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.

Roles appear in the Roles grid on the Roles tab and on the Users tab.

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 a description to help you identify the role later.
Select Features for Role	Select the checkbox for one or more features in the list to provide access to those features. For example, select the Create estimate checkbox to allow users and groups assigned to the role to create new estimates. Clear any checkbox to prevent users from accessing the associated feature.