Adding users and assigning roles

You use the Add User window, available from the Users tab, to add users or user groups to a list of authorized Sage Estimating users. If you add a network group, the Estimating Management Console adds all users in the group to the Users grid on the Users tab.

When adding a user, you specify their authentication type and (optionally) their role. The role you assign determines the access they will have to Sage Estimating features and tasks. If you choose not to assign a role when you add the user, you can assign a role (or roles), later, on the Users tab.

To add Sage Estimating users:

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

2. On the Users tab, click [Add] to open the Add User window.

3. To set up users with Windows authentication, on the Windows Authentication tab of the Add User window:

   1. From the Role list, select a role to associate with the user. 

      You can also assign the role later using the Users tab.

   2. If you know the user or group ID you want to add, type it in the User or Group ID box, and then click the Verify user or group button ().

      If you do not know the ID, click the Select user or group]button (), and then:

      1. In the Select User or Group window, click the [Advanced] button, enter a name or description in the Common Queries tab, and then click [Find Now] to generate a list of all the user IDs and group IDs on the network to which the Estimating Management Console is connected.

      2. Select a network user ID or group ID from the resulting list, and then click [OK].

         The program adds the ID to the Enter the object name to select box.

      3. Click [OK] again.

         Estimating Management Console adds the user to the Users to Add grid on the tab. If you entered or selected a group ID, Estimating Management Console adds all the users in the group, as well as users from any subgroups within that group.

   3. In the Users to Add grid, confirm each user that you want to add. To remove a user, clear the checkbox beside their user ID.

      Tip: A checkbox in the header of the Users to Add grid indicates whether any users are selected. You can select or clear all the user selections quickly just by selecting or clearing this checkbox.

4. To set up users with SQL Server authentication, select the SQL Server Authentication tab and then:

   1. (Optional) From the Role list, select the role to assign to the user.

   2. In the User ID box, type the name or ID of the user.

      Important! You need to create new users when setting them up with SQL authentication. Existing SQL users are not available to select in the Add User window.

   3. In the Password box, enter the user's new SQL password.

   4. In the Confirm password box, enter the same password again.

   5. Select local security options that you want to enforce for the user:

      • Select Enforce password policy to make sure that the user's password meets criteria specified in Microsoft Windows Security Policy.

      • Select Enforce password expiration to make sure that the user changes their password after a period specified in the Microsoft Windows Security Policy.

      • If you select User must change password at next login, the next time the user tries to log on, they are prompted to change their password.

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

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