Important!  You must be a Sage Estimating administrator to set up roles and permissions.

Use the Security window to set up your Sage Estimating roles and permissions. Add new users, define new roles, and add corresponding feature permissions to roles in this window.

To open this window, click [Security] at the top of the Estimating Management Console.

On the Estimates tab of this window, you can also:

• Set user permissions for individual estimates.
• Allow all users to view and edit all estimates, or limit the ability to view or edit individual estimates user permissions according to their role's existing permissions by allowing all users.

Security permissions are assigned on an instance-wide basis. That is, the Estimating Management Console assigns all roles and permissions you define for the SQL Server instance selected in the Catalog pane to all Sage Estimating databases in that instance. For example, if you select an instance in the Catalogs pane of your Estimating Management Console called SAGE_EST_12_1, the individual users, groups, roles, and permissions you create in the Security window apply to all Sage Estimating databases in the SAGE_EST_12_1 instance.

See also: 

How do I turn the security feature on or off Estimate Management Console? (SQL)

How do I set up or add to a list of authorized Sage Estimating users? (SQL) 

How do I assign a user to a role in the Estimate Management Console? (SQL)

How do I create a role and assign it permissions in the Estimate Management Console? (SQL)

How do I assign permissions to individual estimates? (SQL)

How do I assign View and Edit permission to all users for all estimates? (SQL)