Users tab

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.

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.

• Included. A check mark beside a role indicates that the selected user is assigned to that role. If you select more than one user and one or more—but not all—users are assigned to a role, the checkbox for that role displays a horizontal bar.

  You select a user listed in the Users grid and then select a role in the Roles grid to assign the user to that role. You clear the checkbox to remove them from the 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.

• Role and Description. The grid displays the roles defined on the Roles tab, along with their descriptions.

• Disabled. This column displays a check mark if a role has been disabled on the Roles tab.

  Tip: You can use icons in the column headers to filter or sort the roles displayed in the grid.

The Features grid lists Sage Estimating features and tasks.

Included.A check mark beside a feature or a task indicates that a selected the user has permission for that feature or task. If you select more than one user on the Users grid, and feature permissions are assigned to one or more—but not all—of the users, the checkbox displays a horizontal bar.

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.

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.)