How do I assign a user to a role in the Estimate Management Console? (SQL)
Description
Cause
Resolution
To assign a user to a role:
 
Important: Ensure an individual user logs off Sage Estimating before making changes to his or her permissions.
 
  1. In the Security window, click the Users tab.
  2. Select a user on the Users grid.
  3. Click a role in the Roles list to assign the selected user to it.
    • The Features list displays the corresponding tasks to which the role has permissions (and users assigned to the role).
 
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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