Important! Ensure an individual user logs off Sage Estimating before making changes to his or her permissions.

1. Open the Estimating Management Console.
2. In the Security window, click the Users tab.
3. On the Users tab, click Add to open the Add User window.
   Note: The user account you are using to add the new user must be in the same domain as the user you are adding.
4. To set up users with Windows Authentication, on the Windows Authentication tab of the Add User window:
   1. (Optional) Select a role to associate with the user. You can 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 Verify user or group.
   3. If you don't know the ID, click Select user or group, and then:
      1. In the Select User or Group window, click Advanced, 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.
      3. The program adds the ID to the Enter the object name to select box.
      4. Click OK again.
   4. Click Verify user or group. 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.
   5. In the Users to Add grid, select the checkbox beside each user you want to add.
      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.
5. To set up users with SQL Server Authentication, select the SQL Server Authentication tab and then:
   1. 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 for selection 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 of time specified in 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.
   6. Click OK in the Add User window.
   7. The user or users associated with the selected user or group ID appear in the Users grid of the Users tab.

Setting up Sage Estimating roles and permissions (SQL)