshot 2025-01-28 094651.png

 I have found this online, which I think is what I posted above, however I wanted to confirm, because I'm receiving feedback from users that being an admin is granting too much privilege in relationship to certain actions regarding Content Catalog.

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Message 4 of 9

RDAOU
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They do not need to be admin you can also set it in the preferences to allow members to do that…the account admin manages the catalog. Alternatively, you can have one assigned one person as a secondary admin to manage the entire catalog if you are ok with delegation but not to all users. A team member whose role is limited to modeling families does neither needs to be admin nor even have editing rights

  • he set up the collections
  • set up groups + group permissions (standard users get read/download/edit)
  • Groups may be associated with multiple collections 
  • he can create a super-user group for those who need to manage collections, approve uploads and or edit tags (usually the BIM coordinators who know why they are doing) they get the previous plus editing permissions.
  • this same group will be assigned as approved/reviewer depending on the type of approval process you assign.

when I am back at my pc I can either post u a gif 

 

 

YOUTUBE | BIM | COMPUTATIONAL DESIGN | PARAMETRIC DESIGN | GENERATIVE DESIGN | VISUAL PROGRAMMING
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Message 5 of 9

eleanna_panagoulia
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Thank you!

The fourth bullet point is the one i'm having more trouble understanding. At the moment we have added the person who is managing the catalog (uploading approvals, create tags, create collections etc.) as an additional administrator to the hub. Ideally, we would like that person to be only managing the catalog and not be an admin to the entire hub. If I create a user group with full permissions but none of their members is hub admin, will all the operations you mentioned in your bullet points be possible? If yes, then problem solved.

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Message 6 of 9

RDAOU
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Secondary admins do not manage the entire hub. the permissions of a secondary account admin can be limited. While the primary account admin has full administrative control, you can assign secondary admins with restricted permissions to control what they can and cannot do within the account.

 

Access level goes by Account Level, Project Level and Folder level. For instance there are things they cannot not do at all. Example: they cannot:

  1. Delete the primary account admin.
  2. Remove themselves as account admins.
  3. Manage primary account settings (e.g., billing and subscription).

You will need to set up permission templates that define what each admin role can do under each level…ex: Grant access to specific tools like Document Management, Catalogs, RFI or Cost Management but restrict access to others. Or on the account level permissions limit their rights to viewing user lists and restricting them from adding/removing users.

 

We are running an operation with 3 portfolios consisting of 2-3 programs each and altogether they total to 45 on going projects. One primary account manager cannot do everything on his own! You need a SSO admin and secondary admins (can be multiple each with a defined role) and one or more of those will manage the catalogues.

 

answering via mobile so apologies for not being able to attach any resources

 

 

YOUTUBE | BIM | COMPUTATIONAL DESIGN | PARAMETRIC DESIGN | GENERATIVE DESIGN | VISUAL PROGRAMMING
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Message 7 of 9

eleanna_panagoulia
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Thank you we will try setting it up like this!

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Message 8 of 9

RDAOU
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@eleanna_panagoulia 

 

In conjunction with my first reply, you might also want to check the Collection's Content Preferences. You (as an admin I assume) can change that to allow group members to create, add and delete tags. If it is just for this purpose, you do not need aditional secondary admins

 

RDAOU_0-1738149907719.png

 

 

If you wish to go down the Primary/Secondary Admin Path, you set the role of such memeber who will be managing the Content Library on behalf of the primary admin as Standards Administrator

 

RDAOU_2-1738152811365.png       RDAOU_3-1738152853837.png

 

 

 

 

 

YOUTUBE | BIM | COMPUTATIONAL DESIGN | PARAMETRIC DESIGN | GENERATIVE DESIGN | VISUAL PROGRAMMING
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Message 9 of 9

eleanna_panagoulia
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Thank you that's great. We will need a secondary admin most likely but now I see ow to set it up!

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