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Users tab

Add User window

Use this window to select a network user ID for individual users or groups to add to the list of authorized Sage Estimating users.

Important! Make sure that the user logs off Sage Estimating before changing his or her permissions.

The user associated with the user ID you select appears in the Users grid of the Users tab. If you select a network group, all individual users associated with the group appear in the Users grid.

To open this window, click [Security] at the top of the Estimating Management Console, select the Users tab from the Security window, and then click [Add].

Items in this window

Items in the Add User window
Item Notes
User Id

Displays the network user ID of the user or group that you want to add to the list of authorized Sage Estimating users.

Click [Search] to select a user ID from a list of all network user and group ID's or type it directly in the box.

If you know the user ID of the user you want to add, and you do not want to perform a search for all network user ID's, Sage recommends typing the user ID in the box.
[Select]

Click to perform a search for all available user and group user ID's on the network to which the Estimating Management Console is connected.

Select any network user ID or group from the resulting list to add the user or users to the list of authorized Sage Estimating users.

Note: If you select a network group, the Estimating Management Console adds all users in the group to the Users grid on the Users tab.

Role

Select an available role from the list to assign it to the user, if desired.

You can change the associated role later from the Users tab.

First name

Displays the first name of the user associated with the selected user ID. The Estimating Management Console provides this information for reference purposes to confirm the identity of the selected user.

Note: This box appears only if you specify an individual user in the User Id box.

Last name

Displays the last name of the user associated with the selected user ID. The Estimating Management Console provides this information for reference purposes to confirm the identity of the selected user.

Note: This box appears only if you specify an individual user in the User Id box.

Members

Displays the first and last name of all users in the selected group. Each user is added to the list of authorized users in the Users grid of the Users tab.

Note: This box appears only if you specify a network group in the User Id box.