Defining roles and assigning permissions
Roles represent groups of tasks that typical Sage Estimating users perform. When you set up a role, you assign permissions to Sage Estimating features that users performing this role require. When you add a user, you assign them to one or more of roles, conferring access to the features or specific tasks granted by the role. You can create any role you need, and you can assign any combination of permissions to each.
To create a role and assign it permissions:
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In the Security window, click the Roles tab.
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Click [Add] to open the Add Role window.
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In the Add Role window:
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In the Name box, type a name for the new role.
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In the Description box, enter an extended description, such as the purpose of the role, to help identify the role, later.
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In the Select Features for Role box, select the checkbox beside each task or feature for which users with this role need access.
If a checkbox is selected for a task that users with this role do not need, clear the checkbox to prevent them from accessing it.
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When you finish assigning permissions to the role, click [] to return to the Roles tab.
Important! At least one user must always be assigned to the Administrator role. (You cannot delete the Administrator role.)