Add Role window

Use this window to define a new role, including its name, description, and features to which its associated users and group members have access.

The role appears in the Roles grid of the Roles tab when you click [OK].

To open the Add Role window:

1. In the main window of the Estimating Management Console, click [Security].

2. In the Security window, select the Roles tab, and then click [Add].

Items in this window

Items in the Add Role window

Item	Notes
Name	Type a name for the new role.
Description	Type an identifying description for the new role. The description you add helps you identify the role later.
[Copy existing role]	Click to select an existing role to copy. The Estimating Management Console duplicates the role you select and displays its settings in the Add Role window.
Select Features for Role	Select the checkbox for one or more features in the list to provide role members with access to it. For example, select the Create estimate checkbox to allow users and groups in the role to create new estimates. Clear any checkbox to prevent role member access to the associated feature.