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Using the Estimating Management Console

Feature list

Estimates tab

Roles tab

Users tab

Setting up roles and permissions in the Security window

Note: You must be a Sage Estimating administrator to set up roles and permissions.

Use this window to set up your Sage Estimating roles and permissions. Add new users, define new roles, and add corresponding feature permissions to roles in this window.

To open this window, click [Security] at the top of the Estimating Management Console.

On the Estimates tab of this window, you can also:

  • Set user permissions for individual estimates.
  • Allow all users to view and edit all estimates, or limit the ability to view or edit individual estimates' user permissions according to their roles existing permissions by allowing all users.

Security permissions are assigned on an instance-wide basis. That is, the Estimating Management Console assigns all roles and permissions you define for the SQL Server instance selected in the Catalog pane to all Sage Estimating databases in that instance. For example, if you select an instance in the Catalogs pane of your Estimating Management Console called SAGE_EST_12_1, the individual users, groups, roles, and permissions you create in the Security window apply to all Sage Estimating databases in the SAGE_EST_12_1 instance.

Right-click the estimate database listed in the left-hand pane, and then select Turn security on or Turn security off to enable or disable the security feature.

  1. In the Security window, right-click the estimate database in the left-hand pane .

  2. Select Turn security on to turn on the security feature for the instance, or select Turn security off to turn it off.

    3. Note: Only one option appears, depending on whether security is already enabled or disabled.

The Estimating Management Console preserves your security setup. Any roles and permissions you define prior to disabling the security feature are restored if you turn it back on. 

For example, if you add APerez to the Users list and assign this person to the Estimators role before disabling security, the person is restored to the Estimators role if you turn on security again.

Important! Ensure an individual user logs off Sage Estimating before making changes to his or her permissions.

  1. In the Security window, click the Users tab.

  2. On the Users tab, click [Add] (to the right of the Users grid) to open the Add User window.

  3. In the Add User window, click [Search] to create a list of all user IDs and group IDs on the network to which the Estimating Management Console is connected.

    Alternatively, if you already know the user or group ID you want to add, you can type it directly in the User Id box.

  4. Select a network user ID or group ID from the resulting list.

    Note: If you select a group ID, the Estimating Management Console adds all users associated with the group.

  5. Select a role to associate with the user, if desired. You can assign the user to a role later using the Users tab.

  6. Click [OK] in the Add User window.

    7. The user or users associated with the selected user or group ID appear in the Users grid of the Users tab.

Important! Ensure an individual user logs off Sage Estimating before making changes to his or her permissions.

  1. In the Security window, click the Users tab.

  2. Select a user on the Users grid.

  3. Click a role in the Roles list to assign the selected user to it.

    The Features list displays the corresponding tasks to which the role has permissions (and users assigned to the role).

    Important! At least one user must be assigned to the administrator role at all times. Attempts to remove the last user from the role result in an error message.

  1. In the Security window, click the Roles tab.

  2. Click [Add Role] to open the Add Role window.

  3. In the Add Role window, type a name for the new role in the Name box and an extended description in the Description box.

    Use the extended description to provide helpful identification information later, such as the purpose of the role.

  4. Select the check box next to one or more tasks in the Features list to provide users and groups within the role with access to the tasks.

    Clear the check box next to a task to prevent users and groups in the role from accessing it.

    Important! At least one user must be assigned to the administrator role at all times. Attempts to remove the last user from the role result in an error message.

If you have the appropriate permissions, you can assign user permissions on an individual estimate basis. For example, you can grant a user permissions to view or edit estimate A, but not estimate B. Follow this procedure to assign individual estimate permissions:

Important! Ensure an individual user logs off Sage Estimating before changing his or her permissions.

  1. In the Security window, click the Estimates tab.
  2. Clear the Allow all users to view and edit all estimates option if it is selected,
  3. In the Estimates pane, locate the estimate to which you want to assign permissions.
  4. In the users grid below the Estimates pane, locate an user to whom you want to grant specific permissions and select the check box or check boxes as desired:
    • View. Allows the user to view the estimate but not save changes.
    • Edit. Allows the user to view, edit, and delete the estimate.

    5. If you do not assign permissions for individual estimates, other users will not be able to view or edit an estimate unless they create it or they have administrative privileges assigned through the Estimating Management Console.

You can override individual estimate security assignments for all users, allowing all users to view and edit estimates according to their roles, without having to assign View and Edit permissions individually to each user for each estimate.

Important! Ensure users are logged off Sage Estimating before changing permissions.

  1. In the Security window, click the Estimates tab.
  2. In the Estimates pane, select the Allow all users to view and edit all estimates check box.

Note: Turning on general security overrides existing security assignments, but it does not delete them. To restore individual user and estimate assignments, you simply clear the Allow all users to view and edit all estimates check box.

Tabs in this window

Tabs in the Security window
Tab Notes
Users tab Add individual users and groups to the list of authorized Sage Estimating users; assign users and groups to roles.
Roles tab Define roles and associate task or feature permissions with each role.
Estimates tab Set user access and permissions to individual estimates.