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Users tab

Use this tab in the Security window to add users to the list of authorized Sage Estimating users and to assign each user to a role.

Important! Make sure that users exit Sage Estimating before you change their permissions.

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

Items on this tab

Items on the Users tab
Item	Notes
Users grid	Displays a list of users authorized to access Sage Estimating. The Users grid provides the following information and features: User ID. This is the user's Windows ID or their SQL Server Authentication ID. Authentication Type. This is the type of authentication method used to validate a user's credentials to use Sage Estimating. You can use Windows authentication or SQL authentication. Group Name. This is the network group through which a user was added, if applicable. Example: If you add the West Side Estimators group in the Add User window, the Estimating Management Console automatically adds all users in that group to the Users grid. First Name. This is the user's first name as it appears in the domain or computer user setup. You need to change the user's name on the computer or domain setup to change it in the Users grid. Last Name. This is the user's last name as it appears in the domain or computer setup. You need to change the user's name on the computer or domain setup to change it in the Users grid. Disabled. Select this checkbox to prevent the user from performing or accessing features and tasks in Sage Estimating. Clear the checkbox to restore the user's access.
Roles grid	Displays a list of Sage Estimating feature groups (roles) to which you can assign users from the Users grid. The grid also displays a description of each role and indicates if a user ID selected in the Users grid is disabled. Select any user listed in the Users grid and then select a role in the Roles grid to assign the user to that role. Tip: To view permissions for a role before assigning it to a user, select the role on the Roles tab. You assign feature and task permissions to each role on the Roles tab.
Features	Displays a list of features or tasks for which a selected user has permissions. A check mark beside the feature indicates that the user has permission for that feature or task. Note: If you select more than one user, a check mark indicates that all the selected users have permission for a feature. A horizontal bar (-) indicates that only some users have permission.
[Add]	Click to open the Add User window to add a new user or group of users to the list of users in the Users grid.
[Delete]	Click to remove the selected user from the Users grid. When you are prompted to confirm the deletion in the Delete User(s) dialog box, you can select the Delete login(s) from SQL Server instance option. (If the user's name has changed in the active directory, you need to delete the login from the instance.)
[Refresh]	Click to update the information displayed for the user currently selected in the Users grid. Some user properties, such as names, may change on the network. Use this feature to update your list of users to match the network.