How do I create a role and assign it permissions in the Estimate Management Console? (SQL)
Description
Cause
Resolution
To create a role and assign it permissions:
 
  1. In the Security window, click the Roles tab.
  2. Click [Add Role] to open the Add Role window.
  3. In the Add Role window, type a name for the new role in the Name box and an extended description in the Description box.
    • Use the extended description to provide helpful identification information later, such as the purpose of the role.
  4. Select the check box next to one or more tasks in the Features list to provide users and groups within the role with access to the tasks.
    • Clear the check box next to a task to prevent users and groups in the role from accessing it.
 
Important: At least one user must be assigned to the administrator role at all times. Attempts to remove the last user from the role result in an error message.
[BCB:164:Chat Estimating US:ECB] 
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