Understanding roles

Roles are groups of Sage Estimating feature permissions to which you can assign users. Roles are part of the Sage Estimating security setup. Use roles to apply different levels of access to certain features or specific tasks to different groups of users.

For example, you might create the "Chief Estimator" role and assign permissions for creating new estimates and editing standard databases to the role. You can then assign an user to the “Chief Estimator” role, thereby granting the user with permission to create new estimates and edit standard databases (all users in the Chief Estimator role will have these permissions).

Alternatively, you may decide to assign an user to the “Junior Estimator” role and allow users in this role to create new estimates but not edit standard databases.

You can create any role you desire and you can assign any combination of feature or task permissions to each. Features in the Feature list may vary from release to release.

You must be a designated Sage Estimating administrator to create roles and assign permissions.